Views management

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Vews are preconfigured

selection of attributes and associated preferences including a filter to list records for an itmSUITE® managed entity (e.g. projectsservices). Views can be created and distributed to users.

The following table show the modules where the View can be created:

Guide Page
Ticket   is used to define user searching record set or to create a dashboard KPI
Ticket activity is used to define user searching record set or to create a dashboard KPI
Related Ticket is used to define the column shown in ticket’ related ticket tab
Related ticket preview is used to define the preview shown in ticket’ related ticket tab
Ticket activity multiple edit is used to define the Ticket activity column shown to the user when the Multiple Edit mode is activated on Ticket activity tab.
Ticket Custom View
Timesheet is used to define the timesheet column view
Timesheet Expenses is used to define the timesheet detail expenses column view
TODO List: Milestone is used to define the todo list columns based on milestone information
TODO List: Project Activity is used to define the todo list columns based on project activity information
TODO List: Ticket Activity is used to define the todo list columns based on ticket activity information
The Multiple Edit mode is at workflow level option. To set it, is necessary to set the Mode field value in the Module Option section on the Workflow / Grant Management / Tab

Activities Options

View can be categorized also as:

  • Forced views
  • Personal view

Forced views is used by the itmSUITE® to enable users to:

  • Open / search / export ticket
  • Create a record set for dashboard

Personal views are created by the resource and are visible only by the creator.