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Define View's Description

Use the Description tab on the View Definition dialog box to define the view.

Note: You cannot sort or filter Critical Path Method (CPM) Network views. However, you can zoom in, zoom out, and use the Panning Overview option to focus on a smaller window of dependencies. The Panning Overview option appears when you right-click on a dependency box in a CPM view.

To define the view description properties

  1. Select Manage Library from the View group in the Project ribbon.

    The View library dialog opens.

  2. Select the view from the library dialog and press Edit.

    The Layout tab on the View Definition dialog box opens.

  3. Click the Description tab.

    The view description properties display.

  4. Complete the following fields:
    View Type

    Defines the view type.

    Values:

    • Spreadsheet. Displays data in a table format.
    • CPM. Displays data as a graphical model of tasks and their relationships.

    Default: Spreadsheet

    Level of Analysis

    Specifies the WBS Level that you want to display in the view. Data rolls up from the task level to the level selected.

    Values: Task, Project, Phase, Activity, and WBS Level

    Example: If you select Activity, the view contains the activity and phases, but not tasks and milestones.

    Resource LOA

    Indicates whether you can see consolidated data on resources. This field is used with the filter tool. If you filter a view for a specific resource and select this check box, you can see only information for that resource in the view. If you clear this check box and filter on resources, only the associated tasks are filtered out and not the assignments.

    Name

    Defines the name the view.

    Note: If you do not name your view, the view name defaults to the file name.

    Author

    Defines the name or the resource designing the view or managing the project.

    Default: CA Clarity PPM

    View Status 1

    Defines the status of the current view.

    View Status 2

    Defines the status of the current view.

    Notes

    Enter any notes related to the view definition, such as situations in which the view can be useful, or suggestions on how to modify the view for further analysis.

  5. Click OK.

    The view is created and the View Definition dialog box closes.

More information:

View Definition Dialog Box

Define View's Layout

Set Up Filters for Views

Set Up Sorts for Views

About CPM Network Views

About Spreadsheet Views