Edit or Delete Saved Views in Workforce Planning
Objective
To edit saved views in Workforce Planning.
Background
Tools within Workforce Planning, such as the Assignments List, Assignments Board, Assignments Gantt, Request List and Time Off list allow you to view information about your workforce, 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. You can edit the name and visibility of your saved view or delete your saved view.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR - To edit your saved view on the Assignments List, Assignments Board and Assignments Gantt, 'Read Only' permissions or higher on the Workforce Planning tool with 'View Assignments' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- To edit your saved view on the Request List, 'Read Only' permissions or higher on the Workforce Planning tool with 'View Requests' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- To edit your saved view on the Time Off List, 'Read Only' permissions or higher on the Workforce Planning tool with 'View People Time Off' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- Additional Information:
- 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.
Prerequisites
Steps
Follow these steps to:
Edit a Saved View
- Locate the saved view you want to edit in the relevant Assignments, Requests, or Time Off drop-down menus.
- Hover over the saved view and click the gear
icon. - 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 Workforce Planning, then select which individuals to Share With. See Add People to Workforce Planning.
- Groups. Select if the view is available to you and specific groups in Workforce Planning, then select which groups to Share With. See Configure Groups for Workforce Planning.
- Click Save.
Delete a Saved View
Important
Deleting a saved report is permanent.- Locate the saved view you want to edit in the relevant Assignments, Requests, or Time Off drop-down menus.
- Hover over the saved view and click the gear icon.
- Click Delete to delete the saved view.