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.

1. Open an existing layout that most closely resembles the format of the new layout you want to create.
2. Choose View, Layout, Save As.
   
   You can also click the Layout Options bar and choose Layout, Save As.
   
3. Type a name for the new layout.
4. 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.
   
5. 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.

Related Topics

Open a layout