Create Saved Views in Capital Planning

Create saved views in Capital Planning to preserve customized table layouts, column arrangements, and filter criteria across your capital projects. Saving preferred views eliminates the need to manually reconfigure financial views during routine planning sessions.

• Required User Permissions: 

  • 'Admin' level permissions to create 'Company Views'.

  • 'Standard' level permissions or higher to create 'Personal Views'.

• Additional Information:

  • Personal views remain visible only to the creator, while company views are accessible to all account users.

  • Saved views automatically capture applied table filters, groupings, column selections, and column ordering.

1. Navigate to the company's Capital Planning tool.

2. Adjust the table layout settings as needed. See Configure Columns

3. Click the Views button.

4. Click + Create.

5. In the Create Saved View window, enter the following information:
   An asterisk (*) below indicates a required field.

   1. Name*: Enter a descriptive name for the view.

   2. Description: Enter additional details for the view.

   3. View Level: Select the visibility level for the view.

      • Personal View: The view is only visible to you.

      • Company View: The view is available across all projects in the company account.

6. Click Create.