To update an existing user view for 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:
- Click the User View toolbar button on the Projectal screen's toolbar.
- Click the Update User View button that is listed alongside the user view's name in the User View popup menu.
- On the Save View screen, click the OK button to update the user view with your updated settings. Before clicking OK, you can also change the name of the user view to another name.
- After clicking OK, then your user view has been updated and is now listed on the User View menu for quick recall.
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