Saturday, 2 February 2019

Microsoft Project - Views - Creating New Views

Creating New Views 

New views can be set up by:

1. View Menu

2. More Views …


3. Click on the New Button



4. Choose whether a single view or combination view is required

Single view will give one only such as a Gantt Chart.  Whereas Combination view will allow two views to be shown together such as Resource Allocation.  In a combination view the bottom window is always dependent on what is selected in the top window. Eg If the top window is the resource sheet and the bottom window is the Gantt Chart, then the bottom window will only show the tasks being done by the resource selected in the top window.

If Single view is selected: 

5. Give the view a name

6. Choose what sort of screen is required. (Gantt chart, sheet, usage etc)

7. Select table is required.  (Could be one that has been created.)

8. Is the data to be grouped in any way?

9. Does any filter need to be applied

10. Do you wish to use this view regularly?  If the answer is yes then tick the show menu and it will be shown in the View menu, (or the view bar if it is being shown) otherwise the view can be accessed via the More Views dialog box.



If combination View is selected:

1. Give the view a name

2. Select which view is to be shown in the top

3. Select which view is to be shown in the bottom window

4. Tick the Show in menu button if the view is to be used regularly



NB if one of the views for the combination view is a new view then that new view needs to be created first before the combination view can be created.






















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