Forum Discussion
JoDio
Aug 20, 2024Copper Contributor
Configure a default view in Project
Hi! We are testing Project in our work team. We are used to Planner; transition should go well. We are using the web version of Project (in part because I can't find my Project created online i...
RodFromm
Aug 29, 2024Iron Contributor
JoDio If you are using a Planner Premium in a named instance you can create custom views and change the default Project view. I haven't tried it, but you I would expect you can do the same for Programs and Project Requests views.
Set Default View - Select new default view, then click Set as default view
Create New Project View -
This requires familiarity with PowerApps and that you have the privileges to modify solutions.
Use my advice below as reference only and try this in a test environment as your results may vary.
- Go to Power Apps Home page and select your environment
- Click Solutions
- Open the Ribbon - Customization solution
- Expand Tables, Project then select View
- Click + New view, enter Name and Description then click Create
- Add columns to view
- Set Sort by and Filters on the right
- Click Validate. Fix any report issues and revalidate
- Click Save and Publish
- Return to Power Apps Home page select Apps then open your Project app
- Click on Plans then open the view dropdown and the new view should be present.
Aug 29, 2024
Rod --
Thanks for jumping in with your expertise on this problem!
Thanks for jumping in with your expertise on this problem!