Editing a Global Application Custom View

If you have adequate permissions, you can create and edit your own custom views in many global applications.

When you first log in to PPM, the application views you see are default views created for you by your administrator. Custom views created by the administrator can be assigned by user, or by role. If your application view was assigned by user, and if you have the correct permissions, you can edit that view and save it with changes you have made.

If the view was assigned by role, you can edit the view and save a copy of it, but only the administrator who created the original view can change the original view. Note: If you are an administrator who created and assigned the original view by role, you can edit that same view and all changes are reflected in the view for assignees, but there is no indication that you are editing a shared view.

You will not see every step in the Custom View wizard. The steps you see depend on your enterprise role and the application in which you are working.

To edit a global application custom view:

Open the application with the view you want to edit.
Click More Views on the Tab Toolbar and click Edit Current View. The Custom View Wizard opens with the information defined for the current view.
In the Select and Order Data Fields step of the wizard, select the data fields you want the custom view to display and order the fields. Click Next Step to continue to the next step, or click Skip To to go to a different step.Note: The specific fields available to you depend on the application for which you are editing a view.
In the Grouping and Sorting step, choose how the items in the view should be grouped and ordered.
Click Next Step to continue to the next step, or click Skip To to go to a different step.
In the Summary Calculations step, define any summary calculations you want to include in the view.
Note: You do not need to include summary calculations.
Click Next Step to continue to the next step, or click Skip To to go to a different step.
In the Filters step, define any filters you want for your view.
Click Next Step to continue to the next step, or click Skip To to go to a different step.
In the Name and Save step of the wizard, your options depend on what kind of view you are editing: a view you created, a view created by the administrator and assigned by user, or a view created by the administrator and assigned by Changepoint PPM role.

To update the name, make your changes in the View Name text box. Important: If you click Save a Copy without changing the view name, you create a second view with the same name as your original view. The views will appear on the More Views list with nothing to distinguish between them.

To make the view your default view, select Make this my default View.
If you are editing a view you created, or an administrator-created view that was assigned by user, you can:

Save the original view with the changes you made. To do this, click Finish and Save. The view is saved with your edits.
Save the edited view with a new name, preserving the original view and creating a second view. To do this, update the View Name and click Save a Copy. The view is saved with the new name, and the original view remains unchanged.

Note: If you see a Finish and Save button, you are editing a view you created, or an administrator-created view that was assigned by user.

If you are editing a view created by the administrator and assigned by role, your only option is to save the edited view as a new view:

To do this, update the View Name and click Save a Copy. The view is saved with the new name, and the original view remains unchanged.