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Introduction

Project collaborators may focus on specific products and product data. Views allow you to create views (i.e. snapshots) of the project for different purposes. You can already create these views for your collaborators to get started, but they will be able to create and edit views to address their needs as the project moves along. These views helps the team keep focused, and can be shared and exported. In this short video, you’ll learn how to:
  • Create views for individual or shared use
  • Customize views

Creating and Editing Views

📚 Additional Resources

Let’s Practice

Try it out! Apply what you’ve learned by completing the tasks below: (Note: for these tasks you will need a project that already contains products)
  • Create a new view (you can add “test” to the name, or make it private so your collaborators won’t be confused)
  • Use Filters to choose what products should be included in this view
    • For example, select only Cladding and Insulation products that have EPD available
  • Use Sort to select how you want to display products (e.g. by category, by product name, by manufacturer, etc)