Group view
You can choose users and resources whose diaries you want to see and save the views in the View list box with a name of your choosing.
View multiple diaries
Click the View tab in the Diary screen.
Click the Show list box at the bottom of the Diary screen. This brings up a list of all the groups and resources that are set up in your organization.
Select the required group from the list. The View tab now contains the diaries of all the users and resources in the selected user group.
Create a group view
Click the View tab in the Diary screen.
Click the Task button at the lower right and choose New group view.
Note
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 chose.
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 are returned to the View tab, where you can create appointments for associates, and so forth.
Tip
To delete the active group view, click the Task button at the lower right and select Delete group view.
Fields
Name
The name of the view you are editing. You can change the view's name.
Description
Here you can enter a description of the view.
Select from
- Select Associates to add users from your organization to the view.
- Select Project to add project participants from your organization to the view.
- Select Resource to add resources such as conference rooms and projectors from your organization to the view.
List box
When you select an option for Select from, a list box is displayed below. The contents of this list box will vary depending on what you selected above:
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. You can also start typing to search for a project name.
If you selected Resource, a list of resources in your organization is displayed. This list is defined in Settings and maintenance. Select All to see all the resources in your organization.
Left pane
Here you will see a list of available users and/or resources that can be added to the group view. Select the users/resources you require and click the right arrow to add them to the pane on the right.
Note
You can also select users and resources individually by double-clicking them.
Click Select all to select all the users/resources in the list above. Click Unselect all to unselect all the users and resources.
Right pane
Displayed here are 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 the left arrow . The users and resources you have chosen are 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.
Why is the Edit button greyed out?
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.