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Lesson 2: Customizing a view

This lesson will help you to learn how to customize a view by adding viewlets and tabs to the view.

Customize your view by selecting and adding viewlets from the Viewlet Chooser. You can also add tabs to the view. You can organize the view by dragging viewlets to desired positions in the view. After you customize the view, you can select it and gain quick access to viewlets of your choice. The view can be easily customized as many times as needed.

In Lesson 1, you learnt to create a view. Now, you will add various viewlets and tabs and drag viewlets from one tab to another in order to customize the view.

To customize Joe's view:

  1. Click Add viewlet, to add a viewlet to the view, then choose the WBS Grid Viewlet from the Viewlet Chooser.
  2. Click Add viewlet, from the upper- right corner of the viewlet chooser and close the Viewlet chooser.
    The selected viewlet appears in the view.
  3. Rename the tab to WBS Grid as shown.
  4. You can change the layout. When 1 Column is selected as the layout type, the viewlet appears as shown.
  5. To add a tab to the view, click Add New Tab
  6. Click Add Viewlet and select Risk Management Viewlet from the Viewlet Chooser.
  7. Rename the tab to Risk management.
    Similarly, you can add the Approver Timesheet viewlet to the view.
  8. Optional: You can create a single view and add the viewlets of your choice to the same view. This gives you access to the viewlets from a single view.
  9. You can click the title bar of a viewlet and drag it anywhere within the same view.
  10. You can click the title bar of a viewlet, drag it from one tab, and drop it into another tab. Notice that the WBS Grid Viewlet viewlet was dragged from the General tab and dropped in the WBS view tab.
  11. Optional: To remove a viewlet from the view, click the delete icon on the top of the viewlet.
  12. Optional: To remove a view, click the delete icon.
Describe or show the results of the steps they just followed.

Lesson checkpoint

This tutorial has shown you how to create a view and customize the view by adding viewlets and tabs, and removing views.
In this tutorial, you have learned to customize a view, organize the view by adding viewlets and tabs, rename tabs, add multiple viewlets to a single view, delete a viewlet and delete a view.
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