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View Management

Views save your grid configuration so you can quickly switch between different ways of viewing your data.

What is a View?

A view captures:

  • Visible Columns - Which columns are shown
  • Column Order - The arrangement of columns
  • Column Widths - Custom column sizing
  • Sorting - Sort column(s) and direction
  • Grouping - Row grouping configuration
  • Filters - Applied filter conditions
  • Pinned Columns - Left/right pinned columns

View Types

Personal Views

Private views visible only to you. Use these for your personal workflow preferences.

Shared Views

Team-shared views visible to all project members. Useful for standard views everyone needs access to.

Default View

One view can be set as the default. This view loads automatically when you open the project.

Creating a View

  1. Configure the grid to your desired layout
  2. Click the Save View button in the view selector
  3. Enter a name for the view
  4. Choose visibility:
    • Personal - Only you can see it
    • Shared - Everyone in the project can see it
  5. Click Save

Best Practices

  • Use descriptive names like "Wall Elements by Floor" or "Cost Summary View"
  • Create shared views for common team workflows
  • Keep personal views for your individual preferences

Loading a View

  1. Click the view selector dropdown in the toolbar
  2. Browse personal or shared views
  3. Click a view name to apply it

The grid will update to match the saved configuration.

Editing a View

Update Current View

After making changes to a loaded view:

  1. Click the Save button next to the view name
  2. Changes are saved to the existing view

Rename View

  1. Click the ... menu next to the view
  2. Select Rename
  3. Enter the new name
  4. Click Save

Duplicating Views

  1. Click the ... menu next to any view
  2. Select Duplicate
  3. Enter a name for the copy
  4. The duplicate appears in your personal views

Converting Shared to Personal

Duplicate a shared view to create a personal copy you can modify.

Setting Default View

  1. Click the ... menu next to a view
  2. Select Set as Default
  3. This view will load automatically

Only one view can be the default per project. Setting a new default clears the previous one.

Deleting Views

  1. Click the ... menu next to the view
  2. Select Delete
  3. Confirm the deletion

Warning

Deleted views cannot be recovered. Consider duplicating before deleting.

Unsaved Changes

When you modify a loaded view, an asterisk (*) appears next to the view name indicating unsaved changes.

  • Save - Update the current view
  • Save As - Create a new view with changes
  • Reset - Discard changes and reload the view

Tips

  • Start Fresh - Click "Reset to Default" to clear all customizations
  • Export Settings - Views are project-specific but column preferences often transfer
  • Mobile Views - Create simplified views for smaller screens