Create Personal Saved Views

Background

Personal saved views allow individual users to save custom filter, grouping, and column settings so they can quickly return to their preferred layout without altering other users' views.


Things to Consider

  • Required User Permissions:

    • 'Read Only', 'Standard', or 'Admin' level access to Capital Planning.

  • Personal views are private and visible only to the creator.


Steps

  1. Navigate to the Capital Planning tool.

  2. Adjust your grid layout, apply filters, sorting, grouping, and column configurations.

  3. Click the Views menu.

  4. Click Create Saved View.

  5. Enter a name in the View Name field.

  6. Select Personal as the view type.

  7. Click Save.


See Also

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