Views are a powerful way for teams to organize and view content based on what is important across different categories as well as across different audiences. After setting up views, it can be helpful to explore how to filter, sort, and hide information in Acelab. Once you have identified the views you would like, it will automatically save those and make them easy to return to again and again.
Default View
Navigate to the Project and Schedule you would like to create a view for and select 'Views'.
There will always be a 'Default View'. The Default view, to begin with, will show all columns and not include any filtering. The Default view can be changed by selecting the 3 dots in a line to the right of the text. There you can edit the view name or sharing settings or delete the view.
This capability will also be available to future created views. The Default View will also automatically be shared.
Creating a View
To create a new view, navigate to View and select '+Create New View' at the bottom of the menu.
Then title your view. The best practice recommendation is to use clear names. For example, if it is your personal view, you can call is 'Your Name View'. If the view is for a Client or Contractor, you can call the view 'Contractor View'. You can also create views that may mimic items like 'Schematic Design View' or 'QA/QC' view.
If the view is for personal use and not shared, move the toggle to the left.
After creating a view, to begin with, will show three default custom columns and not include any filtering. You can use the filter, sort, hide, and height functionalities to create the updated view you desire.
Edit a View
Navigate back to 'Views', select the '3 dots' to the right if the view name and select 'Edit View'. Update the view name and share settings if desired and then select 'Update View'.
Best Practices and FAQ's
Is there a limit to the number of views that can be created?
No - the sky is the limit. You and your team can have as many views as needed. We do recommend capping the number of views to less than 15.
What are some effective views to create?
Many folks love to have a multitude of internal views and external views.
Internal views are views for your firm and collaborators. Whereas external views are for folks that are external to your firm. For example, internal views may show what other projects the products was used in, which offices are using the product, and internal comments. External views may focus less on knowledge-sharing across teams and more on tactics that an external party may need.
For example, a window schedule may have an internal view with columns about other projects the product were used in. You may create a Consultant View that includes window sizes, quantities, location tags, SHGC, VT etc to help with energy modeling. You may also then have a Contractor view that focuses on what the contractor would need to place an order and include the product reps for the contractor to contact. Meanwhile, you may have a client view that focuses on energy performance, aesthetics, and cost.
Who can create views?
People with the permissions of Admins, Creators, and Editors can create views. People who are viewers on the project cannot create views but they can access the views created by others.