Creating a Custom View

  1. On a task or reports grid, select Standard or other custom view from the list.

  2. Make changes using filters, sorting, column selection, and reordering.
    Note: The state of the selected view is changed to modified as indicated by the text in italics and the asterisk.

  3. To save the view, select Save As New.

  4. Enter a name for the new custom view select Confirm.

    After the view is saved, it displays in the views list.

    Note: The custom view should have a unique name. If an existing name is entered for a view, ‘Copy’ is added at the end of the name.

    Note: A custom view name should be unique. If a view already exists with the same name, the text ‘Copy’ will be added.