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:

Click Administration.
On the Administration navigation bar, click User Interface Views.
On the User Interface Views page, select a view in the Name list.
Click the Content tab.
On the Content tab:
1. In the Name field modify the name if necessary.
2. In the Start Page field, select which section the new user interface view should show when it is first opened.
3. Click each tab and select options for the menu items and pages you want to include in the view.
Click the Activity Editing tab.
On the Activity Editing tab:
1. Expand each section and select the option in the Edit field to allow the user to edit that type of data in the view.
Click the Users tab.
On the Users tab:
1. Select a user from the Available Users list to assign to the currently selected view.
2. Click to add the user to the view.
3. Select a user from the Selected Users window to remove the user from that view.
4. Click to remove the user from the view.
Click Save.

To designate a view as the default user interface view:

Click Administration.
On the Administration navigation bar, click User Interface Views.
On the User Interface Views page, select a view in the Name list.
Click Row Actions and select Set as Default View.

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 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.
You can configure the sequence of pages and dashboards. Select a page or dashboard and click Move Up or Move Down. The first item listed in each section is designated as the left-most item for that section.

Configuring User Interface Views

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