View Company Saved Views

Saved Views provides a quick way to switch between different views in Capital Planning. You can create Saved Views using the available filters and easily switch between them rather than re-apply the filters every time.

• 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. Click the Views dropdown menu.

3. Choose a Company View or Personal View for your capital plan.

4. The capital plan applies your saved filters and updates the view.

5. Edit the capital plan, export it, or create a snapshot of the Saved View.