Setting up views
If you have administrator privileges, you can customize the Microsoft Project Central
information that team members see. Point to Administration
on the menu bar, click Manage Views, and then follow the instructions for
creating and customizing views.
There are typically four steps for setting up views:
- Specify views. A view is a table that allows you to see only selected areas
of a project, based on fields and filters. Microsoft Project Central includes various predefined views that allow you to see different aspects of project
information.
- Create categories and add views to categories. A category maps users to
views and projects.
- Assign users to categories. A category maps users to projects
and to the views where they can see project information.
- Modify the team members' permissions by assigning each of them to one or more
categories and specifying which resources' assignments that team member has
permission to view.
The following steps are optional:
- For projects stored in a database, you need to make sure that
the project server has a data source name (DSN) pointing to that database. This DSN should have
the same name as the original DSN that was used to save the project. The DSN must be
either a System DSN or a User DSN. It cannot be a File DSN. You must provide the correct user ID and password for the appropriate DSN. Go
to the Administration Overview page, and click Data Sources for Views to provide this
additional information for the DSN. If your projects are stored in a
database, you may want to do this step before setting up views.
- If you want to create your own views instead of using predefined views, you have two options:
- Add a new view with the fields you specify. Point
to Administration, click Manage
Views, click Specify Views, and then click New View. Follow the
instructions to add fields to the new view, and to add the view to a
category or categories of users.
- Add ASP files, data access page files, and Active Server Pages (ASP) that generate HTML code, to specific server folders to
make them available to Microsoft Project Central as a type of view. On the
server, add these files to the respective folders under the folders,
\\views\portfolio\ or
\\views\assignments\. Then add these files to the table of
views by clicking Get Additional Views. In order for users to see these new
views, select the view, click Modify View, and then scroll down the page to
specify a category of users who can see the view. See the file svrsetup.htm
on the Microsoft Project 2000 CD to learn more about adding data access page files and
ASP files to the server to make them available to team members.
Note HTML files should be added to the \\views\portfolio\ folder
to make it easier for team members to view them.