Using Layouts

My Time and My Expenses allow you to create custom layouts. They Layout Chooser is available from the right click menu within the Layout header. You can also add content to the layouts beyond the defaults by using the Column Chooser.

Watch the video below to learn more.

 Viewing a Layout

1. In the My Time or My Expense function, right click in the layout header area, and select Layout Chooser.
   
   
2. Select the Layout name you want to apply in the Layout Chooser window.
   
   
3. The Layout will change accordingly. The title will be displayed.
   
   
4. Close the Layout Chooser window.

Creating a New Layout

1. In the My Time or My Expense function, right-click in the layout header area, and select Layout Chooser.
   
   
2. Right-click inside the Layout Chooser window and select New.
   
   
3. Enter a descriptive Name for the layout.
4. Close the Layout Chooser window.

5. Add and arrange columns as necessary. Columns can be arranged by drag and drop method. Adding columns is performed by right clicking in the Layout Header area and selecting, Column Chooser. The changes made to the layout will automatically be saved.

   To learn more about arranging and sorting columns in a layout, click here.

Changing an Existing Layout

1. In the My Time or My Expense function, right click in the layout header area, and select Layout Chooser.
   
   
2. Select the Layout name you want to change in the Layout Chooser window.
   
   
3. The Layout will change accordingly. The title will be displayed.
   
   
4. Close the Layout Chooser window.
5. Make any appropriate changes to the layout. They will Save automatically.

Deleting a Layout

1. In the My Time or My Expense function, right click in the layout header area, and select Layout Chooser.
   
   
2. Right click on the layout you want to remove, and select Delete.
   
   
3. Right-click and select Delete from the drop-down menu.
4. Click the Yes button to confirm the removal.

Sharing a Layout

You can share an existing layout with other employees or teams.

1. In the My Time or My Expense function, right click in the layout header area, and select Layout Chooser.
   
   
2. Right click on the layout you want to share, and select Copy > Copy to Employee, or Copy Layout to Team.
   
   
3. Select from the available Employees or Team list and click the Save button.
4. Those selected will have the layout available in their Layout Chooser.

Using the Column Chooser

You may want to add more entry fields on the Grid view. You can select all those that are reflected in the Editor to mimic what is entered. To add columns for the Grid View, perform the following:

1. In the My Time or My Expense function, right click in the layout header area, and select Column Chooser.
   
   
2. The Column Chooser window will appear. drag and drop a column from the Column Chooser to the Layout columns area. The black indicator bar will let you know where the column will be placed.
   
   

The column will be placed in the Grid view. You may need to adjust the column width to see the full column title. To remove a column, open the Column Chooser and drag and drop the column back to the Column Chooser.