Save, Use, and Manage Views in the Modeler

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This article explains how to save and use personal view configurations in the Portfolio Modeler.

Views in OnePlan retain any filters, groupings, and columns you have applied to the Portfolio at the time you saved the View.

Each model in the Portfolio Modeler has its own set of saved views, allowing you to explore and compare scenarios in a way that’s tailored to that specific model.

Save a View

  1. Click on the Views menu, then select Save View. The Save View form will open.

  2. Give your new View a name.

  3. Check the Default check box if you want the new View to become the View that loads when you first access the Modeler.

  4. Click Save. Your new View is now available in the Views menu.

Save_a_View_in_the_Modeler.png

Select and Change Views

Changing Views in the Modeler is simple. Click on the Views menu, and select the desired View from the drop-down.

Changer_Views_in_Modeler.png

Delete a View

  1. Select the View you would like to delete from the Views menu.

  2. Once the View loads into the Modeler, click the View menu, then select Delete View.

  3. Confirm that you would like to delete the current View. Now the View will no longer be available from the Views menu.

    Confirm_View_Delete_in_Portfolio.png

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