Views is a feature that allows you to tailor how data is displayed across the People & Project planners, People & Project manage pages, and Reports for all users.
Views are created using account-wide filters, enabling you to organize and group data into more manageable segments. By creating custom views, you can tailor your team's focus on the people and projects that matter most to them, while also having the flexibility to easily switch between different views as needed.
Examples of Views could be:
Departments: People in a specific department, projects relevant to that department
Locations: People tagged with a specific country, projects tagged with that country
Resourcing Requests: Placeholders with resourcing requests, projects with placeholders that have resourcing requests
View is available in:
Assigning Projects/People modal
Manage tab for People and Projects
View Options:
My Views (beta) - a personalized preset view that highlights the projects and people relevant to a user's specific role and responsibilities
Allocated Views (beta) - an advanced feature of Views; this account setting allows Admins to manage which views are accessible to users within the account
How to Create a View
Admins with Edit Account Settings and Data set to On can create Views from the Manage tab > Views.
Name the View, add a description (optional) and select your project and people filters. Click Create.
A view needs both project and people filters so it can be used on both of the planners.
Project Filters
Click on the Project Filters button and select the data parameters that determine which Projects are visible on the Project Planner.
All Placeholders linked to Projects that match the project filters will also be visible in the People Planner.
Check out how Filtering works here.
People Filters
Click on the People Filters button and select the data parameters that determine which People and Placeholders are visible on the People Planner.
Filtering Placeholders in a Custom View
On the People Planner, the list of placeholders is determined by both the Project filters and People filters. Any placeholders that match either the project filters OR the people filter will be displayed.
Therefore, you might notice that even though you have applied some people filters and are expecting the list of placeholders to be filtered by those people filters, you are still seeing placeholders that don't meet the people filters' criteria - this is because those placeholders still meet the project filters' criteria.
If you only want to filter the list of placeholders by the people filter, create a project tag labelled as "No Project", and do not add this tag to any project. Add this tag under the Project Filters, and so the list of placeholders will only be determined by the People Filters.
Once your first view has been set up, you can also create new views directly in the planner:
Note: Only Admins (with Edit Account Settings and Data enabled) can create, edit and see the filters applied to a view.
Managers and Contributors cannot view the details of each view.
How to Choose a View
Once views are set up, all users will be prompted to select a view when they next log in. You can still switch between all views at any time, including the unfiltered "All" projects and people view.
💡 Tip: Additional filters can still be applied on top of a view's existing filters.
Creating Projects and People
Projects and people will only appear in the Planner when they meet the current view's parameters.
To add projects and people that will appear in the current Planner view, please ensure that all parameters are met. Hover over the view's details at the bottom of the modal.
If you create new projects or people that don't show up in the Planner, this will likely be because the details don't match the view's parameters. Switch to the All view to see all projects and people in your company account.
Manage Pages
On the Project and People Manage pages, Views help to narrow down the list of projects or people that appear in the list.
Reports
On the reports, Views will only show you the projects and people in that view. This is useful to get reporting for each view.
Note: If you are setting up a View and apply filters in the People Filters section, they will only apply to the People Planner and People Reports. Similarly, if you apply filters in the Project section, they will only apply to the Project Planner and Project Reports.
Deleting Views
Admins with Edit Account Settings and Data set as On can delete a view from its 3-dot menu. This will not affect your data.
Users with the deleted view as their default will be prompted to select a new default view the next time they log in to Runn.