Defining Activity Sheet and System Activity Sheet Views for Inclusion in Templates

You can define multiple global views for multiple activity sheets and one system activity sheet and link them to all or specific projects/shells so that they are listed in the View menu. This improves the ability of users on the same project and different projects to view information in a similar way even for different configurations. You can also define one of the views for activity sheet as the default.

You can update these views at any time and link them to all or specific projects/shells as the need arises. While these global views cannot be changed by the users, they can use them as the basis for creating their own views.

To define a view for a template:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Templates, select Shells, and then select Projects.
In the Projects Templates log, select and open the applicable project.
In the left Navigator, select Activity Manager, and then select Activity Sheet.
In the Activity Sheets log, select and open the applicable template.
Note: To create a view for the system activity sheet, you are allowed to create one template and define views for it. If the system activity sheet has not been created yet, from the toolbar, click Create, and select System Activity Sheet.
From the View menu, select Create New View.
In the Save View As field of the New View window, enter a name for the new view.
Use the various tabs for adding columns and filtering, grouping, and sorting information.
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.
Use the Filters tab to control what information is displayed in the selected view.
Use the Group By and Sort By tabs to identify which columns should be used for group and sorting and in what order.
When you are done, click Save.

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