Creating a Custom View for Global Applications

Note: This topic helps you create custom views for global applications (applications that are available from global tabs). You can also create custom views for dynamic applications within workspaces. For details, see Adding Custom Views to Dynamic Applications in a Workspace.

Custom application views give you the flexibility to create global application views that display the information that is most important to you. To create or edit a custom view, you need the appropriate permissions.

The global applications that support custom views have a More Views menu on the Tab Toolbar, with a list of one or more views, and Create New View, Edit Current View, and Delete Current View options.

If you do not see those options, you may not have the permissions necessary to create or edit custom views for the application.

To create a custom application view:

Open the application for which you want to create a custom view.
The initial default view you see is one that was created for you by your Changepoint PPM administrator.
Click More Views on the Tab Toolbar.
Click Create New View.
The Custom View wizard opens in a separate window.

Note: You can click Edit Current View to modify an existing view and save it as a new view. This is a good way to learn how to create custom views.
The first step in the Custom View wizard depends on the application for which you are creating the view:
If you are creating a custom view for an application that displays workspace types (for example, the Projects, Executive, or Requests applications), you select the type(s) of workspaces the view will display. For more information, see Custom View Wizard - Workspace Types.
If you are creating a custom view for an application that displays application items (Documents, Issues or Tasks, for example), you begin by choosing and ordering the data fields that the view will include. For more information, see Custom View Wizard - Data Fields.

For help on wizard steps, click the step name: