Customizing Local View When Using Server

[Tammy]

I have someone who is using Project XP on the desktop in a
Project Server 2003 environment.

There have been custom enterprise view templates set up
that all users default to. And obviously, editing the
enterprise view template changes it for all users.

I have one user who requires a bit different view. We do
not want to create an enterprise view for this situation.
However, because he is seeing/using the enterprise view,
he obviously does not have the rights to edit/change it.

So how do allow him to use a 'local' view which he can
customize anyway he wants. This seems like it should be
something pretty straightforward that I'm missing, but I
cannot quite figure out the answer.

Thanks for any help you can provide,
Tammy

 

[Dale Howard [MVP]]

Tammy --

You should have the user create a personal custom View to handle this
problem. Ask the user to open any project to do the following steps:

1. Click View - Table - More Tables
2. Select the Table contained in the enterprise view you mention and click
Copy
3. Give the new Table an original name (for example, if I copied the
Enterprise Entry table, I might name the copy "_DH Entry")
4. Click OK and then click Close
5. Click View - More Views
6. Select the enterprise view and click Copy
7. Give the new View an original name (for example, if I copied the
Enterprise Gantt chart, I might name the copy "_DH Gantt Chart")
8. Select the new custom personal Table created in step 3
9. Click OK and then click Close
10. Click Tools - Organizer
11. Copy the new View from the list on the right to the list on the left
(the Global.mpt file)
12. Click the Table tab
13. Click the custom Table from the right to the left as well
14. Click Close

Hope this helps.

 

[Guest]

That worked! Thanks so much for your help! I should have
thought of the Table side...

Tammy