Modify and Save Views in the Work Plan Grid
Select the View menu drop-down to change views, save views, and delete views. Views are listed in alphabetical order. Global views have a globe icon next to them. Only administrators can save global views. Personal views have a person icon next to them, if you have any saved.
Modify View
Make changes to the view, such as adding columns, arranging columns, etc. Whether or not the Timeline, Gantt, and Activities show is a saved with the view.
Add and remove columns
To add or remove a column from the view, right-click in any column header. Expand the Columns sub-heading. The columns already in the view marked with a check. The remaining available fields are listed. Select or deselect the columns to show or hide in the view. Newly added columns show on the far right.
Arrange column order
To arrange the columns, click on the column heading and drag the column to the desired location. Let go of the mouse to drop the column in that spot.
Select additional Work Plan Grid options
Open the Grid options menu. Select the desired Grid options to show.
NOTE: Only the Gantt and Timeline can be saved in a view. All other Grid options must be applied when working in the Grid.
Save a view
Make any changes to the view, such as adding columns, arranging columns, etc.
On the View menu, select Save View. The Save View form will open.
Complete the Save View form.
View Name: Initially, the current view name will show. Update to a new name. If updating a view rather than saving a new view, keep the name as-is.
View Scope: Set the scope for the new view. Options include:
Global - All Plans: This view will be available for all users in all plans in your OnePlan Work Planner. Only Administrators can save Global views.
Personal - All Plans: This view will only be available for you across all plans in your OnePlan Work Planner.
This Plan: This view will only be available for the current plan. You want to use this option when you use local plan fields in the plan.
Default View: Check the checkbox if this is a default view. A default view will open automatically when you go to the Work Plan.
Click Save. Your new view will now be available from the Views menu.
Delete a view
Navigate to the view you want to delete.
On the View menu, select Delete View. Deleting a global view deletes it for everyone.
Confirm deletion.
