Creating User Interface Views

Create a user interface view to optimize user to module interaction. The user interface view permits visibility to features essential for a role while hiding functionality that is not applicable. You can choose to create a brand new user interface view or modify an existing view.

To create a user interface view:

  1. On the "" Navigation Menu, expand "" Administration and click User Interface Views.
  2. On the User Interface Views page, click "" Add.
  3. Click the Content tab.
  4. On the Content tab:
    1. Enter a unique name in the Name field.
    2. Select which section the new user interface view should show when it is first opened from the Start Page list.
    3. Configure the Menu Items and Dashboards for the view on the Dashboards tab.
    4. Configure the Menu Items and Pages for the view on the Portfolios tab.
    5. Configure the Menu Items and Pages for the view on the Projects tab.
    6. Optionally select views to open when the EPS, Activities, and Assignments pages are opened.
    7. Configure the Pages for the view on the Resources tab.
    8. Optionally select a view to open when the Assignments page is opened.
    9. Configure the Menu Items for the view on the Administration tab.

      Note:

      • If you select the option next to Menu Items or Pages, all items will be included in the view. Conversely, if you clear the option, none of those items will be displayed in the view.
      • To configure the sequence of pages and dashboards, select a page or dashboard and click Move Up or Move Down. The first item listed in each section is designated as the left-most item for that section.
  5. Click the Activity Editing tab.
  6. On the Activity Editing tab:
    1. Expand each section and select the option in the Edit field to allow the user to edit that type of data in the view.

      Note:

      If you select the option next to the name of the section, all items in that section will be editable. Global Activity Codes, EPS Activity Codes, Project Activity Codes, and User Defined do not have the select all option; you must select each code individually.

  7. Click the Users tab.
  8. On the Users tab:
    1. Configure the list of users for the view.
  9. Click Save.

Tip:

  • To create a new view which shares some features with an existing view, select the view and click "" Context and select Duplicate, then configure the new view.
  • Users can view their interface view settings on the My Preferences page View tab.
  • Continue to configure views over time in line with changing roles, capabilities, features, and organizational needs.
  • You can quickly add users to a user interface view by double-clicking their name in the Available Users column. Likewise, you can remove users from a view by double-clicking their name in the Selected Users window.
  • You can also assign user interface views on the Users page.