Create Saved Views in Resource Planning

Tools within Resource Planning, such as the Assignments List, Assignments Board, Assignments Gantt, People List, Request List, and Time Off list allow you to view information about your resources, as well as search, sort, and filter to find the information you need.

Within each of these tools, you can save your view to easily access in the future.

• Required User Permissions

• You can access saved views under the relevant Assignments, Requests, and Time Off drop-down menus.

• You can edit the name and visibility of saved views. See Edit Saved Views in Resource Planning.

To save your view in the following tools, you'll want to take these actions in advance:

• Assignments List

  • View the Resource Assignments List

  • Search, Sort, and Filter the Resource Assignments List

• Assignments Boards

  • View the Assignments Boards

  • Search, Sort, and Filter Projects on the Assignments Boards

• Assignments Gantt

  • View the Assignments Gantt

  • Search, Sort, and Filter the Assignments Gantt

• People List

  • View the People List

  • Search, Sort, and Filter the People List

• Project List

  • Configure the Project List

  • Search, Sort, and Filter the Project List

• Request List

  • View the Resource Request List

  • Search, Sort, and Filter the Resource Request List

• Time Off List

  • View the Time Off List

  • Search, Sort, and Filter the Time Off List

• Totals Dashboard

  • View the Totals Dashboard

  • Search and Filter the Totals Dashboard

Follow these steps after you have configured your columns, sort order, and filters:

1. Click the save icon or click Save View to save your view.

2. Enter the View Name.

3. Select the Share Type:

   • Private. Select if the view is only available to you.

   • Individuals. Select if the view is available to you and specific people in Resource Planning, then select which individuals to Share With.

   • Groups. Select if the view is available to you and specific groups in Resource Planning, then select which groups to Share With.

4. Click Save.

5. Access the saved view by clicking the relevant Assignments, Request, or Time Off drop-down menu.