Manage Perspectives
The Perspective feature on the Resources page allows you to create new perspectives.
A perspective is a customized view that you can create using only the filters you need. For example, you can save a view that shows only certain data sources, regions, or resource types. This ensures you can quickly return to your preferred view without reconfiguring the filters each time.
You can create multiple perspectives and save them for future use. When saving perspectives, make sure to use different names, as you cannot have two perspectives with the same name. If you use the same name for a new perspective, the platform overwrites the existing one.
You can also share the perspective URL with others in your organization, and delete a perspective if it's no longer needed.
Saving a perspective
To save a custom perspective:
From the sidebar, navigate to the Resources page.
Select Save perspective.
Under Save as, enter a name for your custom perspective, then select Save. The configuration is saved as a perspective.
Applying a saved perspective
Saved perspectives are displayed when you select Perspective on the Resources page. The option is enabled only if you have previously saved at least one perspective.
To apply a saved perspective:
On the Resources page, select Perspectives.
Choose the perspective you want to view and select Apply.
When the perspective is applied, the Resources page updates its title to include the name of the perspective. Additionally, a link to copy the URL appears beside the name, allowing you to share the perspective with others.
Deleting a perspective
You can delete perspectives that are no longer needed.
To delete a perspective:
On the Resources page, select Perspectives.
Select the See all Perspectives link.
From the available perspectives, find the one you want to delete. Then, under Actions, select the delete icon.
In the Delete perspective panel, select Delete again to confirm the action.
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