Assigning Views to a Project

View files are stored in the Views folder of the Open Plan Library.

There are two ways to assign a view to a project.

Assigning a View Using Drag and Drop

In Open Plan Explorer, you can expand Open Plan Library > Views and drag a view option from the right pane onto the appropriate project. A project does not need to be open if you use the drag and drop method of assigning the view.

Assigning a View by Double-clicking

If you have at least one project open, double-clicking the view icon displays the Choose a Project dialog box. This dialog box displays a list of all the projects that you have open and provides you with the following options:

• You can select a view to display the project data without creating a permanent link to the project.
• You can select a view and select the Make a Permanent Link to Project option to create a permanent link.

  If no project is open when you double-click the icon, Open Plan advises you to drag the view icon to the project folder to create a link.

Attention: For more information about views, see Views and Reports.

Related Topics

• Choose a Project Dialog Box
• File Open Dialog Box
• Find and Replace Dialog Box
• Opening a Project or Ancillary File
• Saving a Project or Ancillary File
• Closing Files
• Assigning Ancillary Files to a Project

Related Procedures

• Open an Open Plan File
• Save an Open Plan File