SharePoint 2010 for Project Management, 2nd Edition

Workshop 7.1: Creating a Custom View

In this workshop, you will create a custom view for the SharePoint Dojo Project Resources custom list. This view will display contractors costing less than $125/hour.

For fields and settings that aren’t mentioned in the workshop steps, accept the default settings. Here are the basic steps to create a custom view:

1. Access your PMIS.

2. From the Quick Launch on your home page, click Project Resources (see Figure 7-9).

   

   Figure 7-9. Accessing Project Resources

3. In the List Tools, List ribbon, select Create View (see Figure 7-10). The Standard View button on the left is highlighted by default when you access the List Tools, List ribbon. When you hover over the Create View button, it will be highlighted as well. Click the Create View button.

   

   Figure 7-10. Create View

4. Click Standard View on the page that loads when you’ve clicked the Create View button. This is a different Standard View than the Standard View in the List Tools, List ribbon.

5. In the Name section, set the View Name to “$125 or Less Contractors”, and set the View Audience radio button to “Create a Public View”.

6. In the Columns section, ensure that the only enabled columns are: Resource Name, Cost (per hour), Notes, and Role (see Figure 7-11).

   Figure 7-11. Enabling columns

7. In the Sort section (Figure 7-12), set ...