Views

Who can use this feature?

All Project Users can create and share Views.

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Project Users with Full Planner Access can open Gantt, Map & Board Views. Limited Planner Access Users can open List Views.

Views let you customise how you see the plan, from full project Gantt charts, to Maps, Board Views, or focused daily Task Lists. Every View draws from the same underlying project data but can show different filters, groupings, overlays and layouts.

Views can be saved for quick access - build Personal Views as shortcuts for your own use, or Shared Views to create standardisation for meetings or collaborative sessions.

Create a New View

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To Create a View:

• Click + View at the top of your page

• Click Create new View

• Choose from Gantt, Map, List and Board

• Enter a name for your new View

• Click Create View

See also: how to use the Gantt, Map, List& Board

View Access

• Project Users with Full Planner Access can open and create Gantt, Map & Board Views. Limited Planner Access Users can open List Views

• Every newly created View begins as a Personal View

• Personal views are only visible in the project's Views List to the view's author and Project Admins. Other users won't see someone else's personal view in the Views List, but they can still access it if they have been given the direct URL

Share a View

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Shared Views are great when a group of people (or the whole project) will need to see the plan data & layout set up in a specific, consistent way.

To Share a View:

• Open the View you'd like to share

• Select View Options on the right-hand side

• Click Shared with and toggle on Shared View

• Choose to share your View with Everyone or specific Users & Teams

• Select if users can Edit View or have View Only access

Who can change the Sharing Controls

• The user who creates the View is the View Author

• View Authors can toggle between Personal/Shared, set editors, rename, delete, convert, and override the saved definition

• Project Admins have the same permissions as View Authors, and can change sharing controls for all views in the project

Author, Editor & Viewer Permissions

• Adding a user or team to Shared with makes that view available in their Shared with you section. The next time they create or open a view, it’ll appear at the top of their suggested views.

• View Authors: The user who initially created the View will become the View Author.

• View Authors can:

  • Open the View from the View List

  • Toggle their view between Personal & Shared

  • Specify certain Users & Teams as 'View Editors'

  • Rename the View

  • Delete the View

  • Convert the View

  • Duplicate the View

  • Save as New View

  • Override the Saved View Definition

Project Admins have the same permissions as View Authors

• Editors: A User or Team who have been named as an Editor on a specific Shared View.

• Editors can:

  • Open the View from the View List

  • Duplicate the View

  • Save as New View

  • Override the Saved View Definition

• Viewers: All Users & Teams who are not the Author or Editor for a specific View.

• Viewers can:

  • If Shared, they can open the View from the View List

  • If Personal, they can open the View from direct URL

  • Save as New View

  • Duplicate the View

Saving & Resetting Views

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Any View you open is fully customisable. You can adjust filters, grouping, layout and view controls at any time to suit what you’re working on. If your changes differ from the Saved View definition, you can either save them (if you have edit access) or reset the view to return to its original definition.

To override the Saved View definition:

• Open a View

• Make adjustments to the View Controls

• Select Save View or Save View for Everyone in the top right

To Reset the View:

• Open a View

• Make adjustments to the View Controls

• Select Reset View in the top right to return the View back to the Saved View definition

Saved as part of the View Definition

These settings are specific to each page type and contribute to the View Definition. Any changes made here will allow users to override the saved definition

Gantt:

• Grouping

• Overlays

• Filters

• Columns

• Custom Group Order

• Date Range

Map:

• Grouping

• Filters

• Location

Board:

• Grouping

• Filters

List

• Grouping

• Filters

Saved as Personal View preference

These specific settings won't prompt you to save changes, as they don't contribute to the View Definition. They will be remembered between sessions and won't reset when you refresh the page, close the view, or log out

Gantt:

• Column Widths

• Group Order

• Expanded/Collapsed Headers

• Zoom

• Work Area Panel preferences

• Bar Colour

• Show Progress / Relationships / Overdue Blockers

Map:

• Layer visibility & Basemap

• Location / Zoom extents

• Work Area Colour

• Highlight Issues

Board:

• Hidden Groups

• Group Order

• Layout

• Days

• Show Relationship Links

List:

• Task Properties

Aphex Provided Views

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Every project includes a set of pre-made views. You can adjust them as you work, or duplicate one to create your own saved version.

List of Aphex Curated Views

View Name	View Type	Definiton
All Upcoming Plans	Gantt	Group by Folder, All Future Tasks
My Upcoming Plan	Gantt	Group by Folder, Filter by Owner OR Assignee = Me, Next 6 Months
Board View	Board	Group by Subcontractor & Shift,This Week
Map View	Map	Group by Owner, Today + One Week Forward
Upcoming Milestones	Gantt	Group by Folder, Filter by Milestone = True, All Future Tasks
Clashing Tasks View	Gantt	Group by Owner & Folder, Filter by Issue = Clash, All Future Tasks
Unresolved Issues	Gantt	Group by Owner & Folder, Filter by Issue = Clash OR Missing Data OR Overdue Blocker, All Future Tasks
My Daily Briefing List	List	Group by Schedule, Filter by Owner OR Assignee = Me, Today
Project Daily Briefing List	List	Group by Schedule, Filter by Owner OR Assignee = Me, Today

When a new user with Full Planner Access enters a project for the first time, the two Aphex Curated Views that will open by default are:

• My Upcoming Plan

• All Upcoming Plans

When a new user with Limited Planner Access enters a project for the first time, the two Aphex Curated Views that will open by default are:

• My Daily Briefing List

• Project Daily Briefing List

Full Screen Mode

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Full screen mode expands your plan by hiding page headers, giving you more room to focus on the content inside your Gantt, Board, List, and Map views.

To turn on Full Screen Mode:

• Open a new or existing View

• Select View Options on the right-hand side

• Click Full Screen

• Or, use the Keyboard Shortcut Alt + Enter

To turn off Full Screen Mode:

• Move your cursor to the top of the Page

• In the header that is revealed, select the Exit Full Screen Mode button

• Or, use the Keyboard Shortcut Esc

How Full Screen Works

Full Screen Mode is in Planner only, it is available across all views but cannot be the default for a specific view.

The headers displaying views, view options, Project Settings/Assets, filters etc. will be accessible when moving the mouse over to the top of the screen. Exiting Full Screen

Hit 'ESC' on your keyboard or hover over the top section of your screen and click 'Exit Full Screen' on the revealed headers.

Refreshing your browser window or navigating to Home or Insight will also exit Full Screen.

Visibility

Full Screen Mode applies only to the user who enables it and only on the specific device used.

Managing Views

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As you open Views, they appear as tabs at the top of the page so you can quickly switch between them. You can open as many as you need, reorder them to suit how you work, and hide them when you’re done, without affecting the view itself. Your open View tabs stay just the way you left them, ready for next time.