Creating and Managing Custom Layouts in Project Insight

Custom Layouts allow users to personalize how information is displayed throughout Project Insight. By creating layouts, users can choose which columns appear, rearrange information, and save preferred views without affecting other users.

Layouts can be used across reports, task lists, dashboards, and other supported views, helping different users focus on the information most important to their role.

What Is a Custom Layout?

A Custom Layout controls how information is displayed within a Project Insight view. Users can customize visible columns, column order, and other display preferences and then save those settings for future use.

Project managers, PMOs, executives, resource managers, and team members often use different layouts to support their unique workflows.

How Do I Create a Custom Layout?

1. Open any report, task list, dashboard, or supported view.
2. Adjust visible columns using Right-Click > Insert Column or Remove Column.
3. Rearrange columns by dragging them into your preferred order.
4. Click the Gear Icon > Save Layout.
5. Select the type of layout you want to create.

What Types of Layouts Are Available?

• Private Layout – Visible only to you.
• Shared Layout – Visible to selected users.
• Global Layout – Available to all users (Administrator permissions required).

When Should I Use a Private, Shared, or Global Layout?

Private layouts are best for users who want to personalize their own workspace without affecting anyone else.

Shared layouts are useful when a team needs consistent visibility into the same information and reporting views.

Global layouts help administrators establish standardized views across departments and teams while still allowing users to create personal layouts when needed.

Best Practices for Managing Layouts

• Name layouts based on their purpose, such as PMO Dashboard – Health Summary.
• Limit Global Layouts to a small number of standard organizational views.
• Encourage users to create personal layouts that support their daily work.
• Periodically review shared and global layouts to ensure they remain aligned with organizational goals and reporting needs.

Frequently Asked Questions

Do custom layouts affect other users?

No. Private layouts only affect the user who created them.

Can I share a layout with other users?

Yes. Shared layouts can be made available to selected users.

Who can create Global Layouts?

Global layouts are typically created and managed by administrators.

Can layouts be used outside of reports?

Yes. Layouts can be used throughout Project Insight, including reports, task lists, dashboards, and other supported views.

Why should I create a custom layout?

Custom layouts help users focus on the information most relevant to their role, reducing clutter and improving visibility into their work.