Save a layout as a project layout

You can save layouts in the Activities, Resource Assignments and WBS views as project layouts.  Layouts can be saved as project layouts in any project that you have opened and to which you have Add/Edit Project Level Layouts privilege. Consider saving a layout as a project layout if you want to do any of the following:

• Export the project with the layout
• Copy and paste the project and want the layout to be copied and pasted with the project
• Share the layout with other users of the project without unnecessarily adding layouts to the global layouts

Saving the Layout as a Project Layout

Before you begin, you must have at least one project open.

1. Choose View, Layout, Save As.
   
   You can also click the Layout Options bar and choose Layout, Save As.
   
2. Type a new name for the current layout.
3. In the Available To field, select Project.
4. In the Project field, click to specify a project. The Select Project dialog box displays.
5. Select a project from the list.

   Note:

   Only currently opened projects will appear in the Select Project dialog box.  To select a project that is not in the list, cancel out of the Select Project and the Save Layout As dialog boxes.  Then use the Projects view to open both the project with the layout you are copying and the target project.  Ensure the project with the layout is the default project. Then repeat the steps in this topic.

6. Click Save.

Notes

• Only global or layout filters can be assigned to a project layout.  When a layout is saved as a project, any previously applied user filter is automatically copied to the layout filters section.
• Saving a layout as a project layout requires Add/Edit Project Level Layouts privileges to the target project.