Changing View Details (property columns)
The details (or property columns) that you see in the document list when you open a folder or run a search are determined by the view that is applied. Each column in the view represents a ProjectWise document or folder property. If you want to see different details about your documents and folders, you need to change the view.
The document list in ProjectWise Web contains the following columns by default, in this order:
The columns can be changed by:
- turning on the Global view option, which dynamically changes the view as you change folders, based on whichever global saved view is assigned to the folder you are in (global saved views are created and assigned to folders in ProjectWise Explorer)
- turning on the Default view option, which either applies a pre-set global saved view to the document list for the entire work area connection (if the ProjectWise Web administrator set a default view in the display options), or applies the default columns of ProjectWise Web (if no default view is set)
- creating and applying a personal view, which is a view that you create just for yourself in ProjectWise Web
- making temporary changes to the current view (whether the current view is the global view, the default view, or a personal view)
Enabling global views (the view changes dynamically as you change folders)
The Global view option applies whatever global saved view is assigned to the selected folder (global saved views are assigned to folders in ProjectWise Explorer). When you enable global views in ProjectWise Web, then as you navigate the work area connection and open different folders, the view will change dynamically based on which global saved view is assigned to the folder you are in.
To enable global views:
Using the default view (the view stays the same as you change folders)
The default view in ProjectWise Web can either be:
- A global saved view that
has been set as the default view (set by the
ProjectWise Web administrator in the
display options).
or
- The default columns of ProjectWise Web, if there is no global saved view set as the default view.
When you apply the default view, the view columns will stay the same as you change folders.
(admins) To set a default view:
- Click the
Settings button
and then select
Display options.
The Display options dialog opens.
- Next to Select a default view for the connection, select a global saved view from the list.
- Click Save.
(users) To apply the default view:
Making temporary changes to the current view
You can make temporary changes to the current view (add, remove, rearrange columns), whether the current view is the default view, a global view, or a personal view. The temporary view will remain active throughout your session unless you reset the current view, or select another view.
- Click the
Column views button
and select
Configure columns.
The Configure columns dialog opens. The Selected columns list shows the columns that are in the current view.
- Add, remove, or rearrange
columns as needed:
- To add columns to the current view, select a property set from the Select environment list, then move properties from the Available columns list to the Selected columns list.
- To remove columns from the current view, move properties out of the Selected columns list.
- To change the order of the columns in the view, select a property in the Selected columns list and click the up arrow to move the property to the left in the view or down to move the property to the right in the view.
- Click
Apply.
The selected columns are applied to the document list.
Using personal views
Personal views are the views you create for yourself in ProjectWise Web. (These are different from the personal saved views that you create for yourself in ProjectWise Explorer.)
To create a personal view:
- Click the
Column views button
and select
Configure columns.
The Configure columns dialog opens, displaying the columns of the current view.
- Configure the view columns as needed (add, remove, or rearrange columns).
- Click Save as my view.
- In the
Save my view dialog, do the
following:
- In the My view name field, enter a name for the new view.
- In the Usable in list, select whether you want this view to be available to you in this work area connection only (This connection) or if you want this view to be available to you in all of your work area connections (All connections).
- Click Save.
The new view is created and applied to the document list.
To apply a personal view:
- Click the
Column views button
and select one of your personal
views listed under
My views.
The selected personal view is applied to the document list.
To change the columns of a personal view and apply it to the document list:
- Click the
Column views button and select
Manage my views.
The Manage my views dialog opens.
- Click the
Edit icon (pencil) next to the view whose
columns you want to change.
The Configure columns dialog opens, displaying the columns of the selected view.
- Change the columns as needed (add, remove, or rearrange). You can also click Reset columns, which will put all of the default columns back (and in the default order) in the Selected columns list.
- Click
Apply.
The changes to the view are saved and applied to the document list.
To delete a personal view:
- Click the
Column views button and select
Manage my views.
The Manage my views dialog opens.
- Click the Delete icon (trash can) next to the view you want to delete.
- When prompted, click Yes to confirm deletion.
To make a copy of a personal view:
- Click the
Column views button and select
Manage my views.
The Manage my views dialog opens.
- Click the
Copy icon (last icon) next to the view you
want to make a copy of.
The Configure columns dialog opens, displaying the columns of the selected view.
- Change the columns as needed (add, remove, or rearrange).
- Enter a name for the new view in the My view name field.
- Click
Apply.
The view is created and applied to the document list.