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.

Moving columns

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

Adding 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].

Removing 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].

Selecting 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.

Selecting 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.