Manage Views Dialog Box of the Activities Page, EPS Page or Assignments Page

Overview

Use this dialog box to configure the appearance and properties of your views and to manage global, user, and multiple user views.

Screen Elements

Search field

Activates the search based on your search criteria.

Row Actions menu

Set Active: Opens the selected view and closes the Manage Views dialog box.

Add: Adds a new view in the selected group.

Expand: Expands the selected group of views.

Collapse: Collapses the selected group of views.

Delete: Deletes the selected view. If the view is a multiple user view and you are not the owner, this menu item will remove it from your list of views, but the view will still exist for other users assigned to it.

Cut: Cuts the selected view.

Copy: Copies the selected view.

Paste: Pastes a cut or copied view into the selected group or below the selected view in the list.

Name field

The name of the view.

Reset button

Resets the view to the last saved state. To see this button you must make a change to the view.

Apply button

Applies the changes to the view and closes the Manage Views dialog box without saving the changes to the view. To see this button you must make a change to the view.

Edit View area:

Columns tab

See: Columns tab of the Manage Views Dialog Box of the Activities Page, EPS Page or Assignments Page

Filtering tab

See: Filtering tab of the Manage Views Dialog Box of the Activities Page, EPS Page or Assignments Page

Grouping tab

See: Grouping tab of the Manage Views Dialog Box of the Activities Page, EPS Page, or Assignments Page

Sorting tab

See: Sorting tab of the Manage Views Dialog Box of the Activities Page, EPS Page or Assignments Page

Bars tab

See: Bars tab of the Manage Views Dialog Box of the Activities Page, EPS Page or Assignments Page.

Gantt tab

See: Gantt tab of the Manage Views Dialog Box of the Activities Page, EPS Page or Assignments Page

Spreadsheet tab:

See: Spreadsheet tab of the Customize View Dialog Box of the Assignments Page

Activity Network tab

See: Activity Network tab of the Customize View Dialog Box of the Activities Page

Access tab:

See: Access tab of the Manage Views Dialog Box of the Activities Page, EPS Page or Assignments Page

Getting Here

  1. Click Projects or Resources.
    • On the Projects navigation bar, click Activities, EPS, or Assignments.
    • On the Resources navigation bar, click Assignments.
  2. Click the Views menu and select Manage Views....

Related Topics

Default Settings for Views



Last Published Wednesday, July 10, 2024