Adding a User View

To add a user view to a Projectal screen, the first step is to get your Projectal screen looking as you want it with the data you want to see.  Adjust the layout, customize the settings and apply any filters.

Once you have your Projectal screen and data looking as you want it, then follow these steps:

1. Click the User View toolbar button on the screen's toolbar.
   
2. Click Save as User View menu item. This menu item could be named slightly differently depending on the screen that you are on (e.g. Save as Home Dashboard View, Save as Rebates View, Save as Tasks View, etc.).
   
3. On the Save View screen, enter a name for your user view.  This name will appear on the User View menu for quick recall.
   
4. After clicking OK, then your user view has been saved and is now listed on the User View menu for quick recall.
   

Tip: When you first create your user view, it is private just for your use.  no one else can see it since it is not yet shared for other users.  If you wish to have other users access this user view, then you can share it.