When you select Projects from the left navigation, Altus displays a list of all projects you have permission to access.

You can personalise this list to focus on the information most relevant to your role or reporting needs. For example, you can:

• Switch between available views
• Filter project records
• Add, remove, or reorder columns
• Sort information within columns
• Resize columns
• Save personalised views
• Share personal views with other users or teams
• Display project information in a Timeline view

These capabilities help reduce unnecessary information and create reusable views for planning, monitoring, reporting, and governance.

Important:
Users can create personal views based on existing system views, but they cannot create or permanently modify system views for everyone.

• System views, such as All Active Projects, are centrally configured in Power Apps by an administrator.
• Changes made by users must be saved as a personal view.
• Sharing a personal view gives other users access to that view but does not change the underlying system view.

If your organisation requires a new or amended system view for all users, contact your Altus administrator or implementation partner.

Where This Is Performed

This process can be completed from the Projects list or another central list view in Altus.

For example:

1. Select Projects from the left navigation.
2. Open an existing view, such as All Active Projects.

The list shows the projects available to you based on your security permissions.

Understanding System and Personal Views

System Views

System views are predefined and centrally maintained.

Examples may include:

• All Active Projects
• My Active Projects
• All Projects
• Project Timeline views available in your environment

System views provide a consistent starting point for users across the organisation.

You can temporarily adjust a system view, but you cannot permanently change that system view for everyone.

Personal Views

Personal views are created by individual users.

You can:

• Apply your own filters
• Choose the columns displayed
• Change the column order
• Save the view for reuse
• Set the view as your personal default
• Share the view with other authorised users or teams

Tip:
Start with the system view that is closest to your requirements, then customise and save it as a personal view.

Create and Customise a Project View

1. Select a Starting View

1. Navigate to Projects.
2. Open the view selector.
3. Select an existing view, such as All Active Projects.

2. Edit the Filters

1. Select Edit Filters.
2. Add or amend the required conditions.
3. Apply the changes.

Depending on your available project data, filters may include:

• Project Type
• Project Status
• Project Manager
• Program
• Portfolio
• Department
• Sponsor
• Start or finish dates

You can combine filters to create a more focused dataset.

Tip:
Use filters to remove irrelevant projects before adding or rearranging columns. This makes the resulting view easier to review and maintain.

3. Edit the Columns

1. Select Edit Columns.
2. Add the fields you want to display.
3. Remove fields that are not required.
4. Reorder the columns.
5. Apply the changes.

Depending on the selected view, you may also be able to:

• Drag and drop columns into a different order
• Resize columns
• Sort values by selecting a column heading
• Apply additional column-level filters

Column-level filters refine the records already returned by the selected view and its main filters. [docs.altus.pro]

Important:
The columns available to you depend on the underlying project data and your organisation’s configuration. Custom fields created by an administrator or implementation partner may also be available.

Temporary Changes to System Views

When you apply filters or change columns in a system view, an asterisk (*) appears next to the view name.

For example:

All Active Projects*

The asterisk indicates that:

• The displayed view has been changed temporarily
• The changes have not been saved
• The underlying system view has not been amended

If you refresh the page, select another view, or navigate away, the temporary changes may be lost.

To retain the changes, save the configuration as a personal view.

Save a Personal View

1. After applying the required filters and columns, select Save As.
2. Enter a clear and meaningful name.
3. Save the new personal view.

Example names include:

• Active Major Projects: Finance
• Projects Requiring Status Updates
• My Projects Closing This Quarter
• Portfolio Projects by Sponsor

Tip:
Include the purpose or audience in the view name so that the view is easy to recognise if shared with others.

Display Projects in the Timeline View

The Timeline view provides a visual representation of projects over time and can show projects within their Program or Portfolio context.

Depending on the selected view and your organisation’s configuration, the Timeline view can help you:

• Review project dates visually
• Understand when initiatives overlap
• See projects in their Program or Portfolio context
• Identify delivery sequencing
• Compare timing across multiple initiatives

Open a Timeline View

You can open a Timeline view in either of the following ways:

1. Select an available Timeline view from the view selector.
2. Alternatively, open an existing system or personal view, select Show As, then select Timeline.

Using Show As allows you to retain the existing view’s filters rather than recreating them in a separate Timeline view.

The selected system or personal view continues to determine which project records are displayed. Show As changes only how those records are presented.

Switch Between Timeline and Grid Views

You can change the presentation of the selected project view without rebuilding its filters.

