Customizing Open Business Projects List New to BCM 2/26/2007 2:10:00 PM I've customized the Open Business Projects section of the BCM home page, but it doesn't stick. I go elsewhere in Outlook, when I return, it is in the original form. Any ideas on how to save the cahnges?

Re: Customizing Open Business Projects List "Clinton Ford [MSFT]" <ClintonFordMSFT[ at ]discussions.microsoft.com> 2/26/2007 9:21:43 PM To save your changes, you must use a Search Folder: 1.) In the Outlook Navigation Pane, expand the "Business Contact Manager" folder and right-click on "Search Folders" 2.) Click "New Search Folder..." 3.) Type "My Open Business Projects Search Folder" in the Name textbox 4.) Select "Business Projects" from the item type list 5.) Click "Filter..." to define which projects will be displayed 6.) Under the "Percent Complete" section, check the box next to "Condition", select Less Than (<) from the drop-down list and type 100 in the Value box 7.) Click the "Review Results" tab to verify that the correct set of projects is displayed, then click "OK" 8.) Click "OK" to create the search folder 9.) Once the search folder contents are displayed, you can create a new custom view from the Outlook menu by clicking "View | Current View | Define Views...." 10.) Click "Copy" and type a name for your view 11.) Click "Modify" to adjust the fields, groupings, sort order, etc. 12.) Click "OK", then click "Apply View" 13.) Now go to the BCM home page, select the Projects tab, then click the "Add or Remove Content" 14.) Uncheck the box next to "Open Business Projects" 15.) Scroll down to the bottom of the list and check the box next to your new search folder, "My Open Business Projects Search Folder", then click "OK". Each time you change the view on the Search Folder, its changes will be remembered and displayed in the home page. You can create additional search folders to display other items and views in your BCM home page. -- Visit team blog at http://blogs.msdn.com/bcm This posting is provided "AS IS" with no warranties, and confers no rights "New to BCM" <New to BCM[ at ]discussions.microsoft.com> wrote in message news:7E18EE36-5640-4717-BBB8-52EE8416AB36[ at ]microsoft.com... I've customized the Open Business Projects section of the BCM home page, but it doesn't stick. I go elsewhere in Outlook, when I return, it is in the original form. Any ideas on how to save the cahnges?

Re: Customizing Open Business Projects List New to BCM 2/27/2007 1:55:10 PM Thanks so much. This works exactly as described. Great, clear instructions. Plus now I get the idea for many other uses. Again, thanks for your generosity. "Clinton Ford [MSFT]" wrote: [Quoted Text] > To save your changes, you must use a Search Folder: > 1.) In the Outlook Navigation Pane, expand the "Business Contact Manager" folder and right-click on "Search Folders" > 2.) Click "New Search Folder..." > 3.) Type "My Open Business Projects Search Folder" in the Name textbox > 4.) Select "Business Projects" from the item type list > 5.) Click "Filter..." to define which projects will be displayed > 6.) Under the "Percent Complete" section, check the box next to "Condition", select Less Than (<) from the drop-down list and type > 100 in the Value box > 7.) Click the "Review Results" tab to verify that the correct set of projects is displayed, then click "OK" > 8.) Click "OK" to create the search folder > 9.) Once the search folder contents are displayed, you can create a new custom view from the Outlook menu by clicking > "View | Current View | Define Views...." > 10.) Click "Copy" and type a name for your view > 11.) Click "Modify" to adjust the fields, groupings, sort order, etc. > 12.) Click "OK", then click "Apply View" > 13.) Now go to the BCM home page, select the Projects tab, then click the "Add or Remove Content" > 14.) Uncheck the box next to "Open Business Projects" > 15.) Scroll down to the bottom of the list and check the box next to your new search folder, "My Open Business Projects Search > Folder", then click "OK". > > Each time you change the view on the Search Folder, its changes will be remembered and displayed in the home page. You can create > additional search folders to display other items and views in your BCM home page. > -- > Visit team blog at http://blogs.msdn.com/bcm > This posting is provided "AS IS" with no warranties, and confers no rights > "New to BCM" <New to BCM[ at ]discussions.microsoft.com> wrote in message news:7E18EE36-5640-4717-BBB8-52EE8416AB36[ at ]microsoft.com... > I've customized the Open Business Projects section of the BCM home page, but > it doesn't stick. I go elsewhere in Outlook, when I return, it is in the > original form. Any ideas on how to save the cahnges? > > >

