Fresh Projects

00:00: Project data is now presented in a table format, allowing users to create multiple

00:05: custom views.

00:07: This gives you the flexibility to create views tailored to what matters most to you.

00:12: Custom views allows faster access to your relevant data

00:15: - resulting in less time spent filtering or searching for what you actually need.

00:20: Let's take a look at how to set up a custom view within our Project dashboard...

00:26: On the Main Menu click 'Projects'.

00:30: Then,

00:31: click 'All Projects'.

00:34: At the top of your page,

00:36: click 'Add Custom View' to start creating a new view.

00:41: Then,

00:42: begin by naming your new view.

00:46: Click the visibility dropdown to assign who has visibility of this specific view.

00:52: Within the Filters tab, you'll be able to add project-specific parameters that are relevant

00:57: to your view.

01:00: Start by clicking "Add filter" to add a new filter option.

01:05: Then select your relevant filter from the dropdown menu.

01:10: You might opt to filter by Full Fee.

01:13: When picking a numerical filter, you'll have the option to add further value

01:17: parameters for the projects you'd like to see.

01:21: In this example, I would like to see all projects with a Full Fee value over £5,000.

01:26: pounds.

01:29: Then click done.

01:32: All your filters will then be displayed, and you can continue adding additional

01:36: filters as needed.

01:40: You can then proceed to the columns tab to customise which columns appear in your

01:44: project view,

01:45: as well as the order in which they appear.

01:49: Columns are broken down into Left,

01:51: Center,

01:52: and Right grouping options.

01:55: Columns that are "Pinned Left" are fixed to the left side of the table.

02:00: "Center Columns" are scrollable columns located in the central area of the table.

02:07: Finally, columns that are "Pinned Right" are fixed to the right side of the table.

02:13: To rearrange any columns,

02:15: simply click the column icon.

02:18: Then, assign it to another column grouping.

02:22: To adjust the visibility of columns,

02:25: simply toggle the column off to hide it.

02:29: Below is a list of additional "Hidden Columns" that don't appear by default.

02:35: To add one of these hidden columns to your view,

02:38: simply toggle the column to active.

02:43: Now,

02:43: click on the "Display" tab to customise grouping options as well as default displays

02:48: for your custom view.

02:51: Ticking "Group Rows" will allow you to group your rows based on any filter

02:55: parameters you have chosen.

02:57: In this example,

02:58: I will be grouping projects according to Project Status.

03:03: Then,

03:04: select the default state as either Collapsed or Expanded.

03:09: Collapsed groups are closed by default,

03:11: showing only group headers until you click to expand them.

03:15: Expanded groups are open by default,

03:18: showing all projects within each group right away.

03:23: You can tick "Show Group Subtotals" to display a subtotal value below each group.

03:30: In the case where you have selected a numerical value column for your custom view,

03:35: such as "Actual Cost"

03:36: - the "Add Footer" option will become available to you.

03:40: You will now be able to aggregate your project data based on this value,

03:44: as well as choosing the calculation method displayed.

03:49: You can select from a variety of calculation options such as Total, Average, or

03:55: Minimum.

03:57: Finally,

03:57: click "Save View" to save your custom view settings and apply them to your project

04:01: dashboard.

04:04: Your new custom view will now be displayed on your project dashboard,

04:08: showing your data based on the column,

04:10: grouping,

04:10: and display settings you selected.

04:15: The sort icon will allow you to seamlessly sort column data.

04:21: Here you can easily collapse and expand your project groups as needed.

04:27: Below each group will be your subtotal data value.

04:31: At the bottom of the page will be your pre-configured aggregated data value.

04:37: Within the dashboard, you also have the option to add any extra filters or make

04:42: column adjustments,

04:43: giving you the flexibility to make changes directly from the dashboard.

04:49: Any changes to filters or columns will be flagged by an orange dot on your custom

04:53: view name.

04:55: This orange dot indicates that unsaved changes have been made to your custom view.

05:01: Clicking the three dots will allow you to save these changes to your current view,

05:05: save them as a new view,

05:06: or discard these changes entirely.

05:10: Clicking "Edit" will bring up the full custom view dialogue box,

05:14: that we walked through at the start of this guide.

05:18: You have now successfully set up a Custom view within the Projects Dashboard.