Configuring plan views

You can use the plan view editor to customize the view of the plan. With the Columns tab, you can select the columns that you want to see in the plan. The Options tab can be used to group, filter, sort, and view work items in a manner convenient to you.

Before you begin

You must have a plan and a plan view.

Procedure

  1. In the web client, open a plan.
  2. Click the down arrow next to the Plan Views icon (Plan Views), and then select the Edit View icon (Edit View).
  3. On the Options tab, click the arrow next to the More icon (More), and then select the Bars, Colors, Display, Exlude, Group, Plan Check, or Sorting options.
  4. Select the corresponding parameters in the list boxes next to each option.
  5. On the Column Display tab, you can do the following:
    • Add new columns by clicking the Add Column icon (Add Column), selecting a column, and clicking OK.
    • Change the order of the columns by hovering the mouse pointer over the Actions column of the row for the attribute, and clicking the Move Down icon (Move Down) or the Move Up icon (Move Up).
  6. Click OK, and then click Save.

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