2022-11-03: New ways to share App Portfolio views

This week Productiv releases another improvement to App Portfolio Views: the ability to publish a custom View to the entire company.

To reflect this, the App table Views dropdown now includes sections for preconfigured Productiv Views  supplied by Productiv, Custom Views that you have created and can optionally share with selected others, and Published Views that have been created and then published for all to share. 

Sharing vs publishing

Create a new view, using any existing view as the basis. Standard Productiv Views, existing Custom Views, and even other Published Views can all be modified and saved as a new view.

Save the view. If you're modifying a view that has already been published OR you received this view from another user, Productiv prompts you to save the view as a new view. To avoid future confusion, save the view with a new name.

Share the view. To share a snapshot of this view with others, click Share. Productiv enables you to capture the view as a screenshot or copy the link to this view. You can then send the screenshot or the link to others.

The others who receive a copy of this view will only have this copy; if you continue to modify it after sharing, the others who received the first share will need to be updated.

Note: You can create any view and share it, then publish it later. The shared version will still reside in your Custom Views collection; the published version will reside in your Published collection.

Publish the view. Publishing the view makes it available to all users at your company who have the rights to view the data, via the Published section of the App Portfolio table dropdown.

Publishing a view turns it into shared collateral. This impacts anything you do to the published view from that point on, because other people who already use that view will be affected. For example, if you delete the view, it vanishes for everyone else.

Best practices for maintaining all your views

Views proliferate quickly in the App table dropdown. When views are named in similar fashion it's easy to wind up with several similar-sounding views in your Custom or Published View list.

To help yourself find a certain view quickly, try to name it in a unique fashion; preferably with the thing that makes it unique coming FIRST in the name. That will help you distinguish between several views named:

Upcoming renewals
Upcoming renewals for Customer X
Upcoming renewals for Vendor Y
Upcoming renewals 45D

You can also save a view without changing its columns or filters, but giving it a more descriptive name, or adding a descriptive note:

Read more

• 2022-07-29: App Portfolio Views
• 2022-10-26: More preconfigured Views for App Portfolio