# Views as tabs

How schedule views work as tabs: open, create, pin, reorder, close and rename views of the same schedule.

Language: en
Canonical: https://support.sitedrive.com/en/kb/views-as-tabs

A schedule in Sitedrive is one set of data that you can look at in many ways. Each way of looking at it is a **view**, and each view you have open appears as a tab in the header. A Gantt, a Takt at floor level and a Line of balance at section level all show the same work packages. When you change something in one view, every other view shows the change straight away.

Deleting a view never deletes schedule data. It only removes that way of looking at the schedule.

## Before you start

-   Anyone who can open the schedule sees the views that are shared with them as tabs.
-   Creating, renaming, deleting and sharing views needs the **Schedule**, **Site** or **Account admin** right. See [Roles and what each one can do](https://support.sitedrive.com/en/kb/roles).

## The tab bar

The header runs from left to right:

1.  The home icon, which takes you back to the sites page.
2.  The schedule selector, showing the site and schedule name.
3.  **Schedule settings** (gear icon).
4.  **Issues** (! icon), which opens [the Issues view](https://support.sitedrive.com/en/kb/issues-and-notifications-views).
5.  Your view tabs. Pinned tabs come first and show a pin icon.
6.  **+** (**View selection and management**), which opens the list of all views.

![The Schedule views list open from the + button, showing Gantt, Line of balance and Takt views](https://support.sitedrive.com/media/help/guide/views-as-tabs/01-view-menu.webp)

Every schedule has a main **Gantt** view that shows all work. It cannot be renamed, deleted or closed. When you first create the space model, Sitedrive also adds two pinned Takt views, **Takt - Floor level** and **Takt - Zone level** (the zone view only if your space model has a zone level). See [Building the space model](https://support.sitedrive.com/en/kb/building-the-space-model).

### Pinned tabs and your own tabs

-   **Pinned** tabs are views shared with everyone. Every user sees them, in the same order, and nobody can close them.
-   Your other open tabs are personal. You can drag them to reorder them and close them when you are done. This list is saved in your browser, so a different computer or browser starts with only the pinned and shared tabs.

## Open a view

1.  Click its tab.
2.  If the view has no tab, click **+** (**View selection and management**).
3.  Click the view in the list. It opens and gets a tab.

The list has two filters: **All** shows every view, and **By location breakdowns** groups views by the [location breakdown](https://support.sitedrive.com/en/kb/location-breakdowns) they use. Use **Search** to find a view by name.

## Create a new view

1.  Click **+** (**View selection and management**).
2.  Click **New view**.
3.  Pick a view type:
    -   **Gantt** – a plain Gantt of all work.
    -   **Takt** – pick **Floor level**, **Zone level** or **All location breakdowns...**.
    -   **Line of balance** – pick **Section level**, **Floor level** or **All location breakdowns...**.
    -   **Gantt by area** › – a Gantt grouped by a space level, such as floors.
    -   **Grouped Gantt** › – a Gantt grouped by team, owner or assignee.
4.  The new view opens in its own tab.

![The New view menu with Takt and Line of balance expanded](https://support.sitedrive.com/media/help/guide/views-as-tabs/02-new-view-menu.webp)

The levels offered depend on your space model. See [Gantt](https://support.sitedrive.com/en/kb/gantt), [Takt](https://support.sitedrive.com/en/kb/takt) and [Line of balance](https://support.sitedrive.com/en/kb/line-of-balance) for what each view shows.

_Create a view from New view, then use Share view and View always open for everyone to pin it for all users._

## Rename, delete or share a view

1.  Click **+** (**View selection and management**).
2.  Hover over the view in the list.
3.  Choose **Rename view**, **Change location breakdown**, **Delete view** or **Share view**.

To act on several views at once, click **Select**, tick the views, then share or delete them together.

You can also right-click a tab. Schedule and Site users get **View settings**, **Duplicate**, **Share to all** / **Unshare from all**, **Share…**, **Close** and **Close other tabs**. See [Sharing views and locking settings](https://support.sitedrive.com/en/kb/sharing-views).

## Close tabs

-   Hover over a tab and click **×**, or right-click it and choose **Close**.
-   Right-click a tab and choose **Close other tabs** to keep only that one (pinned tabs stay).

A closed view is not deleted. Reopen it from **+**.

## What other users see

Users below the **Schedule** right do not get the **+** button. They see the views shared with them as tabs and cannot close them. If they open a link to a view that is not shared with them, Sitedrive takes them to a view they can see.

## Good to know

-   At least one view must stay shared with everyone.
-   **Duplicate** is not available for the main Gantt or for Takt views. Create a new Takt view from **New view** instead.
-   Two views on location breakdowns with the same name get the same tab label. Rename the breakdown to tell them apart.

## Related

-   [Sharing views and locking settings](https://support.sitedrive.com/en/kb/sharing-views)
-   [Location breakdowns](https://support.sitedrive.com/en/kb/location-breakdowns)
-   [Filter, highlight and focus](https://support.sitedrive.com/en/kb/filter-highlight-and-focus)
-   [Finding your way around](https://support.sitedrive.com/en/kb/finding-your-way-around)