If you are an administrator or have the appropriate security privileges, use this page to create or modify the content of a user interface view.
- Content tab - Enables you to choose the dashboards, tabs, pages, and Action Menu items that are included in a user interface view, as well as the order in which selected items appear in the Dashboards, Projects, Portfolios, and Resources sections.
- Activity Editing tab - Enables you to control the content a user can edit in the Activity page. Marking the check box ensures that the user can view and edit all data related to the item. Leaving a check box empty ensures that data related to the item will be available for a user to view, but not to edit, after opening the Activity page. Marking the check box of all categories except Activity Codes and User Defined Fields marks the check boxes of all options under the category. Controlling the fields to make available to users provides an extra level of security, above configured privileges, ensuring that users can edit the appropriate set of activity details.
- Users tab - Enables you to assign users to a user interface view. When you assign a user to a user interface view, the user can access the items you select on the Content tab. You can also control whether users can edit the options you define for a user interface view.
Content tab
On the Content tab, you can specify the content of a user interface view. Your selections determine which items are displayed in each section of P6 Web Access. When defining a view, you can:
- Assign a dashboard to a user interface view
- Choose the items you want to include in a user interface view
- Change the display order of the selected items
Assign a dashboard to a user interface view
You must assign a dashboard to a user interface view if you want to include it in the view. To assign a dashboard to a user interface view, click Assign in the Dashboards section. In the Select Dashboard window, select each dashboard you want to assign, then click Assign. You can repeat this step to assign multiple dashboards. When you are finished assigning dashboards, click Close. The dashboards you assign are added to the Displayed Dashboards section and are automatically selected. To remove a dashboard, click Remove next to the dashboard you want to remove; you must reassign the dashboard if you want to include it in the view.
Note: You can assign only global dashboards and multi-user dashboards created by you to a user interface view. If you assign a multi-user dashboard to a user interface view, only users who have access to the dashboard as specified on the Access tab of the Create Dashboard page can view the dashboard.
Choose the items to include in a user interface view
In each section of the Content tab, expand the available sections. Mark the checkboxes next to the items you want to include in the view, and clear the checkboxes next to the items you don’t want to include in the view. If you want to include or exclude all items in a particular section, mark or clear the section’s top-level checkbox. For example, if you want to include all Resources tabs in the user interface view, mark the checkbox next to Tabs in the Resources section. Make sure you have at least one tab or tab icon selected in the Portfolios, Projects, and Resources sections.
Details about project activities are available on the Activities page of a project.
Change the display order of the selected items
After you select the items you want to include in a user interface view, you can choose the order in which those items are displayed in the Dashboards, Projects, Portfolios, and Resources sections. For each section, the top-to-bottom order of listed items determines the left-to-right display in the corresponding section. You can specify the display order of the selected items by using the up and down arrows on the right side of the tab.
The first item selected for display in each section is the landing page for that section. For example, if Activities is the first Projects tab icon listed, users are navigated to the Activities page each time they open a project or group of projects.
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Activity Editing tab
After developing the user interface view in the Content tab, mark checkboxes of the Activity Editing tab to select content that users can edit within the Activity page. Your selections provide users with editing capabilities or restrict selected users from editing specific fields, adding a greater level of control of what users can edit and further securing your project data.
In the Activity Editing tab:
- A marked check box indicates that the user has privileges to edit the field in the Activity page.
- An empty check box indicates that the user does not have required editing privileges and cannot edit the field in the Activity page.
Note: For all categories except for Activity Code and User Defined Field options, marking the checkbox at the category level marks the check boxes of all options under the category. For example, you can mark the check box of the Dates category to mark all options under Dates, then selectively clear check boxes of options that you do not want to select.
After selecting content access and restrictions in the Activity Editing tab, click the Users tab and assign users to the user interface view.
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Users tab
In the Users tab, you can assign users to a user interface view. You can also allow users to edit the assigned view. Use the following sections to assign users or remove users from a user interface view.
To assign users to a user interface view
The Available Users column lists users who are not yet assigned to a view and users who are assigned to a view. In the Available Users column, select the users you want to assign to the view, then click to add them to the Selected Users column. You can also double click on the user's name to move the user to the Selected Users column. To select more than one user, hold down the Ctrl key on your keyboard when selecting users. You can assign a user to only one view. To allow a user to edit the contents of the assigned user interface view in the View Preferences page, mark the Allow Editing checkbox that
corresponds to the user.
Tips:
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Users who have the Allow Editing privilege as assigned in their view can edit the contents of their user interface view on the View Preferences tab.
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The Available Users column lists both login name and personal name. Click
to search for users based on User Name or Personal Name, then enter your search criteria in the Search for field. Click Go. The page displays all users who meet your search specifications. To reset the list of available users, click
again.
To remove users from a user interface view
In the Selected Users column, select the user(s) you want to remove from a user interface view, then click to move them back to the Available Users column. To select more than one user, hold down the Ctrl key on your keyboard when selecting users.
Click Save to retain your changes without closing the window, or click Save and Close to save your changes and return to the Manage User Interface views page. To return to the Manage User Interface views page without saving your changes, click Cancel.