Saved Views lets you capture your preferred page configuration - including filters, column selections, sort order, and layout - and return to it instantly. Rather than re-applying the same changes each time you open a page, you can save your setup once and access it with a single click. Admins can also share views account-wide, ensuring teams work from a consistent starting point.

Key Capabilities:

• Save any combination of filters, columns, and sorting as a named view

• Switch between views instantly without reconfiguring your settings

• Admins can share views with all users in the account

• Available on all pages expect for the Dashboard and Settings

Eligibility/Prerequisites

Saved Views is available to all users, with the following permission distinctions:

• All users: Can create, apply, edit and delete their own personal views

• Admins: Can share views with all users in the account

How to Use It

Saving a View

1. Navigate to the page you would like to create a view on

2. Configure our page — apply filters, adjust columns, change display settings

3. Click the Bookmark icon at the top of the page to open the Saved Views menu

4. Select Save Current View

5. Enter a name for the view

6. Select Save

Note: The view will be saved to your personal profile and will not affect other users unless you choose to share it (Admins only).

Applying a Saved View

1. From any page, click the Bookmark icon at the top of the page to open the Saved Views menu

2. Select the view you want to apply

The page will update immediately to reflect the saved configuration

Editing a Saved View

1. Apply the view you want to update

2. Make your changes to filters, columns, display settings, sort order, etc.

3. Save existing view:

   1. Select Save View to update the existing View

4. Create a new view (Save as New)

   1. Click the three dots icon to open the more action section

   2. Select Save as New to create a new view

Sharing a View (Admins Only)

Views can be shared when they are created, or after the fact. To share a view after the fact:

1. Click the Bookmark Icon at the top of the page to open the Saved Views menu

2. Click the three dots icon to open the more actions section

3. Click Share with Account

4. Share the view with all users in the account

Common Workflows

Setting up a team default: Admins can configure a view that reflects the team's standard working setup — for example, showing only active projects with key columns like role name, allocation %, and project end date — and share it account-wide so everyone has the ability to from the same baseline.

Creating role-specific views: A project manager might save a view filtered to their own projects, while a resource manager saves a separate view focused on utilization and availability. Each user maintains their own set of views tailored to their day-to-day needs.

Preparing for a standup or review: Save a view with filters pre-set for a recurring meeting — such as all unfilled roles in the next 60 days — so you can pull up the right data instantly without reconfiguring each time to optimize your workforce planning meets.

Common Questions