Display Project Plan Data Using Views › Edit Views

Edit Views

Use the Layout and Description tab on the View Definition dialog box to edit the fields and columns in an existing view. After you have edited the view, you can overwrite the previous view settings or save your changes as a new view.

Saving new or edited views so that you can use them again. While you can save a view to any library group, you can save it to the Favorites library group if you will use it often.

To edit a view

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. Add or remove field names or columns to the view.
4. Click the Description tab.

   The view's description fields display.

5. Complete the following fields, and click OK:

   View Type

   Select Spreadsheet or CPM. Spreadsheet views display data in a table format.

   Note: You cannot sort or filter CPM 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.

   Level of Analysis

   Select the WBS Level that you want to display in the view. Data rolls up from the task level to the level selected. For example, if you set the Level of Analysis to Activity, the view will contains the activity and phases, but not tasks and milestones.

   Resource LOA

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

   Name

   Name the view, if desired. The name displays at the top of the view after the project name, and on the header when printing the view. If you create a new view, and do not populate the name field, the name field will automatically populate with the file name when you save it.

   Author

   Enter your name or the name of the person designing the view or managing the project, if desired.

   View Status 1

   Enter a note about the status of the current view, if desired.

   View Status 2

   Enter a note about the status of the current view, if desired.

   Note: The status fields display at the bottom of the view if you have the Display Status Bar option selected on the General tab in the Options dialog box.

   Notes

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

   The View Definition dialog box closes.

More information:

Define View's Layout

Define View's Description

Add Field Names to Views

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