Saving a view
To save the current view as a new view:
- On the View tab, in the Views group, click Save As. The Save View dialog appears.
- Enter a new for the new view in the Save this view as field.
- Select a view category into which to save the view if required in the Category field.
- Select the Project view check box if you want this to be a project view, or clear the check box if you want it to be a user view. This check box is greyed out if you do not have access rights to create project views, as you can only create user views.
- If you are creating a user view, select the Visible to all users check box if you want this view to be available to all other users, or clear the check box if you want the view to be available to yourself only. Project views are available to all users automatically.
- Select the Display on menu check box if you want to display the view on the View dropdown in the Views group on the View tab, or clear the check box if you want it to be available only via the More Views dialog.
- Select the Use view scales check box to apply the date zone scale to all charts within the view, or clear the check box to enable you to choose a different scale for each chart within the view. With the check box selected, if you change the date zone scale within one chart, the scale is applied to all charts; with it cleared, if you change the scale within one chart, the scale is only applied to that chart (and its subcharts, unless you subsequently change the scale within them).
- Select the Available in Project Viewer check box if you want to make the view available when users open this project in Elecosoft's free project viewing software - Project Viewer - or clear the check box to hide the view from users when the project is opened in Project Viewer. Clearing this check box is a simple way of hiding views that contain sensitive information - for example, cost information - from users of Project Viewer.
- Click OK.
If you make further changes to the view, they will be saved when you save the project.
If you change a user view that has been set up by another user using the View Properties dialog, you are warned and given the option to save the view as a new view rather than changing the existing view. You are given the same option if you try to save another user's view having changed it in another way.