How do I create a standard view?


As an administrator it is possible to define a standard view to the users of the portfolio, on the different list views the users have access to. 

To setup these lists, you need to create a standard view. 

Step by step - Create standard view:

  1. Select "System Information"
  2. Go to "Project standard setups"
  3. Click "New project standard setup"
  4. Enter a name and set the list as Active
  5. Click "Create"
  6. The view will now be displayed as an active view


Step by step - Edit standard view:

  1. Go to a list where you want to define the view
  2. Select the created standard view
  3. Edit the chosen view
  4. Define the view as you want and finish with "OK"

NB: The users will now be able to choose the new standard view.


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