Custom views
Set up custom views so you can see the relevant information at a glance.
Your custom views are available automatically in all the projects that you have access to in the portfolio. You can also generate ad hoc reports from custom views.
- You can share your custom views with selected users or security roles if you have the related permission. See Share a custom view.
- If custom views include project-specific data, they won't work across projects.
You can create a custom view or save the current view when you change any of the following:
- Search filters
- Grouping option
- Sort order
- Columns (including order and width)
You can also add custom views as dashboard widgets for drawing sets, drawings, and most record types (see Custom view dashboard widgets). If this feature is available for the view, the widget checkbox is displayed in the View Settings dialog. See the following example:
To open a view: in the View list, select the view.
