Add a View
Some pages support the ability to add and save named views. Named views can be configured and applied at any time. Add multiple views to display different layouts.
There are four types of named views:
- Standard: Accessible by all users. Available on the Activities and Budget Planning pages. You cannot add, edit, or delete standard views, but you can modify the view and save the changes as a new view of another type.
- Project: Accessible by other members of the project.
- Workspace: Accessible by all members of the workspace.
- Personal: Only accessible to the user who created them.
Note
- Your security privileges determine your ability to create project and workspace views.
- View options may vary per page.
To add a view:
- Navigate to a page, and then select
Settings. - In the Manage Views panel, select a view type, select the
Context menu, and then select Add. - Enter a name for the new view.
- Add the view:
In the Manage Views panel:
- Select Save.
- Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save the view select Save in the View list.
- Select Reset. Reset deletes the view that was previously added.
Tip
On the Context menu next to an existing view, you can cut, copy, and paste the view into any of the view types. Select Delete to delete the view. Select Set Active to apply the view to the page.
Last Published Monday, September 15, 2025