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What Are Section Views?

Section Views let you save the column configuration of a Dash360 data grid — which columns are visible, their order, their widths, grouping, and sort order — under a name so you can reload it instantly later. Any time you customize a grid on a Dash360 page (show or hide columns, reorder them, resize them, apply grouping), that customization only lasts for your current session unless you save it as a Section View. Section Views are available on pages that have configurable DevExpress data grids, including the Budget Form, Work Package Report, CPR Report, and most cost summary reports.

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User Views vs. System Views

TypeWho Creates ItWho Can Load It
User ViewAny userOnly the user who created it
System ViewAdministratorAll users on the system
System Views are useful when your organization has a standard column layout for reviews or deliverables. Once an administrator creates and saves a System View, all users see it in their view selector and can load it with one click.

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Setting a Default View

Each user can designate one view as their Default View for a given page. When a Default View is set, it loads automatically every time that user navigates to that page — no manual selection required. If no Default View is set, the grid loads with the standard column layout.

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How to Save a Section View

  1. Navigate to a page with a configurable grid (e.g., Budget Form, Work Package Report).
  2. Customize the grid — show/hide columns using the column chooser, reorder, resize, or group as needed.
  3. Click the Views icon or the Save View button in the grid toolbar.
  4. Enter a name for the view.
  5. Choose whether to save as a User View (personal) or a System View (admin only).
  6. Optionally check Set as Default to have this view load automatically for you on future visits.
  7. Click Save.

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How to Load a Section View

Click the Views icon in the grid toolbar to open the view selector. Your User Views and any System Views appear in a list. Click a view name to apply it. The grid immediately updates to match the saved column configuration.

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Updating or Deleting a View

To update a saved view: load it, adjust the columns, then save again using the same name. Saving over an existing name replaces it. To delete a view: open the view selector and click the delete icon next to the view name. Users can delete their own User Views. Administrators can delete System Views.

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Examples

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Budget Form — Adding Contingency Columns

By default, the Labor, Non-Labor, and Travel grids on the Budget Form don’t show Contingency % and Contingency $ columns. If your project uses RA-level contingency, you can add those columns:
  1. On the Budget Form, open the Labor grid’s column chooser.
  2. Drag Contingency % and Contingency $ from the hidden columns list into the grid.
  3. Position them after the Cost column.
  4. Save the view as “With Contingency” and set it as your default.
Now every time you open the Budget Form, those columns are visible without any extra steps.

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Work Package Report — Review Layout

For a monthly review, you may want to hide the time-phased columns and show only the WBS hierarchy and cost totals:
  1. Open the Work Package Report with a project loaded.
  2. Use the column chooser to hide the monthly columns and show only WBS Code, Description, Budget Total, Actual Total, and Variance.
  3. Save the view as “Monthly Review” as a System View so all CAMs use the same layout during the review session.

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Cost Summary Report — Program Manager View

A program manager reviewing at the WBS level may want costs shown in millions with the WBS hierarchy expanded to level 2 only:
  1. Open the Cost Summary Report.
  2. Set the Divisor filter to M (millions).
  3. Collapse the WBS tree to level 2.
  4. Adjust column widths for the presentation format.
  5. Save as “PM Summary View” as a System View.

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Pages That Support Section Views

Section Views are available on any page with a configurable data grid. Common examples include: