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Create a new Project Web App view (Project Server 2010 settings)

 

Applies to: Project Server 2010

Topic Last Modified: 2013-12-18

Options for creating a new view in Microsoft Project Web App vary depending on the kind of view that you are creating.

To create a new view
  1. On the Quick Launch, in the Settings section, click Server Settings.

  2. On the Server Settings page, click Manage Views. A list of views is displayed.

  3. Click New View.

  4. In the Name and Type section, in the View Type list, select the kind of view that you are creating.

  5. In the Name box, type the name of the new view.

  6. In the Description box, type a description of the new view.

  7. Complete the remaining fields on the New View page. Not all options listed here are available for every view type.

    • Task, Resource, or Assignment   Choose the type of information to display in the view.

      noteNote
      These choices are available only when Project is selected as the View Type.
    • Available fields and Displayed fields   In the Available fields list, select the fields that you want to include in the view and then click Add. To reorder the fields, click a field name in the Displayed fields box, and then click Up or Down to move it within the list.

    • Field width   Click the name of a field in the Displayed fields box, and then type a number of pixels in the Field width box. You can repeat this for each field listed in the Displayed fields box. Setting this value is optional.

    • Custom Label   Click the name of a field in the Displayed fields box, and then type a display name in the Custom Label box. You can repeat this for each field listed in the Displayed fields box. Setting this value is optional.

      noteNote
      Custom labels are not available for the Resource Plan, Team Tasks, Team Builder, or Portfolio view.
    • Make column read only   Click the name of a field in the Displayed fields box, then select this check box to make that field read-only. Not all fields can be made read-only.

      noteNote
      Only the Timesheet and My Work views have this option.
    • Gantt Chart format   Select the type of Gantt chart that you want to use to display information.

      noteNote
      This option is available only for views that can show a Gantt chart.
    • Left offset for the splitter bar   Type an offset measurement in pixels to define the placement of the splitter bar in the view.

      noteNote
      This option is available only for views that can show a Gantt chart.
    • Show   Select the number of outline levels that you want to display, by default, in this view. People using the view will be able to expand additional outline levels.

    • Grouping format   Select the grouping style that you want to use, and then define the order of grouping by using the Group by and Then by lists. For more information about how to set up grouping formats, see Grouping Formats (Project Server 2010 settings).

    • Sort by   Select the fields by which you want to sort the view. In the Order list, select Ascending or Descending to define the order in which you want to sort the view.

    • Filter   Click this button to create or edit filters that you can apply to this view. For more information, see To set up a filter for a view.

    • Filter Resources to user’s RBS branch   Select this check box to display only those resources that fall under the resource breakdown structure branch of the resource looking at the view.

      noteNote
      This option is available only in Resource Center views.
    • Available categories and Categories which access this view   Click a category in the Available categories list, and then click Add to make the new view available to users in that security category.

      tipTip
      If users cannot see views that they think they should be able to see, a best practice is to first check that the correct categories are added to the view.
  8. After you have set all appropriate options for the new view, click Save.

You can apply a filter to a view so that data in the view is automatically narrowed based on a set of criteria.

To set up a filter for a view
  1. On the New View page, in the Filter section, click Filter. The Custom Filter dialog box appears.

  2. On the Custom Filter dialog box, select a field in the Field Name list and a test in the Test list, and then type a value to test for in the Value box. You can set a range of values by typing two values separated by a comma (,) in the Value box.

    tipTip
    As you create the filter rules, a green check mark or a red X is displayed to the left of the rule, under the Valid? heading. If you see a red X next to a rule, rest the mouse pointer over the X for more information about why the rule is not considered.
  3. If the filter contains more than one row, select an operator in the And/Or column to start a new row.

  4. Click OK when you have finished setting up filters.

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