Create a Custom View

1. Navigate to a project from the Recent Projects section or the Projects tab and select a project.
   Custom views can also be created for phases across projects from Overview > Phases section.
   
2. Click the Phases tab in the top band. Open the List or Gantt view.
3. Click + Create Custom View from the View drop-down.
   
   
4. Select the criteria to create the custom view.
5. Add additional criteria by hovering over a criterion and clicking +.
6. Enter the Custom View Name.
7. Add a description, if needed.
8. Select Share Custom View for all users or specific users by selecting the relevant option.
   
   
9. Set Accessibility criteria to display the custom view under global phases or to display it in other projects.
10. Click Save.
    

Set as Favorite View

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 selected custom view to view the favorite icon.
   
4. Click the favorite icon () to add the view to your Favorite Views.
5. To remove a view from favorites, click the unfavorite icon ().

Set as Default View

Set a custom view as your default () to automatically display phases in the same view every time you visit the page.

Export Phases in a Custom View

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. Click  in the top-right corner and click Export Phases.
4. Name the export and choose the format.
5. Move columns from Available to Selected to include them in the export.
6. Click Export.