Construction Viz

Project Management Perfect

View Your Data Your Way with Construction Viz Saved Views 

January 9, 2024 Forms

Construction projects generate a ton of data that must be tracked and analyzed in real-time. With our latest update to Construction Viz, we wanted to make our form app data views even more powerful by adding the ability to create, edit, and save personal and project views for the entire team to use. Read on to discover how this new feature will allow you to analyze and report on your data quickly and easily.

Construction Viz already includes configurable data views across all our apps. Users can group, sort, filter, reorganize, and search on form columns to get to meaningful data quickly. However, we wanted to provide more capabilities to allow users to create and save their personal and project data views. Since Construction Viz stores your data in your Microsoft SharePoint lists and libraries, we took inspiration from the view configuration options in SharePoint but further enhanced its capabilities for construction management.

New Construction Viz Saved Views UI

We had to make a few changes to our user interface to deliver the new saved views feature in Construction Viz. While maintaining most of our core structure, we re-designed the layouts to align with our Task Manager app for the ultimate flexibility when visualizing data in different configurations.

New Construction Viz Saved Views UI

Now, we can display different data configurations in grouped tabs, such as dashboards, lists, attachments, Gantts, geospatial maps, and calendars. The new tab structure lets users quickly move between different data configurations while keeping the filtering persistent.

We've also added an app-specific settings cog for saved views and future setting enhancements. Users can now create, edit, and save data views from within the app-specific settings or the data view selector.

Construction Viz App-specific settings

In a future post, we will provide more insights into the benefits of this latest re-design. Exciting features to come 😊

Key Features of Construction Viz Saved Views

We packed many features in this latest Saved Views release, but some of the key highlights include the following:

  • Project vs. Personal Views. Quickly find the forms you seek by creating project views for all users or personal views for your own use.
  • Default views. Save time by assigning a default view to display when navigating to any app.
  • My Action Required. Quickly filter tasks assigned to you by clicking the "My Action Required" toggle.
  • Show All Revisions. By default, Construction Viz displays the latest revisions in form data views, but with this update, users can quickly toggle to see all form and related document revisions. This is a great feature for viewing the history of all forms and their attachments and exporting all records.
  • Available in form apps. The new UI and saved views feature are available in all form apps, such as RFIs, Submittals, or Daily Reports.

Construction Viz is a full-featured and enterprise-ready project management information system (PMIS) for Microsoft 365. To learn more about Construction Viz features and apps, check out our weekly blogs. You can request a demo of Construction Viz here. Also, if you need any Microsoft 365 support or have any suggestions for future blogs, you can submit a consultation request here.