Who can use this feature?
All Project Users can create and share Views.
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.
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 , , &
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.
Open the View you'd like to share
Select View Options on the right-hand side
Click Shared with and toggle on Shared View
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.
Open a View
Make adjustments to the View Controls
Select Save View or Save View for Everyone in the top right
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
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.
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.
Open a new or existing View
Select View Options on the right-hand side
Click Full Screen
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
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.
Choose to share your View with Everyone or specific Users & Teams
Select if users can Edit View or have View Only access
Or, use the Keyboard Shortcut Alt + Enter
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
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
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'
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
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
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
List:
Task Properties
All Upcoming Plans
Gantt
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 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.
Rename the View
Delete the View
Convert the View
Duplicate the View
Save as New View
Override the Saved View Definition
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
Show Relationship Links
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