Views are an essential Tabsters tool, allowing you to manage your projects by selecting the data you want to see, or by displaying your project data in the right way.
Find out here how to set up your own views to optimize your time.
To set up your own view, start from one of the existing generic views and click on the 3 small dots to create a customized copy of the view, which you can then modify by clicking on the "Save view as" option.
If you click again on the three small dots to the right of the view's name, you will see that the contextual menu displays new options as well as the words "View in administration".View in administrationIf you click again on the three little dots to the right of the view name, you'll see new options in the contextual menu, and the words "View in administration" at the bottom of the menu, indicating that this view can be modified.
You can now set up your view as you wish.
N.B. N.B.: Remember to save any layout changes you make to your view by clicking on the floppy disk next to its name, or on the three dots, and selecting the "Save view" option.
Unlike changes to content, i.e. data in columns, saving layout changes is not automatic.
If you change tabs without having done this, any changes you make to your view will not be saved, and you will revert to the last saved version of your view.
Filters allow you to select the data you wish to display according to your chosen criteria.
Filters are available for the Roadmap, Risks, Incidents, Meetings, Wins and Budget for the different levels of project methodologyproject portfolio globalproject portfolio , project portfolio, global Project, Project, global workpackage , workpackage, global Action, Action, global Task and Task) as well as for the different display types (Table, Planning, Charts and Kanban)
Filters are also available for axis maps (Location, Project Type, etc.), team / Resource maps, Environment and Administration modules.), Team/Resource cards, Environment and Administration modules.
To access filters, simply click on the funnel-shaped icon with the "Filter" label at the top of the tab you are currently in.
Alternatively, click on the three small dots at the top right of the relevant column label, and click on the "Filter" option.Filter data".
This will open the filter pop-up with a filter already positioned on the chosen column.
Once in the filters pop-up, click on the green "+ Add filter"button to add a new filter. By default, the first filter displayed will be positioned on the first available column in alphabetical order.
If you click on the inverted arrow next to the filter label, you'll be taken to the list of available columns in your view, allowing you to select the column in your view to which you wish to apply a filter.
You can also click on the blue "Show more" button to display a list of all the columns available at the level you're at, in order to apply a filter to a column not displayed in your view. A search bar also makes it easier to find the column to which you want to apply a filter.
Depending on the type of field you have chosen for your filter, you will be offered different options.
Once your filters have been set, click on the "Validate" button at the bottom right of the filter pop-up to apply the filters to your view.
If you wish to delete a filter, simply click on the yellow "-"button next to the filter label in the filter pop-up.
When a filter is applied to your view, the filter icon and the column concerned will change display to indicate the presence of one or more filters in your view.
Sorting allows you to order your data according to selected criteria.
Sorting is available for the Roadmap, Risks, Incidents, Meetings, Gains and Budget for the different levels of project methodologyproject portfolio globalproject portfolio , project portfolio, global Project, Project, global workpackage , workpackage, global Action, Action, global Task and Task), as well as for the different display types (Table, Planning, Charts and Kanban)
Sorting is also available for axis maps (Location, Project Type, etc.), team/resource maps, Environment and Administration modules.), team/resource cards, environment and administration modules.
To access sorting, simply click on the arrow icon with the "Sort" label at the top of the tab you are currently in.
Alternatively, click on the three small dots at the top right of the relevant column label, and click on the "Sort" option.Sort data"
This will open the sorting pop-up with the sort already positioned on the chosen column.
It is possible to apply several sorts to your view. In this case, Tabsters will order your data according to the first sort selected, then the second, and so on.
Once in the sort pop-up, click on the green "+ Add sort"button to add a new sort. By default, the first sort displayed will be positioned on the first available column in alphabetical order.
If you click on the inverted arrow next to the sort label, you will access the list of columns available in your view, allowing you to select the column in your view on which you wish to apply a sort.You also have the option of clicking on the blue "Show more" button to display the list of all columns available at the level at which you are located, in order to apply a sort on a column not displayed in your view.A search bar also makes it easier to find the column on which you wish to apply a sort.
