You are able to customize the information on the Gantt chart and how you view it (see Use the Gantt Chart for more information). To easily reuse these settings, you can save them as a view.
Searches cannot be saved to a view. Instead, use the filters to display only the projects you want in the view.
Whenever you make a change to the Gantt Options or filtering on the Gantt, the Save Gantt View button displays. You can save the changes to an existing view or create a new one:
- Click Save Gantt View. The Save Gantt View modal opens.
- To create a new view, enter a title for the view. Otherwise, select a view to update.
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If you would like to allow others to use the view, select Save as Suggested view for other users. This will save the filter and Gantt Options, but they will only be able to view projects they have access to.
Once a view is saved as a suggested view (also known as a public view) it cannot be edited. You'll need to save a new view. - Click Save. The view is saved and will appear in the list of views. If you saved the view for other users, a globe icon will appear by the view in the list.
Delete a View
You are able to delete views which you created.
You cannot undo the delete process.
To delete a view:
- Choose a view which is not the view you want to delete. You cannot delete a view you are currently using.
- Open the list of views and click Manage Saved Views. The Manage Gantt Saved Views modal opens.
- Click the trash can icon by the view to delete. There is no confirmation pop-up. Once you click the trash can icon, the view is deleted and cannot be recovered.
- Click OK to close the modal.