Local Tables & Views; Relationship

[Stuart @ Childrens Hospital]

Do I need to have both a local table and a local view to change the Entry
Table / Task Sheet for my own project?

We have Global Tables and Views defined for our company. I would like to
change a few fields displayed (order, width, centered, ...) on my task sheet.
I would still like to use the Global Table, only that the data is displayed
a little differently. The question I found on this topic said to copy the
global table & view, edit the copies, and "Tools - Organizer" and copy the
local tables to the Global.mpt. I am trying to avoid putting my "views" on
the Global list that may confuse others in my company and I certainly do not
want to creat new Global Tables.

The following instructions from Dale Howard worked like a charm!

Thanx,
Stuart

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

 

[Dale Howard [MVP]]

Stuart --

If you want to modify the default Entry table and default Task Sheet view,
you can certainly do so. However, our company recommends that you do not
change any of the default Tables and Views in Microsoft Project, as doing so
can have an unexpected impact on the standard Reports included with the
software. Instead, we recommend that you copy the existing Entry table,
give the new table an original name, and then make your modifications to the
new table. Then make a copy of the Task Sheet view, give the new view an
original name, and then select the new custom Table in this new custom View.
If you create your own custom table and view, then others who open and
examine your project will not be confused, at least not in theory. Hope
this helps.




"Stuart @ Childrens Hospital"

 

[Stuart @ Childrens Hospital]

Dale;

I must not have made it clear what I am after, my apologies...
I would prefer to use the Global Table and create a personal/customized View
(of that table). When I create the personal view, the displayed entry table
maintains it's original format (with warnings my formatting changes will not
be saved).
Perhaps I do not clearly understand the relationship between tables and
views. Is there some documentation that makes this clear? I appreciate your
help!

Thanx,
Stuart

 

[Dale Howard [MVP]]

Sutart --

Based on what you want to do, you need to follow my original set of
directions. Make a copy of the Enterprise Entry table and give it a unique
name to identify that it is a personal custom Table. Then make a copy of
the Enterprise Gantt Chart view, give it an original name, and select your
custom Table in the view definition. Once you have done this, you can copy
your new custom Table and View to your Global.mpt file using Tools -
Organizer.

To clear up one matter, a Table is defined as a collection of columns (or
fields). A View is defined in Microsoft Project as follows:

View = Table + Filter + Group + Screen

As you see in the definition above, a Table is part of a View. Hope this
helps.




"Stuart @ Childrens Hospital"

 

[Charlie]

Can you clarify how the Enterprise Gantt and the Gantt views differ? Am I
understanding correctly that there should not be a Gantt view in the
Enterprise Global template under the organizer ?

A project manager here changed the Gantt view(NOT Enterprise Gantt) in a
project, and I can see the new columns that were inserted when I open the
project. I assume that means the Gantt view on the server(that is supposed
to be there??) was modified ?

This is actually desirable in this case. Is this project specific, or will
this Gantt view show up in all projects?

Thanks!

Charlie

 

[Dale Howard [MVP]]

Charlie --

The Gantt Chart view is a local view that is included by default in the
Global.mpt file of every Microsoft Project user. The Enterprise Gantt Chart
view is an enterprise view that exists only in the Enterprise Global file.
The Gantt Chart view should not be present in the Enterprise Global file.
If it is, delete it and any other local views using the steps detailed in
the following link:

http://www.projectserverexperts.com/Shared Documents/cantoverwriteobject.htm

Hope this helps.