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Creating Views

Create views to determine how information is visually displayed. These steps represent the minimum required to create an activity or project view.

To create an activity or project view:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Activities or "" EPS.
  3. On the Activities or EPS page:
    1. Select a view similar to the view you want to create from the Activity or EPS View list.
    2. Click "" View and select "" Save View As.
  4. In the Save View As dialog box, type a name in the Please specify the view name field and click OK.
  5. On the Activities or EPS page:
    1. Configure the new view to have the properties you want. See Configuring Activity Views or Configuring Project Views.
    2. Click the Actions menu and select "" Save (Ctrl+S) when you are finished.

Tips

The application will add your new view to the Users section of the Activity or EPS View list.

Related Topics

About Activity Views

Working with Activity Views

Configuring Activity Views

Sending E-Mail of an Activity View

Customize Activity View Dialog Box


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