The View option enables you to change the view of your WBS Sheet window. You can use this option to access created views, create new views, or manage the existing views.
- Default
- Create New View
- Manage Views
You can click the three vertical dots on the left-hand side of the window, or the three horizontal dots at the bottom of the window,(
or 
) to expand the window and see the properties of any selected WBS Code.
The Default view provides a view similar to the BP log view, Cost Sheet log view, or other logs with the Standard View option.
To create a new view for the WBS Sheet worksheet window, click Create New View, then:
Use the Save View As field to name your new view. If you save a new view without selecting any columns, then a new view is created with the WBS Code and WBS Name columns.
Use the following tabs for adding columns, filtering, grouping, and sorting:
- Columns tab
- Filters tab
- Group By tab
- Sort By tab
The Available Columns box displays all user-defined columns that you may need for your newly created view, including the Linked Record. The Selected Columns box displays all of the columns that you select. You can move columns in and out of the Selected Columns box.
Note: By default, Unifier includes the WBS Code and WBS Name columns in the Selected Columns box; therefore, these two options are not listed in the Available Columns box.
Use the following fields to set the position of the new view:
- Left Lock after Column
Displays a list of all columns, except the last column from the selected columns list. By default, the "None" option is selected, which means that you have chosen no column to be locked, from the left of the sheet.
- Right Lock after Column
The default value is "None," which means that you can select not to right-lock the column in the view. Other values in this field are based on the value that you have selected in the Left Lock after Column.
The Filters tab enables you to filter the rows by WBS Sheet column data, or by WBS Attributes. For WBS Sheets, there are two sections in this tab: WBS Attributes and Sheet Columns.
The Search Parameters block displays all of the DEs from the WBS Attribute form that are added in uDesigner (this includes elements from WBS Attribute form that are added as columns). The list also includes the fixed 8 columns that will be seen in WBS Sheet.
When a filter is applied, the view shows all of the WBS rows that match the filter criteria, with their Summary Codes.
Additional check box for filtering rows with Linked BP records is also available (WBS Codes with Linked BP Records). When you select this option, when filtering, then only the WBS Codes that have linked records will be filtered.
The Group By tab has two columns:
- Group By
Displays all of the attributes that are added in the WBS form, which includes all of the custom DEs. By default, "None" is selected, and you can select any field to set the Group By. All columns include linked records column.
- Order
By default, the Ascending Order is selected, but you can select to show the contents of the column in Descending Order, when groups are displayed.
The Sort By tab has two columns:
- Sort By
Displays all of the columns that are added in the WBS Sheet. By default, "None" is selected, you can select any field and set Sort By.
- Order
By default, the Ascending Order is selected, but you can select to show the contents of the column in Descending Order, for the data to be displayed in selected Sort By column.
To manage the view for the WBS Sheet worksheet window, click Manage Views, and select which of the available views (under the View Name block) you want to become visible to the user. The Cancel and Save options enable you to cancel your changes (no changes will be saved and window gets closed) or save any changes that you have made and close the window.
The Edit View option enables you to change the view of your WBS Sheet window. The function of the Edit View option is identical to Create New View.
WBS Sheet with User-Selected View
When you select a user-defined view in the WBS Sheet worksheet window, you will notice the following changes:
Toolbar options:
In the toolbar options, the Add Column option is not available, but the following toolbar options are available:
- Edit View
- Refresh
- Find on Page
- Collapse All Groups
- Expand All Groups
Menu options (the three-horizontal lines with drop-down arrow):
- Row Coloring (Multiple Colors, Single Color)
- Variance Analysis Setup
The row coloring changed in the view will be temporary.
Gear menu (
):
The gear menu () options available (for each WBS Code) enable you to expand or collapse the component.
The gear menu () options available (for each WBS Code component) enable you to Create Variance Analysis Record in addition to expanding or collapsing the component.
Column menu options and cell properties:
The column menu actions are not available when you right-click the column header.
When you click in a cell, the right pane opens with the following editable tabs:
- General tab
- Variance Analysis tab
- Linked Records tab
- Variance Analysis History tab
You can use:
- The Expand icon to expand the right pane.
- The Doc Bottom icon to move the right pane under the WBS Sheet worksheet.
Drag and Drop columns option:
You can drag and drop columns to different locations on the WBS Sheet worksheet. When you do so, the user-defined view name (name is shown in the View field of the toolbar) will get the prefix: (Modified).
Edit View toobar option:
Use the Edit View toolbar option to modify the user-defined view. You can modify the list of available columns, apply filters, change grouping, or change sorting.
In the Group By tab, you have the option of grouping based on appropriate rows grouped within, in the view. Once you set the first option for group by, you can use the gear menu () to add the second option. The header of each group, with its appropriate rows, appears as an additional column before the WBS Code Column. Once you set the group-by to the view, the group summary row displays the summary value based on the group by column Properties > Total option. The summary, sum of all rows, formula definition will be blank.
The data seen in the user-defined view will be based on the filters selected in the view.
For the numeric columns, the filter total will be shown along with the column total.
WBS Sheet views when you switch between P6 Projects
After applying a user-defined view, if you switch to another P6 Project, then the data will be filtered based on the selected view. Also, when drag and drop a column in a user-defined view, the view name will be prefixed with: (Modified). In this case, if you switch to a different P6 Project, still the (Modified) view name is displayed until you close the WBS Sheet. Position of the columns and sort order of the columns remain as is, when you shift between different P6 projects, for a user-defined view.