Administration Part 3: View Management
Course Details
Duration: 43:19
Audience: Administrators
Overview of Course: Views are an integral component of working with AdaptiveWork. This course will teach Admins to create and manage the views that are utilized in their Organizations.
NOTE
- The video is available in our Planview University. Please visit https://university.planview.com > View On-Demand Catalog > search for 'AdaptiveWork' and enroll to AdaptiveWork Administration Part 3 - View Management (for free).
- (0:27) What are Views?
- (1:07) Accessing the View Navigator
- (3:06) Module Views
- (4:28) Module View Options
- (6:00) Editing an Existing View
- (7:31) Set Permissions/Access
- (9:25) Choose Display Format
- (13:11) Define Filters
- (14:59) Choose Columns
- (18:02) Related Information Panel
- (21:22) Best Practice: Use “Save As” to Create New Views
- (22:11) Advanced Options
- (22:51) Conditional Formatting
- (29:01) The “Team” View
- (31:31) Item Detail View
- (34:30) Item Detail View Options
- (39:08) Set Up Gantt View
- (40:53) Item Detail View Recommendations
Return to Foundation Training Course List
Related Videos:
- Conditional Formatting Tutorial
- Creating and Managing Views Tutorial
- Creating and Managing Chart Views
Additional Reference Materials: