Customizing My Preferences View Preferences
Customize view preferences to specify the items that appear in the Dashboards, Portfolios, Projects, Resources, Administration, and Approvals sections. You can edit only your view preferences if you have been assigned edit rights. If you do not have edit rights, the options are disabled.
To customize view preferences:
- Click the User menu and select My Preferences.
- On the My Preferences page, click the View tab.
- On the View tab, select Dashboards.
- In the Dashboards section:
- Expand the Menu Items subsection and select the options.
- Expand the Displayed Dashboards section to view the dashboards.
- On the View tab, select Portfolios.
- In the Portfolios section:
- Expand the Menu Items subsection, and select the options.
- Expand the Pages subsection, and select the options.
- On the View tab, select Projects.
- In the Projects section:
- Expand the Menu Items subsection, and select the options.
- Expand the Pages subsection, and select the options.
- Optionally select views to open when the EPS, Activities, and Assignments pages are opened.
- On the View tab, select Resources.
- In the Resources section:
- Expand the Menu Items subsection, and select the options.
- Expand the Pages subsection, and select the options.
- Optionally select a view to open when the Assignments page is opened.
- On the View tab, select Approvals.
- In the Approvals section:
- Expand the Pages subsection, and select the options.
- On the View tab, select Administration.
- In the Administration section:
- Expand the Pages subsection, and select the options.
- On the View tab, click Save.
Tips
- Select the option next to Menu Items or Pages to select all the options in the list. Clear the option to clear all the options in the list.
- Click the Move Up or Move Down arrows to arrange the menus items.
Related Topics
Customizing My Preferences Global Preferences
Last Published Thursday, October 3, 2024