Time and Expense Layouts are the ‘grid-style’ area of the Time Entries and Expense Entries workspace. Users can create custom layouts that include only the columns that they want to use.
When creating a layout, keep it as simple as you can. For example, if your assistant always completes your entries for you, you may choose to show only the Hours and Narrative columns on your layout. Your assistant, however, would probably elect to show all required fields in their layout to fill in details when completing your entries for you.
- Go to Time Entries (or Expense Entries – depending on the type of layout) by clicking the appropriate button in the bottom left of the screen or by selecting View > My Time or View > My Expenses.
- Click the layout that you wish to alter to select it, then right-click and go to Properties.
- Select the columns you want used in your Layout by moving the column name from the Non-selected Items List on the left to the Selected Items list on the right.
- Once all columns have been selected, they may be reordered by using the up and down buttons.
- Optionally, change the location where new entries are added (top of grid or bottom of grid) using the Add Row Position setting.
- Optionally, change the Filter Row setting (using either Header Icons or a Filter Row at Top).
- Place a check mark beside AutoFit columns if you would like the system to automatically resize the columns to fit the column contents.
- Place a check mark beside Allow Summaries, Allow Filtering and Allow Pinning to enable these features.
- Click OK to save your selections.