Save Filter as Custom View

1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
   Or from Overview > Phases.
   
2. Click the Phases tab in the top band. Open the List or Gantt view.
3. Click Filter (), choose the required options, and click Find. Phases matching the filter criteria will be displayed.
   
4. Click Save as next to the custom view.
5. If you select Existing Custom View, your filter selection is added to an existing custom view.
6. If you select New Custom View, continue with the steps below to save your filter selection as a new custom view.
   
   
7. Click + Add to add criteria to the custom view.
8. Click + Add Group to add a group of criteria within the existing criteria.
9. Enter the Custom View Name, Description, and set Accessibility.
10. Click Save.

1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
2. Click the Phases tab in the top band. Open the List or Gantt view.
   
3. Hover over the custom view, click  > Set as Default View.
   

Edit or Delete Custom Views

1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
2. Click the Phases tab in the top band. Open the List or Gantt view.
3. Hover over the custom view and click the edit icon () or delete icon () to modify or remove the view.
   
4. Alternatively, open the view drop-down, hover over the custom view, click   > Edit to make changes or Delete to remove the view.