Remove Saved View as Default View in Capital Planning

Remove a saved view as the default view in Capital Planning to restore the standard system layout when accessing the tool. Clearing a designated default view prevents automated layout overrides and returns the portfolio table to its baseline state.

• Required User Permissions:

  • 'Admin' level permissions to delete 'Company Views'.

  • 'Standard' level permissions or higher to delete 'Personal Views'.

• Additional Information:

  • Removing a default view affects only your personal user account session.

  • Removing a saved view from default status does not delete the saved view from the tool.

  • You can assign another personal or company view as your default view at any time.

1. Navigate to the company's Capital Planning tool.

2. Click the Views button.

3. Select the Saved View you want to update.

4. Click the vertical ellipsis icon next to the relevant saved view.
   

   

5. Select Remove as Default View.