Layouts are Projectrak's way to organize your Projectrak custom fields in a way that is better for your team. This would be one of the first steps you will need to take in order to start organizing your portfolio.
Step 0: layout manager and predefined layout
Go to Projectrak - Project navigator and after go to Fields. A list of your project layouts will be displayed.
Once you install Projectrak and access Layouts for the first time, you will be able to view and edit the predefined layout.
Predefined layout includes all predefined fields, in which the information has been organized in three containers:
- System data: Includes system fields along the creation date and the project creator.
- Follow-up: Includes the suggested main fields to track the project.
- Involved: Includes fields to identify projects or people involved.
Step 1: create a new layout
A list of your layouts will be displayed. Click on any of them to edit it, or click Create new layout to create a new one.
We suggest to give a name to the Layout and ensure to describe what information this layout will the users find. Easily write them in the text boxes we provide in order to do so.
Step 2: design the layout
Decide how many columns you want to display: 1, 2 or 3.
Your layout, your rules. Create containers and sections where you will place your project fields, as you can see in the screenshot below.
Organizing a layout is very simple, you just need to add the fields you need and then organize the containers and sections. You can even drag and drop containers and fields in your layout!
Step 3: layout actions
Once the layout is created you can edit, copy, delete or associate it with a project.