Customization → View Management → Item Views

Item Views

Use the Investment Views tab to add views to the Projects module. New item views can be associated with existing item types from the Investment Types tab in the Types Setup tab.

Adding an item view

Add a new item view. Once added, item views will be available when you set views using the Investment Types tab in the Types Setup tab.

To add an item view
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the View Management tab.
  3. Select the Investment Views tab.
  4. Click New.
  5. Enter a name, a description, and choose an icon.
  6. Click Save.

Adding a summary view

Use custom summary views to capture additional item data in the Projects module.

To add a summary view
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the View Management tab.
  3. Select the Investment Views tab.
  4. Click New.
  5. Enter a name, a description, and choose an icon.
  6. Click Save.

Deleting an item view

If you don't need an item view, you can delete it.

To delete an item view
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the View Management tab.
  3. Select the Investment Views tab.
  4. Under Investment Views, select a view and click Delete. You cannot delete a system view.

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