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Customizing Detail Windows

You can customize which detail windows appear on the EPS or Activities pages.

To customize detail windows:

  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 Project navigation bar, click "" Activities or "" EPS.
  3. On the Activities or EPS page:
    1. Select a view from the Activity View or EPS View list.
    2. Click the View "" menu and select Customize Detail Windows.
  4. In the Customize Detail Windows dialog box:
    1. In the Area section, select one of the options to determine which listing of detail windows is available for you to customize.
    2. In the Detail Window section, select or clear the options beside detail windows to add or remove them from the page.
    3. Click Save.

Tips

  • Select or clear the option beside the Detail Window title to add all or remove all the detail windows.
  • Right-click a detail window tab or titlebar to customize detail windows. Click Customize on the menu to open the Customize Detail Windows dialog box, or click a detail window name to add or remove it from the page.
  • Click and drag detail windows to change their order. Otherwise, the detail windows appear in the same order that they appear in the Customize Detail Windows dialog box.
  • Click "" Float on the detail window to separate it from any others in the series. You can then freely move this detail window to change its position or re-dock it.
  • When you navigate to a new page, you can save or cancel the view changes you made to the detail windows. These changes will only be saved for the view selected in the Activity or EPS View list.

Related Topics

About Activities

Working with Activities

Creating Activities

Configuring General Activity Information

Recalculating Assignment Costs

Sending Project Data to ERP

Customize Detail Windows Dialog Box of the Activities Page

Customize Detail Windows Dialog Box of the EPS Page


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