Creating and Managing Views in Activity Sheets and the System Activity Sheet

You can use the View option to access created views, create views, update the existing views, and change the order and visibility. The views that have been created, including Default, are listed in the upper segment of the drop-down list. The lower segment of the list includes the Create New View and Manage Views options.

If your administrator defined additional views in a template and pushed them to your project/shell, these views are listed in the Manage Views dialog box. You can make these views visible in your sheet, and you can change the order in which they are listed. After they are visible, you can use them to create additional custom views. You cannot edit or delete the predefined views. If the administrator pushes additional updates to the template, custom views that you created are deleted.

To create a view:

  1. Open the applicable activity sheet or the system activity sheet.
  2. From the toolbar, select Create New View from the View list.
  3. In the Save View As field of the New View window, enter a name for the new view.
  4. Use the various tabs for adding columns and filtering, grouping, and sorting information.
  5. Use the Columns tab to select the columns that you want displayed in the view.

    The Available Columns box displays all the columns that you might want to include. The Selected Columns box displays all the columns that you select. You can move columns in and out of the Selected 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, None is selected, which means that you have chosen no column to be locked, from the left side 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.

    In addition to the previous sections, there are three options located after the Selected Columns section: Group Management, Group Selected Columns, and Delete Group.

  6. Use the Filters tab to control what information is displayed in the selected view.
  7. Use the Group By and Sort By tabs to identify which columns should be used for group and sorting and in what order.
  8. When you are done, click Save.

To update a user-defined view:

  1. From within the applicable view, click Edit View in the toolbar.
  2. Make the applicable changes.
  3. To save your changes, click Save or Save As.

To manage views:

  1. Open the applicable activity or system activity sheet.
  2. From within the applicable view, select Manage Views from the View list.
  3. In the Manage Views dialog box, make the applicable changes.
    • You can select the check box in the Visible column to display or hide a view.
    • You can click the trash-can icon to delete a user-defined view.
    • You can click and drag views to reorder the way they will appear in the View list.
  4. When you are done, click Save.

Last Published Tuesday, April 8, 2025