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How to Manage Project Layout Settings

What are Project Layout Settings? Managing Project Layout settings

Written by Ashlee
Updated today

Your Project Layout Settings allow you to control what sections are visible on your Project Details Page, and the order in which they appear. You can set your Project Layout Settings at a default Account level, and also modify them on a Project by Project basis.

Setting and Modifying Project Layout Settings at an Account Level

To set or modify your Project Layout Settings at an Account level, navigate to your Settings, choose "Default Project Settings" from the Settings menu, then select "Open Layout Settings":

Under "Page Tabs" the Layout Settings shows you the "Visible Tabs" i.e. the ones that are actively being shown on your Project Details pages, and the "Available Tabs" which are tabs that are available to add to your Project Details pages but are not currently being used.

Under "Project Sections" you can see the currently "Visible" and "Available Hidden Project Sections" for the right hand bar of your Project Details pages:

To remove a Tab from the "Visible Tabs" just click the "x" next to the tab in Question:

To add a Tab to the "Visible Tabs" just click the "+" next to the Available Tab you wish to add:

To Reorder your tabs, just click and drag:

After you've made your desired changes, click the "Save" button:

You can then choose if you apply these default settings only to your future Projects, or if you would like to apply them to all existing Projects (or Project Templates if you are on the Advanced plan and use those):

Setting and Modifying Project Layout Settings for an Individual Project

To modify the Project Layout settings for an individual Project, navigate to the Project you wish to make changes to, then click the ellipsis in the top right of the page and select "Page Layout" from that menu:

Under "Page Tabs" the Layout Settings shows you the "Visible Tabs" i.e. the ones that are actively being shown on your Project Details page, and the "Available Tabs" which are tabs that are available to add to your Project Details page but are not currently being used.

Under "Project Sections" you can see the currently "Visible" and "Available Hidden Project Sections" for the right hand bar of your Project Details page:

To remove a Tab from the "Visible Tabs" just click the "x" next to the tab in Question:

To add a Tab to the "Visible Tabs" just click the "+" next to the Available Tab you wish to add:

To Reorder your tabs, just click and drag:

After you've made your desired changes, click the "Save" button, which will apply these layout changes specifically to this Project:

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