Create Shared Web Layouts

You can create layouts and make them available to all users or to users who have a certain role.

Attention: See Link Shared Web Layouts to Roles.

You can base a new Shared Web Layout on either a standard layout or an existing Shared Web Layout.

Note: When you create Shared Web Layouts, each column that you add as an available column has an impact on performance. Deltek therefore strongly recommends that you include in Shared Web Layouts only those columns that users need.

Tip: To ensure that users do not create personal layouts that adversely affect performance because they include unnecessary columns, you can prevent users from choosing layouts in which all columns are available.

In the Admin Tool, in the Settings tab, under System Settings > Web Component Settings, ensure that the Allow personal version of standard layout check box is cleared. This prevents users from seeing these layouts in the menu from which they can choose layouts to personalize.

To create a Shared Web Layout:

1. Navigate to the layout on which you want to base the shared layout that you are creating.
2. Customize the layout by following the steps in Customizing Columns in Layouts.
   Note: If you are editing a shared layout and you click Save to save your changes, all existing personal layouts that were based on that shared layout are deleted. A warning message is displayed first.
3. Click the drop-down arrow next to the Layouts icon next to the Layout field.

   

4. Select Save as from the drop-down list.

   

5. On the Save as Layout dialog box, enter a name for the shared layout and click Ok.