View Properties dialog - Details tab

To access the View Properties dialog, on the View tab, in the Views group, click New or Properties.

1. Type a name for the view in the Name field. You cannot edit the name of the default bar chart view.
2. If you want to assign a category to the view, select a view category in the Category field. Categorising views makes it easier to find the view you are looking for, for example when selecting a view to apply to the current project. Whenever you select a view, they are arranged into their categories, with any views that do not belong to a category being displayed below the view categories that do exist.
3. Select the table definition you want to use when displaying the bar chart in this view in the Bar Chart table field.
4. Select the table definition you want to use when displaying a cost breakdown structure in this view in the CBS table field.
5. Select the table definition you want to use when displaying a resource breakdown structure in this view in the RBS table field.
6. Select the table definition you want to use when displaying this view in 'predecessors & successors' mode, 'path to task' mode and 'path from task' mode in the Pred/Succ table field.
7. Select the table definition you want to use when showing the effect of current progress on a baselined plan by displaying this view in 'jagged progress' mode in the Jagged table field.
8. From the Filter field, select the filter that you want to apply to this view. All the filters in the project are available in this list.
9. Select the sort/group you want to apply to the view in the Sort/Group field.
10. In the Default print profile field, select the print profile to use by default for printing when this view is the current view.
    
    The following fields appear greyed out if the view is currently locked to another user.
11. 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.
12. 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.
13. Select the Lock view settings check box to prevent any changes that you or other users make to the view from being saved, or clear the check box to enable users to save changes to the view.
14. 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.
15. 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).
16. Select the Available in Project Viewer check box if you want to make this 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.