Customizing views in Microsoft Project 2010

Customizing views

You will probably be familiar with the fact that you can have a single view which is normally applied to the active screen as a whole, or the active pane when the screen is in split mode.

You can also select a combination view with one view in the top pane and another in the bottom pane as a way of Customizing views.

The key here is to understand that it is the top pane that provides the control data, and the bottom pane that displays relative information to whatever has been selected in the top pane.

When in split screen mode and a new view is applied, it is applied to whichever is the active selected pane.

Customizing views for screens

There is a difference between a view and a screen.  For example, in a split screen, the top pane contains a screen and the bottom pane contains a screen.

There are 16 default screens:

  • Calendar
  • Gantt Chart
  • Network diagram
  • Relationship diagram
  • Resource form
  • Resource graph
  • Resource name form
  • Resource sheet
  • Resource usage
  • Task details form
  • Task form
  • Task sheet
  • Task usage
  • Team planner
  • Timeline
You can use any of the above singularly or in combination as a way of Customizing views.

Creating A New View.

First, let us create a new single View…

moreviews

I have started in the Gantt View and selected the Task Menu and the pull down arrow in the Gantt Chart symbol as shown above:

Select More Views…
Open the More Views form and click on the ‘New …’ button in order to open the Define New View form:
newview-300x122

Select the Single view radio button and click the OK button.

Customizing views – the end result!

You now have the opportunity to create a new view and define its characteristics in terms of the screen view it uses, the table that want to apply, the Group, and the Filter (note that you can make this a highlight filter so that all information is shown, but only the criteria that relates to the Filter is shown in highlighted format):

viewchoice1-300x300

 

Select the Show in menu check box (partially hidden in the above image) do that your new view is displayed in the menu.

Click the OK button and you’re finished…

To select your new view, simply select the More Views command, and click on the Apply button to show your new View!

Creating a Combination View.

This is very similar to the above, but with slightly different dialog boxes:

In a similar way, select the more views, but this time select the Combination View option:

combo1-300x217

In a similar way to above, name your new view, and select the top and bottom screen choices:

combo2-300x166

 

Make sure that Show in menu is selected so that this new view is also added to the menu.

As before, you will note that the new view is available as well as the existing view choices:

Customizing views in Microsoft Project 2010

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