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Configuring Activity Views

Configure activity views to define how you see activity data. Activity views affect the filters, grouping, and columns that are applied to the Activities page. Detail window visibility is also affected by the selected activity view.

To configure activity views:

  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 Projects navigation bar, click "" Activities.
  3. On the Activities page:
    1. Click the Activity View list and select an activity view.
    2. Click the View menu and select "" Customize View.
  4. In the Customize Activity View dialog box:
    1. Configure the Columns tab. See Configuring Activity View Columns.
    2. Configure the Grouping tab. See Configuring Activity View Grouping.
    3. Configure the Filters tab. See Configuring Activity View Filters.
    4. Configure the Bars tab. See Configuring Activity View Bars.
    5. Configure the Gantt Chart tab. See Configuring Activity View Gantt Chart.
    6. Configure the Activity Network tab. See Configuring Activity Network.
    7. Configure the Access tab. See Configuring Activity View Access.
    8. Click OK.

Tips

  • You can modify any view you create. You can only modify multi-user and global activity views if you have the appropriate security privileges.
  • Many of these configurations, configuring columns and filters for example, do not require you to open the Customize Activity View dialog box. If the necessary icons are available on your toolbar, you can use them to configure the activity view.

Related Topics

About Activity Views

Configuring Activity View Columns

Configuring Activity View Grouping

Configuring Activity View Filters

Configuring Activity View Bars

Configuring Activity View Gantt Chart

Configuring Activity Network

Configuring Activity View Access

Working with Activity Views

Creating Views

Sending E-Mail of an Activity View

Customize Activity View Dialog Box


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