[CLOSED] - View Preferences (Default View & Filter & Grouping) | Community
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May 18, 2017
Archived

[CLOSED] - View Preferences (Default View & Filter & Grouping)

  • May 18, 2017
  • 1 reply
  • 226 views

This post has been closed as a duplicate. All votes have been moved to the original: I want to be able to set a default view/filter/grouping from layout template

Need to provide Admins the ability to set default views for

  • Portfolio Type (yet to be enabled as a selectable attribute)
  • Project Types (yet to be enabled as a selectable attribute)
  • Issue Types

Way too much overhead to tell every user that they need to use a different view + filter + grouping for each type of Portfolio, Project, or Issue based on "Type". Got over 100 users, many types of objects and the default settings that Admins setup are not preserved for each type of object. If users want to override, that is their prerogative. But, admins and Portfolio managers need this very basic functionality to ensure consistent communications and operations.

1 reply

May 25, 2017

Further, Admins should be able to set these defaults for an individual Project or Portfolio