--- title: "Views in Planner" description: "Switch between prebuilt views from the Planner space so you can see your projects and schedules through a different lens without leaving the page." url: https://support.mosaicapp.com/en/articles/778-views-in-planner collection: "Getting Started in Planner" updated: 2026-10-30 language: en --- # Views in Planner Switch between prebuilt views from the Planner space so you can see your projects and schedules through a different lens without leaving the page. ## Overview The views selector adds quick shortcuts to other ways of looking at your Mosaic data, then lets you switch between them from a single menu at the top of the Planner space. Add the views you use most and flip between them with one click instead of navigating back to the main menu each time. Workload and Project Planner come added by default, so the menu works right away even before you add anything of your own. Project Planner is also Planner's own default view, the project-by-project Gantt timeline you land on when you first open the space. ![Planner screen showing a multi-year project timeline with colored task bars; a red arrow points to the menu icon beside the Planner heading. Visible: Planner, Oct 2026 โ€“ Oct 2027, Years, 13 Projects, Work Plans, Sort.](https://staticfiles.gleap.io/ghelparticle/IFflqzGu4ys8lZC0F7QFqRc8JlYDSAJ4uHiiM5X7RI2lrIsMsfR3IsPM0SqP9Pk7JGFZMEkiNGY.png) * * * ## What You See - **Menu icon.** Sits to the left of the space name at the top of Planner. Opens your added views. - **Views panel.** Lists every view you have added, with an **\+ Add view** link at the top for bringing in more. - **All views picker.** A card for each view Mosaic offers, with a short description and an **Added** tag on any you already have. - **Options menu on each added view.** A three-dot icon next to a view in the panel, used to remove it. - **Space name in the header.** Updates to match whichever view is currently selected, so the page always shows what you're looking at. ![Planner Views screen shows view options with Project Planner selected. Visible: Planner Views, Add view, Workload, Work Plans, Open Roles, Project Planner.](https://staticfiles.gleap.io/ghelparticle/rh8hQnJ77OG4bev9ZHFWJ41ix98vpYSi0hqcrz2obkB5oLLtlEbZgML88IHA0c23TDFBtcvvVez.png) * * * ## Available Views - **Project Planner.** See the project schedule and planned work of members in a single view. \\ - **Workload.** See each member's capacity and planned hours over time to spot who is over or under allocated. - **Work Plans.** See a streamlined overview of each team member's assigned work without the surrounding project schedule. - **Open Roles.** Review which positions need filling and the hours they need, so you can plan staffing and ensure balanced project coverage. - **Task Planner.** See project tasks and the tasks assigned to members in a single view. - **More Coming Soon!** Weโ€™re adding more views to Mosaic. New ones will be flagged in the View-Selector once added. ![The All views dialog for the Mosaic views selector lists Workload, Work Plans, Open Roles, Project Planner, and Task Planner as added, with More coming soon. Visible: All views, Select a view to add to the views selector, Add, Views let you customize Mosaic around how you work. Add the views for qui](https://staticfiles.gleap.io/ghelparticle/ivQMhAhNcsKexyCXfbhLJTukojDVycvphLMyCOzd8ocN85AZ2oMOnX3wUuBrzi4IYeSUN61noJG.png) * * * ## How To Add a View 1. Click the **three-line menu icon** next to the space name at the top of View. 2. Click **\+ Add view**. 3. In the **All views** picker, select the card for each view you want. A selected card shows a checkmark. 4. Click **Add** to bring your selections into the views panel. ![The All views dialog lists view options, with a red arrow pointing to the Add button in the upper right. Visible: All views, Select a view to add to the views selector, Add, Workload, Added, Work Plans.](https://staticfiles.gleap.io/ghelparticle/euQFwyqWAr9zdvUQqSb2X9OZDkhaOY5iVAZRmL5wmixANkyLmq4O8ix0rybctLXemRJURJDQ8cr.png) * * * ## How To Switch Between Added Views 1. Click the **three-line menu icon** next to the space name. 2. Select a view from the list, such as **Workload** or **Work Plans**. 3. The page updates to that view right away. ![Planner Views sidebar with Project Planner selected; a red arrow points to the Project Planner row. Visible: Planner Views, Add view, Workload, Work Plans, Project Planner, Task Planner.](https://staticfiles.gleap.io/ghelparticle/2nOo7xecnDXPksLvwquLcayIogTbhscQpOPOt7TBevjLHp3YFObKeGeEM0sqi6M3fyKlIUmEebn.png) > **Info:** _Switching to Workload replaces the project-by-project Gantt timeline with member rows and a capacity heat map, grouped by month instead of quarter. Switching to Work Plans narrows the timeline to member work plans without the surrounding project schedule._ * * * ## How To Remove a View 1. Click the **three-line menu icon** next to the space name to open the views panel. 2. Hover over the view you want to remove and click the **three-dot icon** next to it. 3. Click **Delete**. The view is removed from the panel, and you can add it back later from the All views picker. ![The Planner Views menu shows Open Roles selected with its options open and a Remove action. Visible: Planner Views, Add view, Workload, Work Plans, Project Planner, Task Planner.](https://staticfiles.gleap.io/ghelparticle/ZwRppLr02KP4zCGwtIalHqvLU2CUVhZyvzm19Ex85Xat4g0uQY1McBCIykI8vkOCUDSvVOAN6Ly.png) * * * ## Views Work the Same Way in Workload The same menu, the same All views picker, and the same five views are available from the Workload space too, and the views panel is labeled "Planner Views" no matter which space you open it from. ๐Ÿ‘‰ Learn more about Views in Workload * * * ## Tips - **Add Workload for quick capacity checks.** Switch over from your project timeline to see team-wide capacity without leaving Planner. - **Switching views keeps your place.** You do not need to reopen a view from the main menu once it is in your panel. - **Remove views you've stopped using.** Nothing is lost since you can add a view back from the All views picker at any time. - **Start from either space.** Since the same views are available from both Planner and Workload, add them from whichever space you already have open. ## Related Articles - [Planner Overview](https://support.mosaicapp.com/en/articles/643-planner-overview.md) - Views in Workload