Custom Views in Microsoft Project
Part two of a two-part series of blogs

If you find that you have to continuously rearrange the preset views every time you create a new file in Microsoft Project, why not try creating your own custom view? This blog explains how to do exactly that!

  1. Custom Views in Microsoft Project
  2. Creating Custom Views (this blog)

This blog is part of a complete guide to customising Microsoft Project.  You might also like to have a look at our classroom training courses in Project.

Posted by Andrew Gould on 13 January 2012

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Creating Custom Views

The first part of this blog series described how to switch between the preset views in Project and the different types of custom view that you can create.  This part of the series explains how to create each of the custom view types.

Creating a Single Custom View

To create a Single custom view:

  1. Display the More Views dialog box (as described in the first part of this series).
  2. Click the New... button to create a custom view.
Creating a custom view

Click this button to start creating a custom view.

 
  1. On the next dialog box, choose to create a Single view.
Choosing a single view

Choose Single view and click OK.

 
  1. Complete the dialog box shown below.
Defining a custom view

This dialog box allows you to define your custom view.

 
  1. Type in a name for your view.
  2. Choose the screen (chart or form) and table that you want to combine in the view.  Here we're choosing a custom table that we've previously created.
  3. Choose whether to group or filter the information in the table.  Here we're filtering the table to see Milestone tasks.
  4. Check the Highlight filter box to show the filtered items in a different format.  Check the Show in menu box to add your custom view to the list of commonly used views.
  5. Click OK to create your view.

Creating a Combination Custom View

To create a Combination custom view:

  1. Follow steps 1 and 2 from the list above.
  2. On the next dialog box choose to create a Combination view.
Combination view.

Choose Combination view and then click OK.

 
  1. Complete the dialog box shown below.
Defining a combination view

Use this dialog box to define the custom view.

 
  1. Type in a name for the view.
  2. Choose the two Single views you want to combine using these drop lists.
  3. Check this box to ensure your view appears in the list of commonly used views.
  4. Click OK to create the view.

Using a Custom View

You can see your custom view in the same way as any existing view.  It will be easier to find if you've chosen the Show in menu option as shown above.

Custom view in view bar

We've chosen to add both of our custom views to the menu, meaning that it appears in the View Bar and the list of commonly used views.

 

Using a Custom View in Other Projects

When you create a custom view it will only be available to the project that you are working on.  To make it available to other projects you must use the Organizer tool, as described in this blog.

  1. Custom Views in Microsoft Project
  2. Creating Custom Views (this blog)
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