Use Custom Views to save and share your favorite configurations of Meisterplan views, e.g. the Project List.

• Where to Find Custom Views
• How Custom Views Work
• How to Add Custom Views
• How to Edit and Share Custom Views
• How to Select Custom Views
• How to Delete Custom Views
• What Will and What Won't Be Saved
• Custom Views and Rights

Where to Find Custom Views

You can find Custom Views in the following views:

• Portfolio Designer
• Portfolio DashboardProPremium
• Team Planner
• Project List
• BoardPro Premium
• RoadmapProPremium
• Reports

How Custom Views Work

With Custom Views, you can save several configurations of views such as the Project List or the Team Planner. This allows you to quickly switch between different configurations to see the information you need.

If your user group has the required right, you can also share Custom Views with other users or user groups.

How to Add Custom Views

To add a new Custom View, click the drop-down menu of the Custom View field and select Add New Custom View.

Next, configure the view (e.g., the columns in the Project List, the settings in the Portfolio Designer, etc.) and click Save As New Custom View.

Enter a name and click Save. If you are able to share the view, you can enter which users or user groups can access the view.

How to Edit and Share Custom Views

To edit the name of a Custom View and specify who to share it with, click the three dots next to the view’s name and select Edit. Enter the users or user groups and click Apply. These users have access to this view and, depending on their user rights, can edit the view.

When you have edited the configuration of a view, click the the drop-down menu of the Save Custom View button to select one of the following options:

• Save the view under its current name
• Save the configuration with a new name
• Discard changes to the configuration

If you've shared access to a view with a user, you can also send them the URL link to this custom view.

Editing of Shared Views
If you edit a shared view and save it under its current name, the configuration will be changed for all users with access to the view.

How to Select Custom Views

Click the Custom View drop-down menu and select a view. Shared views display a group icon.

The selected Custom View displays the configuration that was saved for that Custom View.

How to Delete Custom Views

To delete a Custom View, click the three dots next to the name and select Delete.

What Will and What Won't Be Saved

The configuration options that can be saved in a custom view are described in each Meisterplan view article:

• Portfolio Designer
• Portfolio Dashboard (Beta)
• Team Planner
• Project List
• Board
• Roadmap

In all Meisterplan views, the following settings cannot be saved when configuring a Custom View:

• Header: Date Range, Portfolio and Scenario
• Toolbar: Search results
• Information Panel: Whether the panel is extended or not and the option (e.g., Change Log) selected.
• Selection of a specific project
• The scroll position
• Whether a Project or Resource/Role in the Portfolio Designer, a Resource/Role in the Team Planner or Grouped by in the Roadmap is expanded

Custom Views and Rights

Every user can at least add their own Custom Views and read views shared with them. If you share your view with a user or user group, they can at least read it and, depending on the user right, also edit it.

Find more information about the Manage Custom Views and Reports right in the Manage User Groups article.