Add or change a view

Team members can view project information by selecting different views from the View list at the top of most pages within Microsoft Office Project Web Access.

As an administrator, you can better meet the information needs of your organization by adding new views and changing the existing views.

  1. On the Quick Launch, click Server Settings.
  1. On the Server Settings page, click Manage Views. A list of views will appear.
  2. Click New View.

To edit an existing view, select the name of the view that you want to change.

  1. In the Name and Type section, in the View Type list, select the type of view that you are adding:

 Note   To create a Data Analysis view, you must first create an online analytical processing (OLAP) cube. Find links to more information about how to set up and manage an OLAP cube for data analysis in the See also section.

  • My Work     Team members use this type of view to review their task assignments.
  • Resource Plan     Managers use this type of view to create resource plans for their projects.
  • Team Tasks     Team members use this type of view to review the tasks to which their team is assigned as a resource.
  • Team Builder     Managers use this type of view to create a team for their project (not a resource plan).
  • Timesheet     Team members use this type of view to report time against the projects to which they are assigned.
  1. In the Name box, type the name of the new view.
  2. In the Description box, type a description of the new view.
  3. In the Table and Fields section, in the Available fields list, select the fields that you want to include in the view, and then click Add.

If you are adding a Project view, above the Available Fields list, click Task, Resource, or Assignment, to define the type of information to display in the view.

 Notes 

  • To define a field width, under Displayed fields, click the field, and then click the Field width option. Type a field width in pixels, or click the Automatically fit this field to width option.
  • You can change the field order in the view. Select the field that you want to move, and then click Up or Down.
  1. In the Format View section, choose how you want to format the view. For Project, Project Center, and Resource Assignments views, in the Gantt Chart format list, select the type of Gantt Chart view that you want to use to display information.
  2. In the Specify the left offset for the splitter-bar in this view box, type an offset measurement in pixels to define the placement of the splitter bar in the view.
  3. In the Show list, select the number of outline levels that you want to display by default in this view.
  4. In the Grouping format list, 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.

 Note   If you group by a date field, such as Start, the projects will be grouped in minute increments.

  1. In the Sort by list, 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.
  2. Click Filter to create or edit filters that you can apply to this view.

In the Define 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. If the filter contains more than one criterion row, select an operator in the And/Or column to start a new row.

 Tip   To test the filter before applying it to your view, click Validate Filters.

  1. In the Security Categories section, click a category (category: A mapping, within Project Server, of users to projects and views. Each category has a name and allows users in that category to access specific projects through a specific set of views.) in the Available categories list, and then click Add.
  2. Click Save.

ShowWhy can't I perform some actions in Project Web Access?

Depending on the permissions settings you used to log on to Project Web Access, you may not be able to see or use certain features. Also, what you see on some pages may differ from what is documented if your server administrator customized Project Web Access and did not customize the Help to match.

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Applies to:
Project Server 2007