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About User Interface Views

A user interface view is a pre-configured set of options you assign to users so their view of Dashboards, Portfolios, Projects, Resources, and Administration is optimized for their role. User interface views permit visibility to features essential for a user's role while hiding functionality that is not applicable.

When creating a user interface view, you can choose to create a new user interface view and configure the view from scratch, or you can choose to use an existing view as a template and make any necessary adjustments. For each user interface view, you can choose the pages and menu items you want to display, and the order in which they appear in each section. Users with the same or similar roles would likely be assigned parallel views.

To further enhance a role-specific configuration, you can assign 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. Users who have access to Manage Dashboards (in the Dashboards menu) enabled in their view can use the Manage Dashboards page to create dashboards and choose which dashboards are displayed on their dashboards home page.

After creating user interface views that correspond to the roles in your organization, you can assign users to the views. When assigning users to each user interface view, you can allow users to edit the options you defined. Users who have the right to edit user interface views can modify their views to suit their needs. Once you assign users to views, users can view their settings on the View Preferences tab. The View Preferences tab is not available to users with Team Member access. You can also select a default view for all new users who are not yet assigned a view.

Access that an administrator grants a user always takes precedence over settings specified in the user's assigned interface view. For example, if a user’s assigned view provides access to items in the Resources section but the user does not have module access to the Resources section, the user will not be able to access this section.

Related Topics

Working with User Interface Views

Creating User Interface Views

Configuring User Interface Views


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