Saving and loading layouts

Saving and loading layouts

A layout is a saved view configuration: the columns, grouping, sorting, filter and time scale in one package. Layouts are app-global (on this device) — they do not belong to a single project file, so you can use them in any document.

Opening

View → ribbon group Layout. It holds a picker with your layouts and three buttons:

• Save as… and Manage… — both open the Manage layouts window (below).
• Update — overwrites the layout chosen in the picker with the current view; disabled while (none) is selected.

Choosing a layout in the picker applies it immediately.

The Manage layouts window

Without saved layouts the window shows "No saved layouts yet." Otherwise, one row per layout with:

• Name — editable directly in the row (rename).
• Apply (check mark) — asks for confirmation first: "Apply layout …? This replaces the current columns/grouping/sorting/filter/scale."
• Update — overwrites the layout with the current view, without confirmation.
• Delete (trash icon) — asks for confirmation first.

The confirmations appear as a small in-app dialog; Esc or Cancel aborts.

Save layout as…

At the bottom of the window: type a Name and click Save — the current view is stored as a new layout and becomes the active one. Without a name the layout gets the default name "Name".

What a layout captures

• Columns (visibility, order, width) — see Choosing columns.
• Grouping and sorting (View → Group… / Sort…).
• The filter — see Filters.
• The Gantt time scale.

Not included: zoom-level details, panel widths and selections.