Create Company Saved Views

The Capital Planning tool allows for the customization of portfolio views through saved views and fiscal year configurations. These features ensure that financial data aligns with organizational reporting requirements and can be exported for external analysis.

• Required User Permissions: 

  • 'Read Only' or higher on the company-level Planning tool to create personal saved views.

  • Company Admin Level Access to create company-wide saved views.

  • 'Admin' on the company-level Planning tool to configure tool settings.

• Additional Information:

  • Saved views persist across sessions and include column visibility, order, and filtering states.

  • Exported files reflect the active filters and column configurations of the selected view.

1. Navigate to the Capital Planning tool.

2. Customize the grid layout with company-standard filters, columns, and grouping structures.

3. Click the Views dropdown menu.

4. Click Create Saved View.

5. Enter a name in the View Name field.

6. Select Company as the view type.
   

   Note

   Requires 'Company Admin' level permissions.

7. Click Save.