Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Views are the primary way of managing different objects in Celoxis. Views help you to locate an item quickly in Celoxis and then take action on it. Some or all of the following Views provide all your users a common point to find and manage different objects like projects, tasks, bugs, files and other work items in Celoxis. All Views will be visible to all users. There is no concept of private views.

A Project ViewImage Added

All the views are available under the Views option in the main menu. The following Views are available in your account.:

...

  1. Projects
  2. Tasks
  3. Time Entries
  4. Expenses
  5. Discussions
  6. Files
  7. Resource Load<All active Apps in the account> - i.e., Bugs, Risks, Change Requests, etc.
  8. Bugs
  9. Issues
  10. To-Dos
  11. Users
  12. Clients
  13. Contacts

 

...



Info
iconfalse

Status
colourBlue
titleInfo

  1. When you create a new app and make it active, it's relevant view will be automatically set up by the system.
  2.  If a particular module is disabled, then its associated view will not be visible on the menu.
  3. Views are not available for Client logins.
  4. Although views are available to all users
in Celoxis and cannot be deleted. Only a user with administrative privileges can customize this i.e add columns, filters.The data
  1. , the data shown in the View is
controlled
  1. still governed by security
i.e. If a user does not have privileges to view a record, it will never appear in the view results.Views are not available for Clients
  1. .

Editing Views

Views, being lightweight lists, users cannot customize their columns or grouping information. The definition of any view can be edited only by a user with administrative privileges. To modify a view, click on the Edit option under the View's menu. Here the admin can set up filters and select columns to be displayed in the view. The changes made here will be reflected for all users. Users can, however, filter data (using dynamic filters) or sort on visible columns.

Note
iconfalse

Status
colourYellow
titleNote

Views cannot be created or deleted by any user in Celoxis.