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Set Default Columns on a Template or Project

Cheryl Wetherington -

Users on Professional and Enterprise Editions can set the initial column view for their users by using the Set Default Columns option. To access this option, first add, remove and order your columns so they are displayed in the manner you wish your users to see when they first open the project. Click on the drop-down menu in your column header. Select "Set columns as default". 

Any projects created from this Template/Project will now automatically display your selected list/order of columns to each resource when they first open the project. Each user then has the ability to add/remove columns according to their individual preference without impacting anyone else's view. 

Note: There is a maximum of 24 columns that can be saved as a default view. However, we recommend you display the minimum number of columns necessary so your users are not overwhelmed with data. 

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