You can save the settings in the current view as a new custom view. The custom view is only available in the area of the project selection page where you create it.

1. To modify the current view:
   • From the Group list, select an option.
   • From the Sort list, select an option.

   For details on modifying views, see Views.
2. Optionally, you can edit the columns in the view. (See Views.)
3. Optionally, in the Search field, you can enter a search term.
4. Open the View list, and then select Add.
5. Enter a unique name for the new view, and then select (Save).
6. Optionally, you can share the custom view. See Share a custom view.
7. In the right panel, select the area where you want to create the custom view.
8. Optionally, you can filter the list of portfolios or projects as follows.
   1. From the filter list at the top, select a filter.
      • Owned by anyone: All portfolios or projects that you have access to.
      • Owned by me: Portfolios or projects that you created.
      • Not owned by me: Portfolios or projects that are created by companies other than your own.
   2. In the search field at the top right, enter the search terms.
9. Optionally, in the View options panel, you can modify the options.
   1. If the panel is closed, select (View options) on the top-right of the project selection page.
   2. In the panel, modify the options.

      The panel icon displays a dot if you apply any options in the panel.

      
   3. To clear the options in the panel and the search field, select Reset.
10. Open the View list, and then select Add.
11. Enter a unique name for the new view, and then select (Save).
12. Optionally, if the view is for a specific portfolio, you can share the custom view. See Share a custom view.

You can share your custom views for a portfolio with selected users or security roles if you have the related permission.

1. In the View list, select (Settings) by the custom data view.
2. In the Permissions grid, select (Add User).
   You can also select (Add Role).
3. Select the checkbox for the users or roles, and then select Select.
4. In the Permission column, select the permission for each user or role.
   • Edit: Edit the permissions, search criteria, columns, grouping, and sorting of the shared custom view and add it as a personal dashboard widget. The user can save changes to the shared custom view.
   • View: View the shared custom view and add it as a personal dashboard widget. If changes are made to the shared custom view, the user can save it as a new custom view.

   
5. Select Save.

You can remove access to a view.

1. In the View list, select (Settings) by the custom data view.
2. In the Search field, enter the name of the user or role, and select a search filter.
   
3. In the Permissions list, select the checkbox for the users or roles that will be removed.
   Alternatively, to remove your own access to a view that was created by another user, select Delete.
4. Select (Remove), and then select Delete.
5. Select Save.

You can edit the default view or a custom view.

1. In the View list, select the view.
2. Optionally, you can filter the list of portfolios or projects as follows.
   1. From the filter list at the top, select a filter.
      • Owned by anyone: All portfolios or projects that you have access to.
      • Owned by me: Portfolios or projects that you created.
      • Not owned by me: Portfolios or projects that are created by companies other than your own.
   2. In the search field at the top right, enter the search terms.
3. Optionally, in the View options panel, you can modify the options.
   1. If the panel is closed, select (View options) on the top-right of the project selection page.
   2. In the panel, modify the options.

      The panel icon displays a dot if you apply any options in the panel.

      
   3. To clear the options in the panel and the search field, select Reset.
4. Open the View list, and then select (Save).
   

You can rename a custom view from the View list.

1. In the View list, select (Settings) by the custom data view.
2. In the View Name field, edit the name.
   Note: You can edit the name if you created the custom view.
3. Select Save.

You can reset the default view if needed.

You can delete custom views but not the Default View.

1. In the View list, select (Settings) by the custom data view.
2. In the View Settings dialog, select Delete.
   Note: Shared views can only be deleted by the user who created them.