You can now save, share, and duplicate custom views in Performance Delivery and Project Financials โ making it easy to collaborate with your team, align stakeholders, and build on existing configurations without starting from scratch.
## Personal Saved Views
Each user can create and save their own private dashboard configurations. Saved views capture your filters, metrics, and layout so you can return to them in one click โ no need to reapply settings every time.
- Per-user privacy:Saved views are private to your account by default. Your changes won't affect anyone else.
- Context field:Add a description when saving a view to document its purpose โ this also helps guide AI-driven insights.
- Quick switching:Jump between views (e.g., Dev Team, Product, Sprint Review) with a single click.
## Share Views with Your Team
Collaboration is now built in. Once you've saved a view, you can share it in three ways:
- Share with specific users:Send a view directly to one or more teammates. They'll see it in their own dashboard exactly as you configured it.
- Share with a team:Distribute a view to an entire team at once โ ideal for standardizing how a group monitors delivery health or project spend.
- Public link:Generate a shareable link that anyone with access can open โ perfect for async reporting, leadership updates, or embedding in Notion, Confluence, or other tools.
## Duplicate Views
Need a similar configuration with small tweaks? Duplicate any existing view and modify it without affecting the original. This is especially useful for creating variants (e.g., one view per team or project) based on a standard template.
## Where It's Available
Share and Duplicate are available in both
Performance Delivery
and Project Financials
dashboards.## Why It Matters
- Consistency:Share a standard view with your team so everyone is looking at the same data.
- Stakeholder transparency:Use public links to share delivery or investment dashboards with leadership without requiring a Leanmote login.
- Speed:Duplicate and customize instead of building from scratch every time.