Project Views allow users to quickly access specific files or folders within a project, improving navigation and workflow efficiency. They are especially useful for frequently accessed filters, enabling users to organize and view files in a structured or simplified format.
Creating Project Views
To create a new Project View:
Navigate to Project Settings from the left menu.
Select the "Views" tab.
Click "+ Add View" to create a new view.
Enter a view title, type, and starting point:
Type: Choose between a Hierarchical View (maintains folder structure) or a Flat View (displays all files without folders).
Starting Point: Select a specific folder to start the view from if you frequently work in a subfolder.
Click "Create" to finalize the view.
Once created, Project Views are accessible from both the browser and desktop app.
💡 Project Views are accessible to all users within a project.
Adding Filters to Project Views
Filters can refine Project Views to display specific sets of files, such as files checked out by a specific user, files without a part number, or files with a certain material type.
Open a custom Project View.
Click "+ Add Filter".
Enter the desired filter criteria.
Click "Save" to update the view.
Reordering Project Views
Navigate to Project Settings and select the "Views" tab.
Drag and drop views into the preferred order using the move icon.
Click "Save Views" to apply the changes.
💡 Project Views can be disabled or reordered on a per-user basis, allowing users to customize their views without affecting others.
Deleting Project Views
Navigate to Project Settings and select the "Views" tab.
Click the edit (pen) icon next to the view you want to delete.
Click "Delete" and confirm the action.
Once deleted, the view will no longer be accessible within the project.