• To display the current project view as a timeline, select Show As, then select Timeline.
• To return to the original grid, select Show As, then select Read Only Grid. [docs.altus.pro]

Tip:
Use Timeline when you need to compare project timing, hierarchy, overlap, or sequencing. Switch to Read Only Grid when you need a compact list for reviewing, sorting, or filtering project information.

Work with the Timeline View

Depending on the configuration available in your environment, you may be able to:

• Reorder columns by dragging and dropping them
• Apply filters to individual columns
• Sort values by column
• Resize columns
• Open a Project, Program, or Portfolio by selecting its name
• Use full-screen mode
• Drag the divider between the project grid and timeline to adjust the visible space [docs.altus.pro]

Tip:
Adjust the divider to give more space to the grid when reviewing project details, or more space to the timeline when comparing dates and sequencing.

Important:
The Timeline view may be centrally configured to use specific fields, hierarchy rules, or organisational groupings. If the results differ from your expected project structure, contact your administrator or implementation partner.

Save a Timeline-Based Personal View

You can combine Timeline view with customised project filters and columns.

1. Open the required project view.
2. Apply the relevant filters.
3. Add, remove, or reorder columns.
4. Select Show As, then select Timeline.
5. Select Save As.
6. Enter a name for the personal view.
7. Save the view.

This allows you to create focused views, such as:

• Projects in a specific Portfolio
• Projects managed by a particular team
• Projects scheduled within a defined period
• Projects requiring governance attention

Set a Personal Default View

You can choose which available view opens automatically when you return to the Projects list.

1. Open the view selector.
2. Locate the required view.
3. Select Set as default view.

This changes your personal starting view only. It does not change the default view for other users.

Tip:
Set the view you use most frequently as your default to reduce repetitive filtering and navigation.

Manage and Share Personal Views

1. Open the view selector.
2. Select Manage and share views.
3. Locate the personal view.
4. Select the ellipsis (…) beside the view.

Depending on your permissions and available interface, options may include:

• Share
• Set as default
• Edit information or rename
• Assign
• Delete
• Deactivate

Share a Personal View

1. From Manage and share views, locate the personal view.
2. Select the ellipsis (…).
3. Select Share.
4. Add the required users or teams.
5. Assign the appropriate permissions.
6. Select Share.

Available permissions may include:

• Read, allowing the recipient to use the view
• Write, allowing the recipient to amend the shared personal view
• Share, allowing the recipient to share it with others

Important:
Sharing a view does not override the recipient’s underlying security permissions. A shared view only displays records that the recipient is already authorised to access.

Best Practice:
Grant only the permissions required. For users who only need to use a shared view, Read access may be sufficient.

How This Applies Across Altus

The same personal-view approach can be used across other central lists in Altus, including:

• Portfolios
• Programs
• Projects
• Proposals
• Ideas
• Themes
• Goals
• Benefits
• Risks
• Issues
• Dependencies
• Deliverables
• Decisions
• Changes
• Lessons
• Timesheets

Where the list supports these controls, you can:

• Select an existing system view
• Edit filters
• Edit columns
• Save a personal view
• Set a personal default
• Share the personal view

Important:
Not every list or embedded register provides the same controls. A register displayed within a Project, Program, or Portfolio is typically a subgrid and may not allow you to customise its columns or save personal views. Use the corresponding central list when you need greater control over filtering, columns, saved views, or exports.

Key Considerations

• System views are centrally maintained and cannot be permanently changed by standard users.
• An asterisk beside a view name indicates unsaved temporary changes.
• Save changes as a personal view before navigating away.
• Personal views can be shared without changing the system view.
• Shared views do not grant access to records the recipient cannot otherwise access.
• Filters applied to a view also determine which records appear in Timeline view.
• Use Show As → Read Only Grid to return from Timeline view to the original grid presentation.
• Timeline fields and hierarchy may vary according to organisational configuration.
• Use central lists rather than embedded subgrids when you need flexible filtering, columns, saved views, or exports.

Tips

• Begin with the system view closest to your reporting needs.
• Combine filters and columns to create a focused, useful view.
• Use clear names that describe the view’s purpose.
• Set frequently used views as your personal default.
• Use Timeline view when project timing, overlap, or sequencing matters.
• Switch to Read Only Grid for compact list-based review.
• Share views with teams to support consistent reporting.
• Review shared personal views periodically to ensure their filters and columns remain relevant.