Create and Manage Saved Views for Assets

Saved Views let you create and switch between customized asset table layouts in both Company and Project level Asset Register. A saved view captures your applied filters, selected columns, sorting, and pinning preferences, allowing you to quickly access the exact data set you need without reconfiguring the table each time.

• Company Assets Required User Permissions

• Project Assets Required User Permission

• The default All Assets view cannot be modified or deleted.

• Project Views are only visible and manageable in the Project Level Assets tool.

• View names must be unique within their respective visibility scopes (Personal, Project, or Company).

• Create

• Delete

• Edit Name and Description

• Share

• Update

1. Navigate to the company or project level Assets tool.

2. Configure your view.

3. Open the Views panel.

4. Click Create.

5. Enter a Name and Description for the view.

6. Choose the Visibility level:

   • Personal View: Only visible to you.

   • Project View (at Project level only): Visible to all users in the current project.

   • Company View: Visible to all users across the company.

7. Click Create.

1. Navigate to the company or project level Assets tool.

2. Open the Views panel.

3. Locate the view you want to delete.

4. Click the vertical ellipsis next to the view's name and select Delete.

5. Click Delete to permanently remove the view.

1. Navigate to the company or project level Assets tool.

2. Open the Views panel.

3. Click the vertical ellipsis next to the view's name and click Edit.

4. Update the view’s name or description.

5. Click Update.

You can share a saved view with other users by copying a direct link to the view.

1. Navigate to the company or project level Assets tool.

2. Open the Views panel.

3. Locate the view you want to share.

4. Click the share icon next to the view's name.

5. A shareable link to the saved view will automatically be copied to your clipboard to share with other users of the Assets tool.

1. Navigate to the company or project level Assets tool.

2. Open the Views panel.

3. Click the view.

4. Configure your view.

5. Click Update to save the new configuration to the existing view.