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Displaying and managing layouts

About this task

In the Projects and Files view, wherever data is displayed in rows and columns you can control the screen layout by:

  • Moving columns
  • Adding columns
  • Removing columns (you can add them again later)
  • Sorting and grouping data.

The options for editing the screen layout are on a shortcut menu that is displayed when you right-click a column header. You can also use the Customize Layout dialog box to change the existing layout. In the Files view you can create a new layout using the New Layout dialog box.

How to move columns

To move a column, click on the column header and drag it into the required position.

How to add a column to the current layout

Procedure

  1. Right-click a column header to display the shortcut menu.
  2. Select the column you want to add:
    • If you are working in Projects view, select the name of the column you want to add.
    • If you are working in the Files view, select the name of the column you want to add from the five categories: Analysis > [Column Name] , Confirmation > [Column Name], File Assignment > [Column Name], General > [Column Name] and Package > [Column Name].

How to remove columns from the current layout

Procedure

  1. Right-click a column header to display the shortcut menu.
  2. Select the column you want to remove:
    • If you are working in Projects view, select the name of the column you want to remove.
    • If you are working in the Files view, select the name of the column you want to remove from the five categories: Analysis > [Column Name] , Confirmation > [Column Name], File Assignment > [Column Name], General > [Column Name] and Package > [Column Name].

How to select a different sort by column

The data on the screen is sorted by the contents of one column. To sort by different criterion, select a different sort-by column. For example, projects and files are usually sorted by name, however you may want to sort by due date.

Procedure

  1. Right-click a column header to display the shortcut menu.
  2. Select the Sort By option.
    A further menu is displayed. It contains a list of the available columns.
  3. Select the name of the column you want to sort by.

How to select a group by option

You can reduce the number of rows displayed on a single screen by putting a number of files or projects into a group and displaying a single entry for the group. You can expand the group entry to display the individual files and projects it contains.

Procedure

  1. Right-click a column header to display the shortcut menu.
  2. Select the Group By option.
    A further menu is displayed. It contains a list of the available columns.
  3. Select the name of the column you want to group by.

    To expand a group entry in a table, click the plus + sign that precedes the group entry name.

Customize the view

If you prefer, you can see all of the options for customizing views in a single dialog box. To display the Customize Layout dialog box:

Procedure

  1. Display the view to be edited.
  2. Right-click a column header in the view and select Customize from the shortcut menu.
    The Customize Layout dialog box is displayed.
  3. Make the required changes to the view layout and click OK to save the changes. The changes are effective immediately.