Create a new activity layout
To create a new activity or resource assignment layout, you save an existing layout with a new name, then modify it and save your changes. To create a new activity or resource assignment layout, you must have the appropriate security privileges.
- Open an existing layout that most closely resembles the format of the new layout you want to create.
- Choose View, Layout, Save As.
You can also click the Layout Options bar and choose Layout, Save As. - Type a name for the new layout.
- In the Available To field, select a user category, then click Save.
To create a global layout, choose All Users.
To create a layout only for your own use, choose Current User.
To create a layout for another user, choose Another User. Then, in the User field, click to specify the user. - Modify the layout, if necessary, then choose View, Layout, Save.
Note
- If you save a layout for a specific user, the layout is listed in the Open Layout dialog box only for that user. You must log in under the specified user name to open the layout.
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Last Published Friday, March 29, 2024