Why use a shared view?
Shared views help when someone needs part of the budget instead of the full working sheet. For example, an Art Department view can show only Art accounts, the approved Estimate, and Actual spend while hiding unrelated accounts and planning columns.
Hidden rows and phases are not deleted. The view changes what is shown when someone opens it.
Create and configure a view
Open a project's Budget.
Use the Filters, Sort, Columns, and phase controls to arrange the sheet.
Select Save current view
Open the Views by click on the Budget view name next to the filter set
View setting by clicking the three dots and configuring the layout
Name the view.
Use the view's menu to change its Layout (table or calendar), choose Accounts, edit or rename the view, duplicate it, or select Update with current view after changing the active sheet.
Table views preserve the budget sheet setup. Calendar views show scheduled budget lines for a selected Estimate phase.
Choose who can find the view
Open the view's menu and select Share. The sharing panel lists people on the project who can open the view and their project role.
The view owner can set Who can see it to:
Everyone: Makes the view available to members whose workspace or project access includes it.
Only you: Keeps the saved view personal to its owner.
Note: A view is not a separate edit-permission boundary. A person's Viewer, Commenter, Editor, or Admin role applies at the project level. The view controls where they land and what the saved layout shows.
Invite a collaborator to the project
Use Share project in the project header when someone needs signed-in access.
Select Share project.
Enter the person's name and email.
Choose the available project role.
Send the invitation.
Use a Viewer or Commenter role for review, and an Editor or Admin role when the person should change project data. The roles you can grant depend on your own access.
Create a public view link
Use a public link for a read-only review outside the project membership list.
Open Views.
Open the view's menu and select Share.
Under Anyone with the link, change Off to Can view.
Select Copy link and send it to the reviewer.
Public links open the saved view without granting project edit access. A new public link expires after 30 days.
Turn the link Off to stop public access. Select Regenerate link when you need to invalidate the old URL and issue a new one.
Collaborate safely
Use project invitations when someone should comment or edit.
Use a public link when someone only needs to view the saved budget setup.
Confirm the view's filters, accounts, columns, and phases before copying the link.
Regenerate or disable a public link when its audience changes.
Update the saved view after changing the sheet if recipients should see the new setup.
FAQs
Can someone with a public link edit or comment?
No. Anyone with the link grants view access only. Invite the person to the project with the right role for comments or edits.
Does a shared view hide data from project Editors?
No. The view saves a presentation and landing point. Project access controls what the member can read or change across the project.
Can I share the default Budget view?
Yes. Open its Share action. Saturation creates a saved link target when you enable the public link.
What is the difference between Copy link to view and a public link?
Copy link to view opens that view for someone who already has access. Enabling Anyone with the link creates public read-only access.