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Configuring a view profile

To add a view profile, click on the button on the main screen toolbar. To edit the data of a category, select it in the main screen hierarchy and click on the button.

On the screen that will be opened, enter an ID # and a name for the view profile and save. Then, the following tab will be displayed:

perfil_visualizacao

General

List action attributes in the action plan Gantt: By enabling this option, the action plan will display the action attributes at the end of the Gantt chart, on the action plan data screen. If this feature is disabled, the attribute values can only be accessed on the action data screens, in the Summary section, or through the view menu.

It is important to point out that:

▪This is a view-only feature and it is not possible to edit the attributes via Gantt.

▪It will not be possible to sort the attribute columns or customize them through the Gantt column configurator.

▪Attributes will not be exported on the action plan action spreadsheet.

Buttons

Options available on the data screen

Leave all information you wish to be present on the object data screen checked. Uncheck the information that must not be displayed on the object data screen.

It is important to point out that:

▪Action plans / Templates / Isolated actions: Respect the view profile configuration defined in their own categories.

▪Plan actions / Template actions: Respect the view profile configuration defined in the action plan/template categories.