How To Create and Manage Views

You can create different layouts of a template and save them using Views. The scope of a View can depend on the different use cases you want to address using the template. When you share these layouts with any end-user, it will help them focus on the data they want to see and hide any unnecessary data.

While creating a View, you can hide any row(s) or column(s) or filter any column based on the use case and save the View.

Accessing the View Option

1. Navigate to the Planning Control Panel and select a Budget entity from the Budget Hierarchy pane.
2. Select the required template from the Template pane.
3. From the right pane, click Input under the Template Workflow section in the Actions tab. The selected template data is displayed.
4. You can access the View feature from the top menu bar.

To create a new view, do the following:

1. Click the View option on the top menu bar in a template.
2. Select the Create a New View option from the list.
3. Provide a unique name for the View in the Enter View Name field, and do the following:
   • Filter the required column
   • Hide the required row(s) and column(s)
4. Click Save View. The saved view is listed in the Views list.

If you want to access any View created before, click the View option in the menu bar and click on the required view from the list.

To manage view, do the following:

If you want to edit or delete any View that was already created, perform the following steps:

1. Click the View option on the top menu bar in a template.
2. Select the Manage Views option from the list. The list of already created views is displayed.
3. If you want to delete any view, click the delete icon adjacent to that respective view.
4. If you want to edit any view, click the edit icon adjacent to that respective view, and do the required updates.