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Webviews setup in Tabsters

Webviews are an essential tool of Tabsters allowing you to correctly manage your projects by letting you pick the data you wish to see or even by offering you the most suitable display to fill in your project’s data.
Discover here to to setup your own webviews in order to make the most of your time.

As mentionned earlier, many parameters are saved within your webviews, such as :

To set up your own webview, start from one of the existing generic webviews and click on the 3 small dots to create a customized copy of the webview, which you can then modify by clicking on the "Save view as" option.

This will create a duplicate of the webview, which will be placed at the top of your list of pinned views.
If you click again on the three small dots to the right of the webview name, you'll see that the contextual menu displays new options, as well as the words "View in administration" at the bottom of the menu, indicating that this webview is editable.

You can now set up your webview as you wish.

N.B : Remember to save any layout changes you've made to your webview by clicking on the floppy disk next to its name or on the three dots and selecting the "Save view" option.

Unlike content modifications, i.e. changes to column data, saving layout modifications is not automatic.

If you change tabs without having done this, the changes made to your webview will not be saved, and you will revert to the last saved version of your webview.

• The filters allow you to select the data you want to display based on chosen criteria.

  
  The filters are available in the Roadmap, the Risks, the Issues, the Meetings, the Earnings and the Budget for the different project methodology levels (Global business line, Business line, Global project, Project, Global workpackage, Workpackage, Global action, Action, Global task and task) as well as the different display types (Table, Planning, Graphs and Kanban).

  The filters are also available in the Axis cards (Location, Project type, etc.), the Entity / Resource cards, the Environment and Administration module.

  To gain access to the filters, you just have to click on the funnel icon with the “Filter” label, at the top of the tab you are in.
  You can also click on the three small dots at the top right of the label of the relevant column, and click on the “Filter data” option.
  This will open the filter pop-up with a filter already setup on the relevant column.

Once in the filters pop-up, click on the green "+ Add filter" button to add a new filter.
By default, the first filter displayed will be positioned on the first available column in alphabetical order.

Depending on the chosen field type for your filtering, different options will be available

Once your filters have been set, click on the "Validate" button at the bottom right of the filter pop-up to apply the filters to your webview.

If you wish to delete a filter, simply click on the yellow "-" button next to the filter label in the filter pop-up.

• Sorting allows you to order your data according to your chosen criteria.
  
  The sorts are available in the Roadmap, the Risks, the Issues, the Meetings, the Earnings and the Budget for the different project methodology levels (Global business line, Business line, Global project, Project, Global workpackage, Workpackage, Global action, Action, Global task and task) as well as the different display types (Table, Planning, Graphs and Kanban).

  The filters are also available in the Axis cards (Location, Project type, etc.), the Entity / Resource cards, the Environment and Administration module.

  To access sorts, simply click on the double arrow icon with the "Sort" label at the top of the tab you're in.

  You can also click on the three small dots at the top right of the relevant column label, and click on the "Sort data" option.

  This will open the sorting pop-up with a sort already setup on the relevant column.

  It is possible to apply multiple sorts to your view. In this case, Tabsters will order your data according to the first sort selected, then the second, etc.

Once in the filters pop-up, click on the green "+ Add sort" button to add a new filter.
By default, the first filter displayed will be positioned on the first available column in alphabetical order.

Tabsters offers two sorting options for your columns

Once your filters have been set, click on the "Validate" button at the bottom right of the sorting pop-up to apply the sorts to your webview.

If you wish to delete a sort, simply click on the yellow "-" button next to the sort label in the sorting pop-up.

N.B.: Please note that in the case of a tree structure (e.g. Project structure with portfolio, project, batch, etc.), sorting will be applied according to the level, i.e. Tabsters will first sort projects according to your criteria, then workpackages, etc., in the case of a project tree structure.

• The choice of columns allows you to select the columns you want to display in your webview, to either input your data or to display already existing data corresponding to your need.

