Manage Views

In Ediphi, users now have the ability to manage and create new views for estimates. Previously, our product offered a "user settings" feature that allowed users to customize the grouping of their estimates. This feature empowered them to leave the product and return to find their estimate displayed exactly as they had set it.

Although this feature was highly valued, we have decided to improve it for new users and companies that may join Ediphi with preconceived expectations regarding the appearance of their estimates.

With that said, we are now introducing the Manage Views feature! This feature enables users to efficiently configure their own views, save them, and even share them to colleagues within their project. Moreover, company administrators have the ability to configure views for users, ensuring that the estimate is presented in the desired format to all individuals.

What problems does Manage Views solve?

• First time users will now be able to see, from the very beginning, their estimates as they’d expect to see them. ✅
• Team members will be able to easily share template views across a project so they can ensure their colleagues are on the same page about the estimate. ✅
• Individual users will have the ability to effortlessly save their own customized views, allowing them to manipulate the estimate according to their preferences. ✅

In this article

• Understanding Manage Views
  • What can I set under Manage Views?
  • FAQ
• Using Manage Views
  • Creating a View
  • Setting a View as Active
  • Setting a View as Public
  • Setting a View as Project Default
  • Deleting a View

Understanding Manage Views

What can I set under Manage Views?

• Grouping: You can select one main group, and up to three subgroups to breakdown your line items in the Detailed Summary.

• Columns: You can select a variety of extra columns to include in your view, and arrange them as desired.

• Hide/Show Use Group Quantities and/or Subtotals

• Enable/Disable views as Public and/or Project Default

  

FAQ

• I can’t see the Manage Views option under Line Items or my Schedule of Values; why?

Manage Views is currently only available under the Detailed Summary section of your estimate.

• Can anyone create a view?

Yes, any user within the platform who has access to at least one project has the ability to create views.

• Will setting a view as Public make it accessible to all employees within the company, across all projects?

No. Views are project-specific, and by setting them as Public, you simply ensure that your colleagues with the same access to the project can see this view under their Shared Views, and use it if desired.

• Why can’t I set my view as a Project Default?

Only project owners or administrators can set a view as the Project Default. If you would like your view to be set this way, please reach out to the project owner or an administrator.

• Will setting a view as the Project Default affect someone's custom view?

No. The Project Default view is only applicable if the user hasn’t set any views on their end. It basically ensures that any new user to the project is welcomed by this default view, but they can always create their own and set it as their Active one.

• I’m an admin and I can’t set someone's view as Project Default. Why?

If the view belongs to another user, even as a project owner or administrator, you will not be able to designate that view as the Project Default. However, you can create a view on your end that mirrors the one created by the user. By doing so, you will have the capability to set your own view as the Project Default.

• I updated the Grouping on my Detailed Summary and I no longer see my Active view, why?

We provide users with the capability to modify the Grouping of the Detailed Summary view at any given time, irrespective of whether an Active view has been set or not. Users can effortlessly switch back to their Active view by enabling it through the Manage Views feature.

Using Manage Views

Creating a View

Creating a view under the Manage Views section is a straightforward process. Here's how to do it:

1. Within the Detailed Summary tab, click on the ellipses icon located on the far right, and select Manage Views.

2. A pop-up will appear, where you will find two options on the left-side menu: My Views and Shared Views. Hover your mouse over the My Views option, and you will notice a "+". Proceed to click on it.

3. A new view will be created, and you can now tailor it to your needs. We recommend giving the view a Title (you won’t be able to save it without one).

4. Once you’re done configuring your new view, click Save.

Setting a View as Active

Users have the ability to designate a view they have created or a view shared by a colleague as Active. This functionality ensures that the settings of the selected view will be applied to the Detailed Estimate of the project currently being viewed. To activate a view, follow these steps:

1. Within the Detailed Summary tab, click on the ellipses icon located on the far right, and select Manage Views.

2. A pop-up will appear, where you will see two options on the left-side menu: My Views and Shared Views. Under these, you will find views that you have created and views shared by colleagues within that project (if applicable). Please select the view you would like to set as Active.

3. Within the view, you will see a toggle button for Active View. Toggle it on, and then click Save.

Setting a View as Public

Users have the ability to designate a view they have created as Public. This functionality enables colleagues within the same project to utilize the view on their respective ends, accessible through the Shared Views section. To set a view Public, follow these steps:

1. Within the Detailed Summary tab, click on the ellipses icon located on the far right, and select Manage Views.

2. A pop-up will appear, where you will see two options on the left-side menu: My Views and Shared Views. For this instance, we'll work under My Views. Please select the view you would like to set as Public.

3. Under Settings, you will see the Set View As Public option. Enable it, then click Save.

Note: If you’d like to disable a view from being Public, simply follow the same steps above, but instead of enabling the Set View As Public, disable it and then click Save.

Setting a View as Project Default

Project owners and admins have the ability to designate a view as the Project Default. This means that any user with access to the project, who has no user settings or any set any active view applied on their end, will be greeted with this default view. To set a view as the Project Default, follow these steps:

1. Within the Detailed Summary tab, click on the ellipses icon located on the far right, and select Manage Views.

2. A pop-up will appear, where you will see two options on the left-side menu: My Views and Shared Views. Under these, you will find views that you have created and views shared by colleagues within that project (if applicable). Please select the view you would like to set as Project Default.

3. Under Settings, you will see the Set View As Project Default option. Enable it, then click Save.

4. The view will now display "(Default)" next to its name to indicate that it is the Project Default.

Note: If you’d like to disable a view from being the Project Default, simply follow the same steps above, but instead of enabling the Set View As Project Default, disable it and then click Save.

Deleting a View

To delete a view from Manage Views, follow these steps:

1. Within the Detailed Summary tab, click on the ellipses icon located on the far right, and select Manage Views.

2. A pop-up will appear, where you will find two options on the left-side menu: My Views and Shared Views. Hover your mouse over the views under the My Views section, and you will notice a trash can icon next to their name. Proceed to click on it to delete the view.

3. The platform will ask you to confirm that you would like to delete the view. Click Confirm.

If you have any questions, feel free to contact our support team and we'll be happy to help!