Set Saved View as Default View in Capital Planning

Set a saved view as your default view in Capital Planning to automatically display your preferred table layout whenever you open the tool. Designating a default view bypasses repetitive view selection and highlights critical portfolio metrics immediately.

• Required User Permissions:

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

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

• Additional Information:

  • You can set either a Personal View or an accessible Company View as your default starting view.

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 Set as Default View.