Create a group view
You can add a selection of users and resources in your organization to a view.
Name and save this view
Click the View tab in the Diary screen.
Click the Task button at the lower right and choose New group view.
To edit an existing view, click Edit. You can change only group views created by you. To copy an existing view, click Copy.
In the New group view dialog, enter the appropriate information in the Name and Description fields.
Choose to view the diary for Associates, Project, or Resource in the Select from field.
The contents of the list box immediately below the Select from field vary depending on what you selected under Select from.
If you selected Associates, a list of user groups in your organization is displayed. You can also select All to display all the users in the organization.
If you selected Project, the history list of projects is displayed.
If you selected Resource, a list of resource groups in your organization is displayed. This list is defined in Settings and maintenance. Select All to see all the resources in your organization.
Select the users/resources you require and click the right arrow ( ) to add them to the pane on the right. You can also select users and resources individually by double-clicking them.
The pane on the right displays all the users and resources you added to the group view. To remove a user or a resource from this list, select it and click Delete.
The selected users and resources will be displayed in the group view in the same order as in the pane on the right. To change this order, select a user or resource and click arrow up ( ) or arrow down ( ) to move it up or down.
Click Save after selecting users and resources, or click Cancel to close the dialog without saving.
You will then be returned to the View tab, where you can create appointments for associates, and so forth.
To delete the active group view, click the Task button at the lower right and select Delete group view.
You can change only group views created by you. In a predefined group view, the Edit button is greyed out to indicate that you cannot change it here. These group views contain all users assigned to the specific groups. These are defined in Settings and maintenance.
To edit and save a predefined group view, select the Copy option and save the view with a new name.