Views
Shared and personal dashboards — which one opens first, how to make your own, and who can change, reset or delete each kind.
A view is a named, saved dashboard layout. Both the Portfolio Dashboard and each project's Dashboard can have as many as you want, and you switch between them from the toolbar. Which views you see, and which of them you can change, depends on who owns them.
The Three Kinds of View
| Kind | Who sees it | Who can change it | Can it be deleted? |
|---|---|---|---|
| Seeded layout — one of the layouts your organisation started with | Everyone it was built for | An organisation admin (Project Owner or Project Manager) | No — it can only be reset |
| Shared view — published by an admin | Everyone in the organisation | An organisation admin | Yes, by an admin |
| Personal view — one you made | Only you | Only you | Yes, by you |
Shared views — seeded or published — carry a people glyph in the switcher and on the toolbar button. That is your signal that the Edit button will not be there unless you are an admin.
Duplicate is open to everyone
Duplicate appears in the actions menu on every view you can see, whoever you are, and the copy it makes is always a personal view. It is how you get an editable version of a shared dashboard you can't change.
Which View Opens First
When you open a dashboard, PleoStack picks one for you in this order:
- The view you had open last in this browser tab. Open a new tab and it starts from the default again.
- Otherwise, the view marked as the default — the one with the star.
- Otherwise, the first in the list: defaults first, your own default ahead of the organisation's, then alphabetically by name.
Making a New View
Open the switcher
Click the toolbar button showing the current view's name — or Select view if you're not on one.
Choose how to start
New Dashboard creates an empty personal view. New Shared Dashboard — offered only to a Project Owner or Project Manager — creates one visible to the whole organisation, with a Shared badge beside the name box while you type.
To start from a layout that already works instead, close the switcher and use Duplicate in the actions menu.
Name it
Type a name and press Enter, or click the tick. A name is required; there's nothing else to fill in. The cross cancels.
Managing an Existing View
Everything else lives in the actions menu — the … button beside Edit.
| Action | What it does | When you see it |
|---|---|---|
| Duplicate | Makes a personal copy of this layout | Always, on every view you can see |
| Set as Default | Makes this the view that opens first | On a view you can edit that isn't already the default |
| Reset to Default | Puts a seeded layout back to the widgets it started with | On a view you can edit |
| Delete | Removes the view permanently | On a view you can edit that isn't a seeded layout |
Delete asks first — Delete dashboard? This will permanently delete "<name>". This action cannot be undone.
Seeded layouts can't be deleted
The layouts your organisation started with have no Delete entry. Seeding happens once, when the organisation is created, so removing one could not be undone. Reset to Default is the way back from a layout you've rearranged and want returned to how it was.
Who Can Do What
| Action | Project Owner / Project Manager | Every other role |
|---|---|---|
| See the organisation's shared dashboards | Yes | Yes |
| Create, edit and delete their own personal views | Yes | Yes |
| Duplicate any view they can see | Yes | Yes |
| Edit, reset or re-default a shared view | Yes | No |
| Delete a shared view | Yes | No |
| Publish a New Shared Dashboard | Yes | No |
| Delete a seeded layout | No | No |
Personal views are genuinely private — nobody else in the organisation can see another person's, admin or not.
The rule is enforced on the server as well as in the interface. A change to a shared dashboard from someone without the authority is refused with: "Only an organization admin can change a shared dashboard. Duplicate it to get your own copy."
Unsaved Changes
While a view is in edit mode the toolbar shows an Editing badge, and Save and Discard. If you click Discard with changes outstanding you get a confirmation — Discard changes? — with Keep Editing and Discard. Navigating away or closing the tab with unsaved changes makes your browser warn you as well.
Related
- Getting Started — the whole round trip, from opening a dashboard to setting your default
- Widgets — what you can put on a view
- Dashboard Overview — the two dashboards and how they differ