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Configuring User Interface Views

Configure user interface views over time in line with changing roles, capabilities, and organizational needs. The changes you make will affect all users assigned to the view.

To configure a user interface view:

  1. Click the Administer menu and select User Interface Views.
  2. On the User Interface Views page, select a view from the User Interface View for new users list to designate it as the default user interface view. It will automatically be assigned to new user accounts.
  3. On the User Interface Views page, in the View Name column, select the view you want to configure.
  4. On the User Interface View Details page, click the Content tab.
  5. On the Content tab:
    1. In the User Interface View Name field modify the name if necessary.
    2. Expand each section and mark options for the menu items and pages you want to include in the view. Select the options labeled Menu Items or Pages to include all its options in the view. Conversely, clear the options to deselect all of its options.
    3. Click Save.
  6. On the User Interface View Details page, click the Activity Editing tab.
  7. On the Activity Editing tab, expand each category under the Available Columns list and mark the Edit option to allow the user to edit the fields in that category. If available, mark the option next to the category name to make all fields editable. Clear the option to make all fields read-only. Click Save.
  8. On the User Interface View Details page, click the Users tab.
  9. On the Users tab:
    1. Select a user from the Available Users list to assign to the currently selected view.
      • Click "" Select to move the user to the Selected Users list.
      • Mark the Allow Editing option to allow the user to set their own personal preferences for 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.
  10. Click Save and Close.

Tips

  • You must have at least one page option selected in the Projects, Resources, and Portfolios sections on the Content tab.
  • To assign multiple users to the view on the User Interface View Details page Users tab, press the Ctrl key as you click multiple users. You can also double-click each user name in the Available Users list. You can quickly remove users from a view by double-clicking their names in the Selected Users window.
  • Click "" Move Down or "" Move Up to configure the sequence of pages or dashboards. The first item listed in each section is designated as the first page for that section. For example, if Activities is the first page listed and its check box is selected under the Projects section, when a user with this view opens a project, the Activities page will appear automatically.

Related Topics

About User Interface Views

Working with User Interface Views

Creating User Interface Views

User Interface Views Page

User Interface View Details Page

Content Tab of the User Interface View Details Page


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