Manage Views Dialog Box

Use this dialog box to delete existing views or select an existing view and change its description and access control.

Contents

Field Description
Show all users Select this option to display all views that you have access to. Clear this option to display only the views that you own.
View This field displays the name of the view.
Description This field displays the description of the view.
Owner This field displays the user ID of the owner of the view.
Delete Select a view that you want to delete and click the Delete button. A confirmation message displays. Click Yes to proceed with the deletion. You can select multiple rows for deletion by pressing CTRL+click.

Access Control

Field Description
Owner This field displays the user ID of the owner of the view. By default, this field displays the user ID of the user creating the view. You can change the ownership by clicking in the Owner field and selecting another user ID in the Users lookup dialog box only if you are owner of the view or part of the SYSADMIN group.
User Users are individuals who can be given the right to the view.
Group

Groups are composed of individual users and provide a convenient way of assigning multiple user rights to the view. Typically, a group is a collection of people assigned to a particular view. A user can be a member of any number of groups. The SYSADMIN group is a special group that has access to administrative information.

Use the WORLD group to provide access to all users. For example, use this group to provide all users with read access to the view. All users you define in the EPM Security Administrator (EPM SA) automatically become members of the WORLD group in Cobra. Since this special group does not require you to maintain the users, you cannot select the WORLD group in the Group list in EPM SA.

Role Roles define the permissions of a user in EPM SA. Each user has a primary role, such as analyst or project manager. You can override the primary role for an individual by entering a role next to a group or a user.
Read Only

When selected, this option allows the creator of the view (or any member of the SYSADMIN group) to provide a user or a group with Read Only access to the view.

You cannot assign Read Only access to any member of the SYSADMIN group or to the owner of the view.

A view can be edited or deleted by the OWNER, OWNER_DELEGATE, or SYSADMIN role. A personal view becomes shared when you add access control settings to it. Cobra does not allow you to have two shared views with the same name.

Location

To display the Manage Views dialog box:

  • In the View group on the Edit tab of the Project view, click Manage View.