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:
- 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.
- On the Projects navigation bar, click
Activities or EPS. - On the Activities or EPS page:
- Select a view similar to the view you want to create from the Activity or EPS View list.
- Click
View and select Save View As.
- In the Save View As dialog box, type a name in the Please specify the view name field and click OK.
- On the Activities or EPS page:
- Configure the new view to have the properties you want. See Configuring Activity Views or Configuring Project Views.
- 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.
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