Tabsters Help Center

To properly understand how views work within Tabsters, it's first important to understand what makes up a view.

A view in Tabsters corresponds to the layout on your screen, and contains all display parameters such as :

• choice of display (table, schedule, kanban, pivot, graph, list, dashboard),
• the choice of columns displayed and the size of each column
• sorting & filtering
• display level (e.g. tree level, project level, etc. for roadmaps) and folded or unfolded tree elements
• Other display parameters: planning, kanban, graph, list, etc.

All these settings are saved in the view when you save it, and can be reused for future navigations, PowerPoint communications and dashboards.
A view is specific to the level at which it is set up, i.e. if you set up a view at the roadmap level of a project map, you will only be able to access it at the roadmap level of other project maps.
It will not be available for other tabs (Dashboard, Incidents, Risks, etc.), nor at other map levelsproject portfolio, workpackage, Action, Task, etc.).

The redesign of the Tabsters view system has resulted in a reorganization of view display and management.

You can now :

• See the views you need to access quickly, or your most useful views, by pinning them to the retractable Pinned views sidebar.
• See the rest of the views to which you have access and which are not pinned, by clicking on the blue "+"button in the pinned views sidebar to access the views pop-up.

By default, if you don't have any custom views, the default views are displayed.

When a user logs on to an environment for the first time, he or she has not yet set up any personalized views. To enable them to see the various information already present in the application, or to provide a basis for getting started, there are what are known as " generic views", which are standardized views of each of the application's screens, which all users can see when they log on to the environment. These views cannot be directly modified by users. If the user modifies the display of columns, sorts or filters, for example, they will not be able to save them in these views. To save a view, the user will have to save his settings in another view, which will then become a user view.
These user views are therefore personalized views, owned by the user, to which other users have no access (unless the view in question is shared).

There are different types of view depending on the tab the user is in:

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1. Table or list views

These are the default views a user arrives at when browsing the various tabs. These views are available on all project element tabs (except Dashboard tabs, meteo and Communication tabs). These views store your choices of columns (table icon), filters (funnel icon), sorting (arrow icon), column size (bars between each column) and display level (pyramid icon).

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2. Planning views

They allow you to display your project in the form of a Gantt chart. The Gantt chart gives you a visual representation of the progress of the various activities that make up your project. On the left-hand side, you'll find the columns containing your project data, and on the right-hand side, your activities represented by a horizontal bar, whose position and length represent the start date, duration and end date. These views store your choices of columns (table icon), filters (funnel icon), sorting (arrow icon), column size (bars between each column), display level (pyramid icon) and parameters (cogwheel icon).

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3. Kanban views

They enable you to display your project in list form according to configurable axes. These views offer a visual representation that enables you to track activities in real time, manage priorities and promote collaboration between team members. Each activity is displayed in the form of a map presenting the project information you require, which you can configure by selecting the columns. These views store your choice of columns (table icon), filters (funnel icon), sorting (arrow icon), display level (map icon) and axis (compass wheel icon).

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4. Pivot views

They allow you to display your project data in the form of graphical indicators or tables. These views store your filters (funnel icon), sorting (arrow icon), display level (map icon), display type (table icon for switching from graphical to tabular display), graph type & legend display (graph icon), data formatting (sheet icon with pencil) and field selection (table icon with cogwheel for defining the axes of your graph/table).

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5. Graphic views

They allow you to display your project data as customized graphs or from a template.
These views store your filters (funnel icon), sorts (arrow icon), display level (box icon) and graph settings (cogwheel icon).

Graphic settings include :

• The template type (yellow text with inverted arrow), which lets you choose whether you want a customized graphic or one based on a template.
• Mode, to display either a graph or a table.
• Chart type (column, bar, area, heatmap, etc.).
• Chart composition ("X axis", "Category" and "Indicators").
• The legend (Legend display and position).
• Labels (label display, position and composition), which correspond to the values displayed in the columns of the graph.

All these parameters are saved in the graphical view.

To get the view you need, it's important to set up your own views.

• To do this, depending on the level you're at and the views available, choose the type of view you wish to create. For our example, we'll choose a table view at Roadmap level, but the principle remains the same for other screens and view types in Tabsters.

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• If you don't already have customized views, Tabsters will show you default views for each of the display types.
  Click on the three small dots to the right of "Global table".
  Please note that, depending on your environment, the default views may have other names.

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• A pop-up menu with several options will then appear. Click on the "Save view as" option.

• A new view named "Copy of Global Table" will then appear at the top of the list.
  Your new customized view has just been created.
  You can now set up your parameters, choosing the columns you want to see, your filters, your sorting, etc.

• If you click on the 3 small dots to the right of the view you've just created, you'll have access to new options not available on the default views, such as "Rename view" to let you choose the name of your view, or "Save view" to save the changes you've made to your view.

• If you click on "Rename view", this will open the label text box for you to edit.
  Once your view has been renamed, simply click outside the text box.
  Please note that you don't need to click on "Save view" after renaming your view, as this is done automatically.

• When you make changes to your view, you'll notice that a small floppy disk icon appears to the right of your custom view name.
  Clicking on it will save the changes you've made to your view, just as if you'd clicked on the "Save view" option.

• If you click on the "Unpin view" option, your personalized view will disappear from the list of currently displayed views and will be added to the list of available views, which you can access by clicking on the blue "+" to the right of "My pinned views".
  On the other hand, if you click on "Delete view", your view will disappear permanently and cannot be recovered.

• If you click on the blue "+", a pop-up window will open with the list of views available for your user.
  You'll find the default views in the "Generic views" section, and your customized views in the "User views" section.
• If you wish to display a view in the list of pinned views so that you can access or modify it, simply click on the small blue pin to the left of its name.

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