Customizing the View

J

JungleBoy

Is Project Managerable to customize their projects. Currently, if I remove a
column, it will reappear the next time I open the project. Also If I add a
column and save it when I open the project that column will not be there and
I have to readd it to the view to see it. The same is true is the print
format is changed.

Any advice will be helpful.

Thanks
 
T

Trevor Rabey

MSP has Tables, Views, Groups, Filters and Reports etc (see all of them with
the Organiser).

A Table is a particular selection and arrangement of columns (fields),
usually only a small set from the many available (maybe 60 but I haven't
counted them)
Whenever you show or hide (insert/hide) columns, or even change the column
width, you are changing/editing that Table, and it will stay that way until
you change it again. Some changes such as column width are very minor (ie
have no important consequences) and necessary, but others should be done
sparingly and perhaps avoided altogether in favour of a different approach.
Inserting and Hiding columns ad-hoc can leave you with a Table which no
longer resembles the original, and you have lost whatever design and
functionality that the original had. It is better to create new Tables for
special purposes. It is better to leave the originals alone, and if
necessary recover the originals from the Global Template.
You can see what is controllable, or how a Table is defined, by View, Table,
More Tables and then create a new one or edit an existing one.
If you change a Table, say the Entry Table, in the Gantt Chart View you can
go to View, Table, More Tables and see how your changes have become part of
the Table definition.

This explanation about Tables also applies to Views, Groups, Filters and
Reports etc.
Don't change them very much.
If you do change them, recover the originals from the Global Template with
the Organiser.
If you want them different, make new ones, usually based on the most similar
built in one.

The Text and Bar formatting and all of Page Setup are stored by the View.
Since it is common to need to have a variety of formatting "sets" and
various Page Setups for different Headers and Footers etc, it is common to
need to create more Views. A View consists of a Group, a Filter, a Table and
a bunch of Formatting. So if you want a special View you will probably have
to make a a Group, a Filter, a Table to go with it.

Trevor
 
T

tonyzink

Hi JungleBoy --

Are you using MSProject in conjunction with Project Server?

If so, then you may be attempting to change a table which is stored in
the Enterprise Global template... which is not editable by simply
adding or removing columns as you describe. The Enterprise Global
template stores a set of preconfigured Views, Tables, Filters, Groups,
etc., and it is stored on the server. Depending upon how the Project
Server is configured, the Enterprise Global template is normally only
editable by an Administrator.

However, in the situation described above, you should still be able to
modify your own local set of Views, Tables, Filters, Groups, etc....
the key is knowing which ones are in the Enterprise Global template
(and thus "locked down") and which ones are stored locally. Your
Project Server Administrator should be able to help you with this.

Good luck!

Tony Zink
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T

Trevor Rabey

Good point.
I didn't notice that he was changing them but they weren't sticking.
Like we used to say about the exams - "answer the question that is asked"
 

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