Create a Viewset

  1. Select the View drop-down arrow to save your current view.

  2. Select Save current viewset as from the viewset drop-down list.

  3. In the dialog box, type a name.

  4. Click Save.

    When making changes to the quantity tracking layout, you will see an unsaved view option in the view menu. This lets you know changes have not been saved.

Each viewset is user-specific and can be used in any plan. However, viewsets do not carry over from the Standard Grid view to the Data Block view. You have to create your viewsets for both the Standard Grid and Data Block views.