Tabsters offers two sorting options for your columns.
Once your sorts have been set up, click on the "Validate" button at the bottom right of the sort pop-up to apply the sorts to your view. If you wish to delete a sort, simply click on the yellow "-"button next to the sort label in the sort pop-up.
When a sort is applied to your view, the sort icon, as well as the column concerned by the sort, will change display to indicate the presence of one or more sorts in your view.
N.B. Note that in the case of a tree structure (e.g. project structure with project portfolio, project, workpackage, etc.), filtering will be applied according to according to levelIn other words, Tabsters will first sort projects according to your criteria, then workpackages etc., in the case of a project tree structure.
Column selection allows you to select the columns you wish to display in your view, whether for data entry or for displaying existing data corresponding to your needs.
The choice of columns is available for Roadmap, Details, Risks, Incidents, Meetings, Gains and Budget for the different levels of project methodologyproject portfolio globalproject portfolio , project portfolio, global Project, Project, global workpackage , workpackage, global Action, Action, global Task and Task) as well as for the different display types (Table, Planning, Charts and Kanban)
The choice of columns is also available for axis maps (Location, Project Type, etc.), team/resource maps ( Team, Resource, etc.), project maps and project maps.), team/resource cards, environment and administration modules.
To access column selection, simply click on the table icon at the top of the tab you're in, next to the sorting icon.
Once you've clicked on the column selection button, the column selection pop-up will open.
Fields with a blue box and a check mark correspond to fields displayed in your view, those with an empty box to other available fields.
A search bar is available at the top right of the pop-up to help you find the column you're looking for more quickly.
To add a field to your view, simply click on the box to the left of its label.
The box will then turn blue, and move to the last position of the fields in the view.
To remove a column from your view, click on the blue box to uncheck it.
You can also change the order of the columns in your view.
To do this, position yourself on the column you wish to move and hold down your left click while dragging it to the desired position in the list of columns in your view.
Release your click once the column is in the desired position.
Once you've made your column settings, simply click on the blue "Validate" button in the bottom right-hand corner of the pop-up window.
Your view will then be updated with the changes you've made.
The display level, a parameter only available for the project and team hierarchies, corresponds to the levelproject portfolio, project, workpackage, action, task, entity and resource) you wish to display.
This allows you to modify the display so that it no longer shows the project or team tree, but only one of their levels, or to return to a tree display.
The display level is therefore available for the roadmap tabs of the various maps and the resources tab of the environment module.
To access the display level, simply click on the pyramid-shaped icon, which corresponds to the tree view, located at the top next to the filters icon.
The number in brackets next to the icon corresponds to the number of elements displayed in the view.
Once you've clicked on the icon, a drop-down menu will open to propose the various display options.
For the project tree :
For the team tree:
Column size corresponds to the spacing Tabsters uses to display the data in the corresponding column. This spacing corresponds to the distance between the two grey bars of the column.
This type of setting is only available for table and planning views.
To change column size, place your cursor on the grey bar to the right of the column.
The mouse cursor display will then change to a double-headed arrow.
To change the column size, hold down the mouse button as you move the mouse to the desired size.
When you change the column size, a black bar will appear at the column border to help you view the column size.
Please note: all columns have a minimum size, which means you can't reduce their size beyond that, in order to keep certain data in the column to a minimum. Also, if you want to use your view for PPT export, take into account the column title, or the text in Powerpoint slides will be displayed on several lines.
The display type corresponds to whether or not the graphical element present in your view is displayed.
The display type is available for table-type displays, at the level of Details, Risks, Meetings and Budgets for the various cards presenting these tabs, as well as Consumed and Expenses for the pivot graphical displays of team and resource cards.
To change the display type on these various tabs, click on the list icon at the top of your view display.
After clicking on the icon, its display changes to a list icon with images.
If you click on it again, the graphic element of the tab will reappear.
The change display option lets you hide different elements depending on the tabs you're on.
