A view lets you ask a specific question of a schedule. A superintendent’s lookahead, a milestone review, and a logic check can use the same schedule with different columns and filters.

Changing a view does not delete hidden activities, change the WBS, or create a new schedule. Editing an activity’s data still changes the schedule, even when you are working in a personal view.

Start with an existing view

Open Views and choose an available view. The list groups views by their scope, such as workspace, project, or private. Use the active-view indicator to confirm which one you are using.

If a shared view is close to what you need, duplicate it or use Save as to make your own variation. The Default view and views you cannot manage may not allow overwriting.

Choose columns, grouping, and order

Use Add column and column settings to choose the information the audience needs. A field review often needs ID, activity name, start, finish, remaining duration, and responsibility; a logic review may also need predecessors, successors, float, and constraints.

Use Group to organize rows by WBS or another supported field. Grouping by trade or area is useful when the work spans several WBS branches. Use Sort to order the visible activities, for example by start date.

Sorting the display does not change relationships. Grouping by a custom field does not move the activities into a new WBS.

Apply a filter

1. Open Filter.
2. Use Quick Filters for common criteria, or Advanced for combinations and nested groups.
3. Choose fields and values. Available criteria include dates, status, name, ID, assignee, WBS, calendar, float, resources, comments, constraints, durations, and custom fields.
4. Choose how criteria combine: Match all means every condition must be true; Match any means at least one condition may be true.
5. Choose Apply and check the visible count and results.

Filter edits are staged until applied. Reset discards pending filter edits; use the clear-filter controls to remove active restrictions. Closing the panel is not the same as applying a new filter.

For “Electrical work that is not completed,” use Match all. Using Match any would include both electrical work and other incomplete work, producing a much broader list.

Build a two-week lookahead

1. Start with the current working schedule and confirm its status date.
2. Open Filter → Quick Filters → Dates and use the date-range picker. The range includes work that starts on/before the end of the window and finishes on/after its beginning, so ongoing work can appear too.
3. Set the beginning to Status Date and the end to Status Date + 2 Weeks, using the relative-date controls.
4. Exclude completed work with a status condition. Use Match all to combine the date and status criteria.
5. Add a trade, area, or assignee condition if the meeting covers one team.
6. Apply, group by WBS or area, and sort by start date. Check an activity already underway to confirm the intended overlap behavior.
7. Save the result as a view such as “Two-week lookahead — Electrical.”

Relative dates keep the window tied to a reference such as Status Date, Today, Project Start, or Project Finish. A fixed date range stays on the dates you selected. Status Date is often the clearer anchor for a formal schedule review because it follows the schedule’s reporting boundary.

The Next 2 Weeks shortcut is anchored to Today. Set the endpoints explicitly to Status Date when you want a reporting-date lookahead instead.

The lookahead is only as current as the plan behind it. A saved filter does not collect progress or advance the status date.

Use Spotlight for a meeting window

Spotlight emphasizes a date range in the timeline. Choose the window and color, and use the available row-highlighting or row-filtering options depending on whether you want surrounding work to remain visible.

Use Spotlight for a visual discussion such as next month’s handoffs. Use a filter when you need a precise activity set for a report. Neither changes activity dates or the progress collection cutoff.

Save or reset the view

Use Views → Save to update a view you can manage. Use Save as to create a separate named view and choose an appropriate available scope.

Use a private scope for a personal review setup. Use project or workspace scope for a shared standard when you have permission to manage it. Give the view a task-oriented name, such as “Milestones — baseline comparison,” rather than “View 3.”

The Manage controls and Assets → Views provide the available rename, duplicate, move, and delete actions. Saving a shared view can affect other people who choose it.

Recover missing rows or unexpected results

Clear filters, remove Spotlight filtering, expand the WBS/groups, and check the selected schedule. Look for blank custom-field values that exclude activities from your criteria. Check Match all versus Match any and the anchor of a relative date range.

If the grid looks right but a PDF does not, review both the selected view and the separate print layout.