Saving Planning Views

Save Grid and Gantt views for future use. Planners who also have the Process Designer role can save a view as a public view that other users can access. Planners without the Process Designer role can only save their views for their own use. Each view displays in the Saved Views list. Those that are public display with an icon specific to the view type, for example, , to indicate it is a view available to multiple users.

The Canvas is saved automatically as you add and change elements, and is a place where Planners can view all elements at each level of the planning hierarchy.

To save a planning view:

1. From the Planning menu, select Planning Board.

2. Create a view or display a saved view.
3. Click next to the view name to open the Edit Gantt Settings dialog.
4. Click Show More in the lower left corner of the dialog to view the additional settings for the view.
5. In the Sharing, Viewing and Ownership section, complete the following information:

Field	Description
Default View for Users	Click to select users who open this view immediately when they open the Planning Board. To filter the list of users, enter one or more search criteria to filter by name, login name, email address, function, or extended field. More... Clicking Select current user will assign the role to the current user (if they have the appropriate rights). Selecting a Function in the drop-down will display available users that are assigned to the function. The current selection defaults to the function to which you are assigning a user, however depending on the project configuration, you can assign any user. Clicking the Show advanced filters check box displays or hides the additional filter options. Clicking Clear removes the current user assignment and displays [None] to indicate that no user is assigned. A user can have only one default view. If a user currently has a default view, its name displays after the user's name.
Make public	Select this check box to allow all Planners to see this view in the Saved Views list. A view must have a defined owner in order to be made public. Only Planning View Designers can create public views.

6. Click Done to apply the changes and refresh an existing view.

7. Click Save in the top right corner of the view to save your changes to the view.

Notes:    To delete a saved view that you created, in the Saved Views list, click next to the name of the view. Process Designers can delete any public view. Deleting a view deletes only the view, not the elements within the view. Innovation Planning and Roadmapping are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support.