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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:

  1. 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.
  2. Create categories and add views to categories. A category maps users to views and projects. 
  3. Assign users to categories. A category maps users to projects and to the views where they can see project information. 
  4. 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:

  1. 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.
  2. If you want to create your own views instead of using predefined views, you have two options:

Note   HTML files should be added to the \\views\portfolio\ folder to make it easier for team members to view them.