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Select a View

Every Proliance register and document picklist dialog box has a Views field. Clicking this field displays the views that have been defined for the register or dialog box. The view that is currently in effect is indicated in the display bar of the register, and shown under the Views button with a check mark.

You can specify which views are available for selection on the Views menu. For more information, see "Editing the Views Menu". You can also create your own views. For more information, see "Creating a New Register View".

ClosedTo select a register view from the Views button

  1. On the register or dialog box, click Views. The list of default views for the register appears.
  2. Select the name of the view that you wish to apply to the register or dialog box. The appearance of the register changes according to the definitions in the selected view.

ClosedTo select a register or dialog box view from the Register Views dialog box

Note: The following procedure does not apply if the Register Views dialog box is opened from the Anticipated Cost Report (ACR). Use the procedure described under "To select a register view from the Views button" instead to change the view on the ACR.

  1. From the Views drop-down, select Manage Views, then click Apply.On a dialog box, click Manage Views.

    2. The Register Views dialog box appears.

  2. Select the view that you wish to apply.
  3. Click Apply. The appearance of the register or dialog box changes according to the definitions in the selected view.

Note:

  • If your security role prevents you from seeing certain document information, you will not have access to any register views which display that information.
  • If your security role does not have access to read Shared views, you will only have access to the Proliance views and your own Personal views.