Project Layout Options

Project Insight allows you to customize a set of layouts from your list of Layouts.

Administrators can set these for yourself or globally for items including project task lists, project Gantt charts, folders, reports and more.

What's a Layout?

It's a set of columns that appear every time you navigate to an item.

The most common layouts are project task list quick selections. The process is the same for other pages.

Creating a Layout

1. From a project task list add the columns you would like included in your task list layout by right clicking any of the column names and clicking insert. Remove the columns you do not like by right clicking the column name to be removed and clicking remove, you can also change the column order by left clicking the column name of your choice and dragging it to the position you'd like:

2. Click the Layouts option in the top right corner and click the option:

3. Name your current layout and click save:

4. Change the options on your layout by clicking the options option to the right of your layout's name:

1. Only want make this layout a default view for you?
   • Select 'Personal Default'
   • Any team member may do this
2. Want this layout to be an option for every user?
   • Select the 'Shared Globally (all users)' check box
   • (You must be a systems administrator to do this)
   • Click save
   • This will place the view in every team members' saved layouts 
3. Make that layout every team member's default layout?
   • Select the 'Global Default' check box
   • (You must be a systems administrator to do this)
   • Click save
   • This will place the view in every team members' saved layouts 

Please Note: Setting a default personal or global layout will only default for any new project or project that the user has not viewed yet.

Project Insight remembers the last layout the user used. PI will not overwrite what the user has seen before. However, the user can still select that layout in the quick selection for this scenario.