Create & Share a Content Plan View

Who can complete this task? Veeva RIM Basics: Vault Admin, RIM Admin, Submission Manager

You can edit the columns that display in your content plan and save it as a view to make it easy to view your content plan details. You can also share that view with other users.

Create a Content Plan View

To create a content plan view:

  1. Navigate to the content plan and select Edit Columns from the Actions menu.

    Screenshot step 1

  2. Add, remove, and reorder the columns you want to see in your content plan view.

  3. Click Save.

    Screenshot steps 2 and 3

  4. Click Save View As.

    Screenshot step 4

  5. Provide a Name for the view and click Save.

    Screenshot step 5

Share a Content Plan View

To share a content plan view:

  1. Click the arrow to the right of Save View As and select Share.

    Screenshot step 1

  2. Specify the users you want to share the view with and click OK.

    Screenshot step 2

Change Your Content Plan Display to a Saved View

To change your content plan display to a saved view:

  • Select it from the View dropdown.

    Screenshot step 1

Note This view is recommended to Vaults with a Veeva RIM Basics: Submissions Publishing license

Screenshot publishing view