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How to save changes to a existing view or create a new view

Written by Charnjit Singh Dharival
  • Change the Colour By Legend to task status, but can't save the amendment on a specific view.

  • Create a different view so that both customer and departmental views are visible.


Please complete the following steps:

  1. Select Task Overview ( from left-hand pane)

  2. Tick the relevant properties e.g. Quantity from Task

  3. Select Resource List

  4. tick relevant resources to display in the view

  5. Click Save View As

  6. Enter view name and click Save

  7. To see the newly created view, select view

  8. saved views

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