Previous Topic

Next Topic

Book Contents

Creating User Interface Views

Create a user interface view to optimize user to module interaction. The user interface view permits visibility to features essential for a role while hiding functionality that is not applicable. You can choose to create a brand new user interface view or modify an existing view.

To create a user interface view:

  1. Click the Administer menu and select User Interface Views.
  2. On the User Interface Views page, click Create User Interface View.
  3. On the Copy from Existing User Interface View dialog box:
    1. Choose New User Interface View to create a new user interface view, or select an existing user interface view to use as a starting point.
    2. Click OK.
  4. On the Create User Interface View page, click the Content tab:
    1. Enter a unique name for the new user interface view.
    2. Expand each section and select options for menu items and pages you want to include in the view.
      • If you select the option next to Menu Items or Pages, all items will be included in the view. Conversely, if you clear the option, none of those items will be displayed in the view.
      • Click the "" Move Down or "" Move Up to configure the sequence of items. The first item listed in each section is designated as the first page for that section. For example, if Activities is the first item listed for Projects Tab Icons, when a user opens a project, the Activities page will be displayed automatically.
  5. On the Create User Interface View page:
    1. Click the Activity Editing tab.
    2. Expand each section and select the option in the Edit field to allow the user to edit that section.
      • If you select the option next to the name of the section, all items in that section will be editable. Global Activity Codes, EPS Activity Codes, Project Activity Codes, and User Defined do not have the select all option; you must select each code individually.
  6. On the Create User Interface View page, click the Users tab:
    1. Select a user from the Available Users window to assign the user to that view.
      • Click "" Select to move the user to the Selected Users column.
      • Select the Allow Editing option to enable the user to edit the contents of their interface view.
    2. Select a user from the Selected Users window to remove the user from that view.
      • Click "" De-select to remove the user.
  7. Click Save and Close.

Tips

  • Users can view their interface view settings on the My Preferences page View tab.
  • Continue to configure views over time in line with changing roles, capabilities, features, and organizational needs.
  • You can quickly add users to a user interface view by double-clicking their name in the Available Users column. Likewise, you can remove users from a view by double-clicking their name in the Selected Users window.
  • You can also assign user interface views on the Users page. See Assigning User Interface Views.

Related Topics

About User Interface Views

Working with User Interface Views

Configuring User Interface Views

User Interface Views Page


Copyright information