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Define the Description of a View

Use the Description tab on the View Definition dialog 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.

Follow these steps:

  1. Open the Project ribbon.
  2. Click Manage Library in the View group.
  3. Select the view from the Libraries dialog and click Edit.
  4. Open the Description tab.
  5. Complete the fields. The following fields require explanation:
    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. For example, if you select Activity, the view contains activity and phases, but not tasks and milestones.

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

    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 of the view. 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 automatically populates with the file name when you save it.

    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 that are 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.

  6. Click OK.

You can edit the fields and columns in an existing view. After you have edited the view, you can overwrite the previous view settings or can save your changes as a new view. While you can save a view to any library group, you can save it to the Favorites library group if you use it often.

More information:

Create a View

View Definition Dialog

Define the Layout of a View

Set Up Sorts for Views

Set Up Filters for Views

Add Field Names on Views

Save Views

Spreadsheet Views

CPM Network Views