  
  The choice of columns are available in the Roadmap, the Risks, the Issues, the Meetings, the Earnings and the Budget for the different project methodology levels (Global business line, Business line, Global project, Project, Global workpackage, Workpackage, Global action, Action, Global task and task) as well as the different display types (Table, Planning, Graphs and Kanban).

  The choice of columns are also available in the Axis cards (Location, Project type, etc.), the Entity / Resource cards, the Environment and Administration module.

  To access the choice of columns, Pour accéder au choix des colonnes, simply click on the table icon, at the top of the tab you're in, next to the sort icon.

Once you've clicked on the column selection button, the choice of column pop-up will open.

Fields with a blue box and a check mark correspond to fields that are displayed in your webview, those with an empty box to other available fields.
A search bar is available at the top right of the pop-up to help you find the column you're looking for quicker.

To add a field to your view, simply click on the box to the left of its label.
The box will then turn blue, and move to the last position of the fields in the webview.
To remove a column from your webview, click on the blue box to uncheck it.

You can also change the order of columns in your webview.
To do this, position yourself on the column you wish to move and hold down your left click while dragging it to the desired position in the list of columns present in your webview.
Release your click once the column is in the desired position.

Once you've made your column settings, simply click on the blue "Validate" button in the bottom right-hand corner of the pop-up window, and your webview will be updated accordingly.

• The display level, a parameter only available for the project and entity hierarchies, corresponds to the level (Business line, Project, Workpackage, Action, Task, Entity and Resource) you wish to display.
  This allows you to modify the display so that it no longer shows the project or entity tree, but only one of their levels, or to return to a tree display.

  The display level is therefore available for the roadmap tabs of the various cards and the resources tab of the environment module.

  
  To access the display level, simply click on the pyramid-shaped icon corresponding to the tree view at the top, next to the filters icon. The number in brackets next to the icon corresponds to the number of elements displayed in the view.

Once you've clicked on the icon, a drop-down menu will open to propose the various display options.

For the project tree :

• Tree, corresponds to the classic display of the entire project tree, and will therefore show all available levels, ordered according to the structure you have set up.

• Business line (For the global business line level), will only display lines corresponding to business lines.

• Project, will only display lines corresponding to projects.

• Workpackage, will only display lines corresponding to workpackages.

• Action, will only display lines corresponding to actions.

• Task, will only display lines corresponding to tasks.

For the entity tree :

• Tree, corresponds to the classic display of the entire entity tree and will therefore show all available levels, ordered according to the structure set up.

• Entity, will only display lines corresponding to entities.

• Resource, will only display lines corresponding to resources.

• Columns size corresponds to the spacing Tabsters uses to display the data in the corresponding column. This spacing corresponds to the distance between the two gray bars in the column.
  This type of setting is only available for table and planning views.

  
  To change column size, place your cursor on the grey bar to the right of the column.
  The mouse cursor will change to a double-headed arrow.

  
  To change column size, hold down the mouse button as you move the mouse to the desired size. When you change the column size, a black bar will appear at the column border to help you view the column size.

Please be aware : The columns all have a minimum size, which means that you can't reduce their size beyond that, in order to keep certain column data to a minimum.

Furthermore, if you wish to use your view for a PPT export, please take into account the column title, or the text display in Powerpoint slides will be on several lines.

• The display type corresponds to whether or not the graphic element present in your view is displayed.

  
  The display type is available for the table-type displays, the Details, the Risks, the Meetings and the Budgets for the various cards featuring these tabs, and for Burned and Workload for the pivot graphic displays of entity and resource cards.

  
  To change the display type on these different tabs, click on the list icon at the top of your view display.

Once you've clicked on it, your view will change to show only the table and hide the graphic element.
Once you've clicked on the icon, its display will change to a list icon with images.

If you click on it again, the graphic element of the tab will reappear.

The change display option lets you hide different elements depending on the tabs you're in.