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Working with Activity Views

Using activity views

Configure the Activities page and the Customize Activity View dialog box to customize the views that display the project and activity data you require in a format that meets your needs. You can save these settings with the view. Save the changes if you want them to appear the next time you work with the view. Do not save the changes if you only want your alterations to last for the session.

The view list on the Activities toolbar provides quick and easy access to all activity views that are available to you. While working with activities, choosing the best view for your needs can facilitate the process of recording project data.

Choose and organize the data content of a view

You can configure the content and organization of any activity view you create. For activity views you can access but did not create, you can review activity view settings, but you cannot make changes.

Note: On the Activities page, to quickly rearrange the columns currently displayed in a view, drag and drop them.

Your ability to perform certain actions in a view depends on the view's access class, your role as either creator or user of the view, and your security profile. For example, if a multi-user or global view includes cost data elements and the current user does not have rights to view costs, the data is dashed out so it is not visible to the user.

Grouping and sorting activities

You can group all activities that contain the same value for a specific data field. For example, if you choose to group by Project then by Primary Resource, the Activities page groups activities in project groupings. Then, within each project group, activities are further categorized according to primary resource. Finally, within each primary resource group, activities are sorted based upon the sort field and sort order you specify, for example Start Date.

In the Gantt chart, when you group activities, a summary bar appears for each group. You can expand and collapse the group as needed to focus only on the project Summary Schedule or on the Detailed Schedule. In the table, when you group activities, each grouping level is identified and separated by a colored band or background. You can elect to show rollups, or summary totals, for each group.

Related Topics

Creating Views

Configuring Activity Views

Sending E-Mail of an Activity View


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