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View Preferences tab

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The View Preferences tab displays the tab icons (pages), tabs, and Action Menu items available to you in the Dashboards, Portfolios, Projects, and Resources sections of P6 Web Access as defined in your assigned user interface view. Your user interface view is a customized view of P6 Web Access that is configured by an administrator and assigned to you; in each section, you can access only the items that are included in your view.

If you have the rights to edit your user interface view, you can specify the items that appear in each section, as well as their display order. If you do not have rights to edit your user interface view, you can use this tab to verify the items you can access.

To access View Preferences, click Preferences at the top of the application, then select the View tab.

Note: If you do not have rights to edit your user interface view, all check boxes are gray.

On the View Preferences tab, you can

View the content of your user interface view

In each section of the View Preferences tab, expand the available sections. A marked checkbox indicates that the item beside it is available to you; a cleared checkbox indicates that the item is unavailable. The top-to-bottom order of the selected items determines the left-to-right display of items in each section. In the Projects section, you can view the selected format of Activity detail information (form or tabs) that is displayed when you access activity details.

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Edit the content of your user interface view

In each section of the View Preferences tab, expand the available sections and select the items you want to display in your user interface view. To select all items in a particular category, select the top-level checkbox next to the item name. For example, to select all tabs in the Resources section, select the checkbox next to Tabs in the Resources section. Use the up and down arrows to change the display order of the selected items for each section. After modifying your view settings, click Save to save your changes. The first time you edit your view settings, the term (personal) gets added after the user interface view name in the User Interface View Name field.

Tip: You can personalize your view even when the user interface view name is blank.

Restore your default view

To restore your default user interface view (determined by administrative settings), click Restore to Defaults. The Restore to Defaults option is applicable only if you save changes to your user interface view.

Note: The Restore to Defaults option is not available when you try to save changes to a blank view.

 

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