How can i create custom plan views in RTC processtemplate
Accepted answer
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1. First, find and promote your saved view in your project
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2. Add the promoted view to your Plan type, which will make the view available when a new plan is created of such type
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Comments
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Thank you Clement for your quick response.
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Hi,
When i try to promote this view i see this error "The Plan mode 'Custom plan name' can't be promoted because it defines a Tree/kanban display".
Any help ?
2 other answers
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What is the version of your RTC?
Comments
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Hi,
I am using version 4.0.0.1
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Can you elaborate on your requirements of custom plan views? I need more info. to be able to point you to the right direction. Thanks.
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Hi,
In the default plan view i want add an additional columns like Filed Against.
When i save this changes it remains in the same project.
But i want this for every project created using a specific template. Instead of adding this column for every project how can i incorporate this into a default plan view of a process template.
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Prasad,
Remove restriction on promote views (212967)
You are not able to promote plans with display type of Kanban or Tree due to a known issue.
We are hoping to address this in an upcoming release.