Creating and Using Custom Plan Views

Custom Plan Views allow the user to view a selection of tasks based upon selection criteria in a format that can be filtered, sorted and grouped.

To use a custom plan view, the user must:

  1. Open Plans for the appropriate project.
  2. Open a plan by clicking on the plan name link in the plans list.
  3. Click Views, Custom View tab at the top of the window.
  4. You may use one of the quick view by selecting a view in the Current View dropdown of the ribbon bar.
  5. You may also reorder and/or filter columns in the grid.
  6. You may group items by dragging one or more columns onto the grouping row above the grid headers.
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Article ID: 3627
Tue 2/3/15 11:25 AM
Mon 6/29/20 1:32 PM