1. How to manage Views – Grid  How to navigate and manage Grid view. Grid Tab Grid tab enables to visualize objects as a spreadsheet format. Open a record Double-click on the record line you want to open. Create a new record Add/Remove columns To add a new column To remove a column Order columns […]

1. Charts How to navigate and manage Charts. Charts tab Chart tab enables to visualize objects in another way than a simple list of records. You can create portlet that contains several “Charts Portlet” as Histogram, Line Chart, Pie Chart, Scatter Chart. Warning: Only data displayed in the selected view will be analyzed in the […]

1. How to manage Views – Masterplan How to navigate and manage Masterplan Views. Masterplan tab enables to visualize objects in another way than a simple list of records. An object and its sub-objects are displayed in a timeline, so to be correctly displayed, objects must have dates. You can also directly open objects by […]

1. How to manage views: Kanban Kanban tab Kanban tab enables to visualize objects in another way than a simple list of records. You can organize objects by column. You can also directly open objects by this view and create a new one. Data displayed in Kanban tab Contrary to Graph view, by default data […]

How to manage Views: Roadmap How to navigate and manage Roadmap Views Access to the Roadmap Roadmap enables to visualize objects in another way than a simple list of records. Records are displayed in a timeline, so to be correctly displayed, objects must have dates filled correctly (Planned Start and Planned Finish dates). You can […]