How do I create a custom view in CCH® ProSystem fx Engagement and Workpaper Manager?
After making customizations to the rows and columns of a particular Admin view (system-provided or custom view), you can optionally choose to create a new custom view or overwrite an existing custom.
To make a custom view from the Admin View Utility Beta, do the following:
- Make customizations to the rows and columns of a particular Admin view by making any of the changes as described in how do I create a custom admin view.
- Click Save View.
- In the Save Custom View dialog, retain the pre-selected ‘Custom view name’ to overwrite an existing custom view. Or, enter a unique name to create a new custom view.
- Click OK.
- If the name was unique, the new custom view can be found by expanding the previously selected view item in the pane on the left.
- If the name was not unique, a message box displays asking if you want to overwrite the existing view.
- Click Yes to overwrite the existing view. Or, click No to return to the Save Custom View dialog to enter a unique name.
Solution Id | 000160418/How-do-I-create-a-custom-view-in-CCH-ProSystem-fx-Engagement-and-Workpaper-Manager |
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