Projects Custom View

    In addition to the default project views such as Open Projects, Closed Projects, Pending Projects and My Projects, ServiceDesk Plus MSP introduces Projects Custom View which equips the users to add filters as per their requirement. For eg, You can customize new views such as "Projects costing more than $1000", "Projects starting today", "High Priority Projects" etc. These views can be configured with filter conditions and can be used in the projects list view.

     
    To create custom views,

    • Go to the Projects module.
    • Click on the Add View icon in the project filter menu.

    • New Custom View window will appear.
    • Enter a Name for the filter.
    • Select Mark as Private check box if you want that filter to be private.
    • Enter the Description.
    • Select the matching Field and Filter Criterion.

    For eg, if you select the field as "Actual Cost", the Criterion could be "lesser than" or "greater than" or "equal to". If you select field as "Description", the criterion could be "is", "is not", "starts with", "ends with" etc.  You can enter numbers/words or select values in the following field according to the filter condition you have selected.

    • Combined filter conditions can also be configured by clicking on the plus-icon.png icon.
    • Click on Preview to list the projects based on the filter conditions.


    • Click on Save.

    Managing the Projects Custom View

    The project custom views can be edited or deleted.

    To manage the Projects Custom Views,

    • Go to the Projects module.
    • Click on the Manage view icon to open the Manage Views page.



    In the Manage Views page you can add, edit, delete views and change the privacy settings of the Custom View.

    To add new Views,

    • Click on new-view.png icon at the top of the page to add a new Custom View.


    To edit Views,

    • Click on the edit-view.pngicon to edit the Custom View.

    To delete Views,

    • Select a View by clicking on the check box and click on delete-view.png at the top of the page.

    To Change Privacy Settings,

    • Click on the lock icon in the View to change the privacy settings. Closed lock lock-view.png indicates private View whereas unclosed lock unlock-view.png indicates public View.

    To Preview the Custom View,

    • Click on the preview-view.png icon to preview the projects under the Custom View.

    Filter access based on roles.

    Filters will be displayed based on the roles assigned to the users.

    For a project admins,

    • They can add new filters, edit their own filters and other's filters.
    • In the filter drop down all the filters will be shown.

    For other project members,

    • They can add new filters and edit their own filters.
    • In the filter drop down, their own filters and the "public" filters will alone be shown. 

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