Re: Customizing Open Business Projects List RTHart3 3/22/2007 1:22:08 AM Sorry to bother you but I am lost. When I get to step 8 it tells me there is already a folder with that name and will not let me close it. Can you help, Thanks. "Clinton Ford [MSFT]" wrote: [Quoted Text] > To save your changes, you must use a Search Folder: > 1.) In the Outlook Navigation Pane, expand the "Business Contact Manager" folder and right-click on "Search Folders" > 2.) Click "New Search Folder..." > 3.) Type "My Open Business Projects Search Folder" in the Name textbox > 4.) Select "Business Projects" from the item type list > 5.) Click "Filter..." to define which projects will be displayed > 6.) Under the "Percent Complete" section, check the box next to "Condition", select Less Than (<) from the drop-down list and type > 100 in the Value box > 7.) Click the "Review Results" tab to verify that the correct set of projects is displayed, then click "OK" > 8.) Click "OK" to create the search folder > 9.) Once the search folder contents are displayed, you can create a new custom view from the Outlook menu by clicking > "View | Current View | Define Views...." > 10.) Click "Copy" and type a name for your view > 11.) Click "Modify" to adjust the fields, groupings, sort order, etc. > 12.) Click "OK", then click "Apply View" > 13.) Now go to the BCM home page, select the Projects tab, then click the "Add or Remove Content" > 14.) Uncheck the box next to "Open Business Projects" > 15.) Scroll down to the bottom of the list and check the box next to your new search folder, "My Open Business Projects Search > Folder", then click "OK". > > Each time you change the view on the Search Folder, its changes will be remembered and displayed in the home page. You can create > additional search folders to display other items and views in your BCM home page. > -- > Visit team blog at http://blogs.msdn.com/bcm > This posting is provided "AS IS" with no warranties, and confers no rights > "New to BCM" <New to BCM[ at ]discussions.microsoft.com> wrote in message news:7E18EE36-5640-4717-BBB8-52EE8416AB36[ at ]microsoft.com... > I've customized the Open Business Projects section of the BCM home page, but > it doesn't stick. I go elsewhere in Outlook, when I return, it is in the > original form. Any ideas on how to save the cahnges? > > >

Re: Customizing Open Business Projects List RTHart3 3/22/2007 1:57:00 AM I am lost!! I open the Projects tab and under My Open Business projects I make the changes on how I want that to always be displayed. THen I start from step 1. When i get to the filter I select the only project I have up there right now. When I get to step 8 it tells me there is already a folder with that name. If I save it under a another name the changes are not there? Sorry pretty new to all of this is there anything you can do to help? Thanks "Clinton Ford [MSFT]" wrote: [Quoted Text] > To save your changes, you must use a Search Folder: > 1.) In the Outlook Navigation Pane, expand the "Business Contact Manager" folder and right-click on "Search Folders" > 2.) Click "New Search Folder..." > 3.) Type "My Open Business Projects Search Folder" in the Name textbox > 4.) Select "Business Projects" from the item type list > 5.) Click "Filter..." to define which projects will be displayed > 6.) Under the "Percent Complete" section, check the box next to "Condition", select Less Than (<) from the drop-down list and type > 100 in the Value box > 7.) Click the "Review Results" tab to verify that the correct set of projects is displayed, then click "OK" > 8.) Click "OK" to create the search folder > 9.) Once the search folder contents are displayed, you can create a new custom view from the Outlook menu by clicking > "View | Current View | Define Views...." > 10.) Click "Copy" and type a name for your view > 11.) Click "Modify" to adjust the fields, groupings, sort order, etc. > 12.) Click "OK", then click "Apply View" > 13.) Now go to the BCM home page, select the Projects tab, then click the "Add or Remove Content" > 14.) Uncheck the box next to "Open Business Projects" > 15.) Scroll down to the bottom of the list and check the box next to your new search folder, "My Open Business Projects Search > Folder", then click "OK". > > Each time you change the view on the Search Folder, its changes will be remembered and displayed in the home page. You can create > additional search folders to display other items and views in your BCM home page. > -- > Visit team blog at http://blogs.msdn.com/bcm > This posting is provided "AS IS" with no warranties, and confers no rights > "New to BCM" <New to BCM[ at ]discussions.microsoft.com> wrote in message news:7E18EE36-5640-4717-BBB8-52EE8416AB36[ at ]microsoft.com... > I've customized the Open Business Projects section of the BCM home page, but > it doesn't stick. I go elsewhere in Outlook, when I return, it is in the > original form. Any ideas on how to save the cahnges? > > >