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  5. Modifying Default Work Package Views

Modifying Default Work Package Views

Added by Herbert Cruz over 5 years ago

Hello:

Is it possible to modify the default Work Package views either system-wide or on a per project basis? 

I'd like the manual package order to be the default view instead of the automatic one.

Thanks.


Replies (4)

RE: Modifying Default Work Package Views - Added by Dashkin S. over 5 years ago

Yes, you can create your own "Views" for Work Packages.

First, modify the columns you see & their order by clicking on the ... menu icon on the top-right and selecting "Configure View."

Then, applies filters to modify what you wish to see (i.e. only closed tasks, etc.) by clicking on the Filter menu on the top-right of the view.

When you are done with your changes, save your new "View" by clicking on the ... menu icon on the top-right and selecting either "Save" [current view] or "Save as ..." to create a unique view.

RE: Modifying Default Work Package Views - Added by Jürgen Nagler-Ihlein over 4 years ago

I have the same question but the given answer did not work for me. On the one hand it seems that the question's focus on "either system-wide or on a per project basis" was not touched and the answer sounds like it's possible on both levels, on the other hand I can not modify a default view, I can only derive a new one based on a default which does not become a default view.

What I am really interested in: to have either a Work Package Default View changed system-wide or to have another view (being derived from a default view) to become a new additional system-wide Default View.

After changing a default view and choosing "Save" [current view] the default view is not altered, instead it turns into a "Save as ...". For this I can give a name and select Public and/or Favored. Public makes the view available for others of exactly this one project under a new category of views below the default views called "Public Views" otherwise it stays private (but again only for this project's work packages) and appears under a new category "Private Views". Favored is a personal setting for any view (Default, Public, or Private) and moves the view ahead of "Default Views" in a new category "Favorite Views".

RE: RE: Modifying Default Work Package Views - Added by Jürgen Nagler-Ihlein over 4 years ago

Is anything of #31423 already implemented? Maybe in the Enterprise Edition only? Or is currently "Administration -> Work packages -> Settings -> Customize the appearance of the work package lists" the only mean to change something about the default views at all?

RE: Modifying Default Work Package Views - Added by Max Mutzge over 4 years ago

Happy new year, everyone!
At the moment it is not possible to change the default view, neither per-project nor instance-wide. 

The respective feature request is #31423 (as Jürgen pointed out correctly). It is still in status "new" and has not been implemented yet. Please feel free to leave a comment there, showing your support.

Kind regards
Matthias

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