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: 
  1. 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.
  2. Click Save View.
  3. 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.
  4. Click OK.
  5. 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.
  6. If the name was not unique, a message box displays asking if you want to overwrite the existing view.
  7. Click Yes to overwrite the existing view. Or, click No to return to the Save Custom View dialog to enter a unique name.
Note: The custom views are saved to the office server computer on which the view is created. To work with any of the custom views on a different office server, copy the applicable .XML file from the x:\Pfx Engagement\Common\View Definitions folder to the same folder on the other office server computer.
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