Overview
Use this tab to configure the menu items, pages, and dashboards users of the current user interface view are permitted to view.
Screen Elements
Name field
The unique name for the user interface view.
The naming scheme you choose for user interface views might reflect the roles or permissions of their intended users. For example, Intern, Associate, Project Staff, Manager, and Executive are all possible user interface view names in a series offering distinct but sometimes overlapping access to menus and pages.
Start Page field
The page which will show first when a user logs in.
Date Created
The date the user interface view was created.
Dashboards section
Enables you to customize which functions you can access from the Dashboards 
menu.
Move Up button
Moves the selected item one level higher in the list.
Move Down button
Moves the selected item one level lower in the list.
Row Actions menu
Assign: Enables you to assign a dashboard to the view.
Remove: Enables you to remove a dashboard from the view.
Selected / Unselected option
Enables you to select or clear the selection of an item in a list.
Menu Items options
Determines which functions you can access under the Dashboards menu. By selecting the Menu Items option itself, you can access all menu items.
Manage Dashboards: Enables you to access the Manage Dashboards page where you can create, customize, assign, and delete dashboards.
Displayed Dashboards option
Lists the dashboards you can access, based on what your P6 administrator assigned to you.
Portfolios section
Enables you to customize which functions you can access from the Portfolios menu and which pages you can access within the Portfolios section.
Move Up button
Moves the selected item one level higher in the list.
Move Down button
Moves the selected item one level lower in the list.
Selected / Unselected option
Enables you to select or clear the selection of an item in a list.
Menu Items options
Determines which functions you can access from the Portfolios menu. By selecting the Menu Items option itself, you can access all menu items.
Open Portfolio: Enables you to open a group of projects by EPS, code, or portfolio.
Manage Portfolios: Enables you to review the list of projects in each portfolio, and to create, modify, and delete portfolios.
Manage Portfolio Views: Enables you to create, modify, and delete portfolio views. A portfolio view is a scorecard or chart providing high-level information spanning an entire group of projects.
Pages options
Determines which pages display on the Portfolios navigation bar. If you select the Pages option itself, you can access all pages.
Portfolio Analysis: Use this page to analyze portfolio data, conduct side-by-side comparisons of two project groups, and apply waterline analysis techniques to assist with executive-level critical decision making.
Capacity Planning: Use this page to analyze role allocation and cost over time.
Performance Status: Use this page to display summarized schedule and cost or labor unit data based on the performance metric you select.
Projects section
Enables you to customize which functions you can access from the Projects menu and which pages you can access within the Projects section.
Move Up button
Moves the selected item one level higher in the list.
Move Down button
Moves the selected item one level lower in the list.
Selected / Unselected option
Enables you to select or clear the selection of an item in a list.
Menu Items options
Determines which functions you can access from the Projects menu. By selecting the Menu Items option itself, you can access all menu items.
Open Projects: Enables you to open projects by EPS, project code, or portfolio.
Pages options
Determines which pages are available on the Projects navigation bar. If you select the Pages option itself, you can access all pages.
EPS: Use this page to manage the Enterprise Project Structure (EPS) and its projects. The EPS page displays schedules for any single project or group of projects you choose with detail windows, a Gantt chart, and a table.
Activities: Use this page as your central project management tool for all project activities and their associated details. This includes all WBS elements, activities, steps, issues, notebooks, resource assignments, risks, and other details.
Team Usage: Use this page to view cost or usage data at the team level and for individual roles and resources assigned to the project you are working with.
Assignments: Use this page to view and modify resource assignment data using filters, which enables you to view resource assignment data for only the resources or projects that you need to view.
Issues: Use this page to view a list of all the issues for the currently open projects or portfolios.
Documents:
With a content repository enabled: Use this page to view, check in, check out, and download selected documents from one or more projects, associate additional items with a selected document, and compare documents across projects.
Without a content repository enabled: Use this page to view document details and send email about a document. This page also enables you to associate an activity, WBS, issue, or another document with a document and edit document information.
Risks: Use this page to add, modify, or delete project risks.
View field
The view which will be used by default when a user assigned to the User Interface View opens the associated page.
Resources section
Enables you to customize which functions you can access from the Resources menu and which pages you can access within the Resources section.
Move Up button
Moves the selected item one level higher in the list.
Move Down button
Moves the selected item one level lower in the list.
Selected / Unselected option
Enables you to select or clear the selection of an item in a list.
Pages options
Determines which pages are available on the Resources navigation bar. If you select the Pages option itself, you can access all pages.
Administration: Use this page to create, modify, and delete resources, resource teams, roles, and role teams.
Assignments: Use this page to view and modify resource assignment data using filters, which enables you to view resource assignment data for only the resources or projects that you need to view.
Analysis: Use this page to compare resource utilization between resource teams, project resources, and department resource, all from one central location.
Approvals section
Enables you to customize which approvals pages you see.
Move Up button
Moves the selected item one level higher in the list.
Move Down button
Moves the selected item one level lower in the list.
Selected / Unselected option
Enables you to select or clear the selection of an item in a list.
Pages options
Determines which pages are available on the Approvals navigation bar. If you select the Pages option itself, you can access all pages.
Status Updates: Use this page to review updates your team members made to their assigned tasks. From this dialog you can modify the data, approve status updates, or place a hold on a status update to reconcile at a later time.
Timesheets: Use this page to process timesheets. This includes approving or rejecting timesheets, notifying resources about timesheet status, adding timesheet notes, and determining if a resource has not started or has not submitted a timesheet. If you are a timesheet approval manager, you can assign delegates to act in your place when you are not available.
Administration section
Enables you to customize which administration functions you can access.
Move Up button
Moves the selected item one level higher in the list.
Move Down button
Moves the selected item one level lower in the list.
Selected / Unselected option
Enables you to select or clear the selection of an item in a list.
Menu Items options
Determines which Administration items you can access. By selecting the Menu Items option itself, you can access all menu items.
Application Settings: Enables your organization to define a series of application-wide parameters and values that apply globally and to set defaults and settings that affect how the application behaves. For example, configure general application settings including calendar and activity duration defaults, URLs for related applications, summarization time periods (also used to store past period performance actuals), and also enable the optional password policy setting.
Enterprise Data: Enables you to define series of application-wide data that apply to all projects. For example, you can set global data, such as currencies and financial periods; project data, such as baseline types and funding sources; activity data, such as activity codes and step templates; resource data, such as rate types and units of measure; risk data, such as risk categories and scoring matrices; issue data, such as issue codes and UDFs; and document data, such as document categories and statuses.
Scheduled Services:
Global Scheduled Services: Enables you to create and configure services to publish global data to use in reporting, including enterprise data, enterprise summary data, resource management data, security data, and audit data.
Project Scheduled Services: Enables you to create and configure services to schedule routine recurring project management jobs, including apply actuals, export, import, level, schedule, sumarize, and send to schedule sheet.
User Administration: Enables you to create user accounts, assign access, manage the organizational breakdown structure (OBS) and configure profiles.
User Interface Views: Enables you to create pre-configured sets 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.
Getting Here
- Click Administration.
- On the Administration navigation bar, click User Interface Views.
- On the User Interface Views page, click Content.