A Layout contains information relating to the data and physical organization of panels for one or more entities. If you open a single grid of data, manipulate then save that grid, it gets saved as a View which can be re-used by either dragging it from the left-hand panel into an open layout or using the ‘View As’ toolbar option when viewing data for the same entity. If you add to a single grid of data by either pinning open the Preview panel, dragging in another view or using the View option from a record to open an additional grid of related data, this becomes a Layout when saved. The grids within the layout are no longer independent Views, any changes apply just to this layout and they do not exist independantly. Clicking a layout in the left-hand panel will cause that data to be displayed in the main user area.

To create a layout, begin with a view or chart for a single entity. Then you can right click an item and select the ‘View’ option. For example, begin with a list of folders and select ‘View Tasks’. Then you can drill down further and select ‘View Defects’ for example. Each of these views are then linked together, for example clicking on a Folder will show all Tasks for that Folder, clicking on a Task will show all Defects for that Task. Therefore, the way in which layouts are created is important. If the defects panel had been opened by clicking ‘View Defects’ directly from a folder, there would be no automatic link between the tasks and defects panels.

Alternatively, layouts can be built from views or charts which are not linked. Once you have one view or chart open, drag another from the left-hand area and drop it into the main user area to add it to the layout. It can then be moved to the desired position, see the following section for more information.

When a layout is saved (see later section), both the individual grid configurations and the overall positions are saved.