Creating and editing custom views

Organize, sort, and group projects - e.g. by assigned responsibilities, deadlines, project type, priority, etc. You can save the created project list view and open it again as soon as you use the project list again.

Use the standard views provided by InLoox PM Web App. These views help you to display data in a flexible way.

InLoox PM Web App enables you to save personalized views. Please follow these steps:

1. Change the view directly in the project list on the Projects page.
   For more information on how to do this, see Customize a view in this article.
2. Below the Ribbon, left, in the View area click Save current view.
   1. In the Save View dialog box, enter a view name.
   2. Activate the Visible for all users check box, if you want to share this view with other authorized users.
   3. Click OK.
      The new view is now displayed in the View area.

You can also generate a personalized view for other pages accept page Resources.

This is how you can use a personalized saved view:

1. Below the Ribbon left, in the View area selet a view from the list, e.g. Project controlling.
   InLoox PM Web App loads the saved view with customized data.

You can also modify the saved view:

1. Below the Ribbon left, in the View area click More views.
2. In the Views dialog box you see all saved views with the information about their type and visibility for other users. Do one of the following:
   • Edit a view  Select one from the list and click Edit. Now you can modify it in the Save View dialog box. See section Generate the personalized view for the description. Then click OK.
   • Remove a view  Remove a template permanently from InLoox PM Web App. Select a view from the list and click Delete.
3. Click OK.

This example illustrates how you can customize the view of any page accept the page Resources. The page Projects with the project list is a home page in InLoox PM Web App.  You can customize the project list view with the following possibilities:

• Sort the information in the project list  Click on a column by which the project list is supposed to be sorted.
  The project list will be displayed according to your choice. Click    in the column to sort in rising or in descending order by clicking .
• Group the projects according to the selected criterion  Click on a column, e.g. Status, by which the project list is supposed to be grouped.
  • Drag a column into the area above the column headers.
    The project list will be grouped by the selected criterion. Reset the grouping via Drag and Drop into the project list.
• Add more information to the project list  Use the Choose fields feature to organize the project list by selected information.
  • On the Start tab, in the View group click Choose fields. You can also use the context menu for this command.
    1. Right-click on the project list to open the context menu.
    2. Click Choose fields in the context menu.
  • On the Choose fields dialog box, click the field you want to add and drag it into the column headers.
    Reset the fields via Drag and Drop into the project list.
• Define individual fields  You can implement the workflows for all users with this feature.
  Example: The development department staff only sees projects with the status Development. If the status changes to Bill, the project becomes visible to accounting staff; for other persons the project remains hidden.
  For more information see Search and find projects.