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Edit or Delete Saved Views in Resource Planning

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Objective

To edit saved views in Resource Planning.

Background

The Assignments List, Assignments Board, Assignments Gantt, Request List, and Time Off list allow you to view information about your resources, as well as search, sort, and filter to find the information you need.

Within each of these tools, you can save your view to easily access in the future.

Things to Consider

  • Required User Permissions
  • You can access saved views under the relevant Assignments, Requests, and Time Off drop-down menus.
  • Deleting a saved view is permanent and cannot be recovered by Procore.
  • You can only edit a saved view's name and sharing settings. If you want to change the view's configurations, you need to create a new saved view.

Steps

Edit a Saved View

  1. Locate the saved view you want to edit in the relevant Assignments, Requests, or Time Off drop-down menus.
  2. Hover over the saved view and click the gear icon-gear-wfp.png icon.
  3. Enter the View Name.
    OR
    Select the Share Type:
    • Private. Select if the view is only available to you.
    • Individuals. Select if the view is available to you and specific people in Resource Planning, then select which individuals to Share With. See Add People to Resource Planning.
    • Groups. Select if the view is available to you and specific groups in Resource Planning, then select which groups to Share With. See Configure Groups for Resource Planning.
  4. Click Save.

Delete a Saved View

 Important
Deleting a saved report is permanent.
  1. Locate the saved view you want to edit in the relevant Assignments, Requests, or Time Off drop-down menus.
  2. Hover over the saved view and click the gear icon-gear-wfp.png icon.
  3. Click Delete to delete the saved view.