Views & filters
Saved views as first-class objects, what a view carries, the filter conditions, and why sharing a view is not sharing the sheet behind it.
A view is a saved way of looking at a schedule: a type, a column selection, a filter, a sort or grouping, and settings specific to that type.
Views are first-class objects — named, described, owned and shareable. That is a deliberate break from the per-user, unshareable layouts most scheduling tools ship, where the only way to give somebody your view of the schedule is to tell them how to rebuild it.
Types#
Grid, Gantt, board, calendar, map and dashboard.
What a view carries#
| Columns | Which, in what order, and how many are frozen. Empty means every column |
| Filter | Conditions, combined with and or or |
| Search | Free text — what people reach for before conditions |
| Flatten | Drop ancestor context and list matches flat |
| Sort | Any number of columns, each ascending or descending |
| Group by | A column |
| Row height | One value for the grid and the bar chart |
| Split ratio | Where you left the divider between grid and timeline |
| Timescale | The two header tiers, or auto |
| Link mode | All relationship lines, critical only, the selected chain, or none |
| Bar labels | Four slots — left, right, inside, above — each bound to a column |
⚠ Sort is a view property, never a destructive reorder of the sheet. Sorting a schedule by finish date and saving the file is not something a scheduling tool should let you do by accident.
⚠ Timescale defaults to auto, which picks a tier pair from pixel density so the header degrades gracefully as you zoom. A schedule that re-labelled itself the moment somebody zoomed would be worse than one that does not. Choosing tiers explicitly is the escape hatch for the reader who wants weeks on a year-long job whatever the zoom says.
Filters#
Each condition is a column, an operator and a value:
equals · notEquals · contains · notContains · isEmpty · isNotEmpty · greaterThan · lessThan · between
Conditions combine with and or or.
Filters read derived values as well as typed ones — total float, criticality, baseline variance — so "the near-critical work nothing else flags" is a filter rather than a report you have to go and build.
Sharing a view is not sharing the sheet#
⚠⚠ The rows and columns a view exposes are the whole of what its recipient may see, and that is evaluated per reader, on the server. See Permissions.
⚠ A view's personal/shared flag records intent. It is not a permission and must never be read as one.
Owner#
⚠ A view's owner is a declared name, not an identity. It records who said they made it; nothing checks it. See History for the same caveat stated about authorship, and why every surface showing one has to say what it is worth.
Related#
- Conditional formatting — rules use the same condition model.
- Permissions — what a shared view actually exposes.