Reference: Perspective Options

Adaptive Planning

This table describes the options available when managing a perspective. You can access the options from the perspective overview by clicking the More icon associated with a perspective.

Perspective Options	Perspective Owner	View User of Shared Perspective	Edit User of Shared Perspective
Share : Share a perspective with others and give them permission to view or edit.	Yes	No	Yes
Unshare : Stop sharing the perspective with all users. If you want to unshare the perspective with specific users, select Share and remove View and Edit access for those users. For owners, the perspective moves from Shared to Personal only if you unshare the perspective with all users.	Yes	No	No
Rename : Change the name of the perspective.	Yes	No	Yes
Delete : Delete the perspective and all dashboards and charts within the perspective.	Yes	No	Yes
Copy: Create a copy of the perspective and all dashboards and charts within the perspective. You become the owner of the copy. Copies are not tied to the original perspective. Any updates to the original perspective, dashboards, or charts are not updated in the copy.	Yes	Yes	Yes
Check Out: Check out a shared perspective and edit the perspective and its dashboards and charts. Only 1 user can check out a perspectiveat a time, preventing others from overriding pending changes. When a perspective is checked out, users who have access to the perspective can continue viewing and interacting with the dashboard and charts.	Yes	No	Yes
Undo Checkout: Undo a checked out perspective.	Yes	No	No
Publish: Publish changes. Users who have access to the shared perspective can view these changes. The perspective becomes available for others to check out and edit.	Yes	No	Yes
Discard: Revert changes on a checked out perspective and all dashboards and charts associated with the perspective.	Yes	No	Yes