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Org Design Layout

This article helps you understand how to control the layout of projects and listing areas across all tabs.

Updated over a week ago

Client Administrators with the required system-level privilege can manage design layout from the 'Admin' tab in Asite. It lets you configure columns to be listed, default filter fields, and settings for viewing and pagination for your organisation's users.

To start managing the design layout for your organisation's users, contact your Asite Professional Services Consultant or email us.


Create a New Organisational Layout

1. Go to the 'Admin' tab and click 'Design Layout'.

2. Click the 'Create' button on the top right side.

3. From the dropdown list, select the organisation you need to design a layout and click 'Continue'.

4. The 'Add Layout' window allows you to create and manage layouts for tabs like 'Projects', 'Files', 'Project Forms', 'Discussions (File aMessages)', 'Models', 'Procurement', 'Contract', 'FM' and 'Field'.

5. At first you need to select the applicability of the new layout i.e. organisation users or bill to org users:

[5a] Organisation Users - Users of the same organisation as yours.

[5b] Bill to Org Users - Users listed in an organisation other than yours even though billed to your organisation.

6. Secondly select whether other users can edit the chosen design layout. Selecting 'No' will ensure that non-privileged users cannot modify it.


Layout for 'Projects' Tab

1. Select the column fields which need to be a part of the new layout. Column fields can be selected and removed using the left/right arrows. Selected column fields can be moved up or down using the up/down arrow.

2. Select filter fields for the layout, only fields selected from this dropdown list will be available for filtering project records.

3. Select the view settings for tabular or tile view, results per page, and default sorting of project records.

4. Click on 'Save' to submit your selection.


Layout for 'Files' Tab

1. Select the file Attributes which need to be a part of the new layout. Column fields can be selected and removed using the left/right arrows. Selected column fields can be moved up or down using the up/down arrow.

2. Select filter fields for the layout, only fields selected from this dropdown list will be available for filtering file records.

3. Select the view settings for tabular or tile view, results per page, and default sorting of file records. 'Include Subfolders' is selected by default but you can remove the selection if you don't want to see subfolder contents while viewing the parent folder.

4. Click on 'Save' to submit your selection.


Layout for 'Project Forms' Tab

1. Select the column fields which need to be a part of the new layout. Column fields can be selected and removed using the left/right arrows. Selected column fields can be moved up or down using the up/down arrow.

2. Select filter fields for the layout, only fields selected from this dropdown list will be available for filtering form records.

3. Select the view settings for tabular or tile view, results per page, and default sorting of form records.

4. Click on 'Save' to submit your selection.


Layout for 'Discussions' (File aMessages) Tab

1. Select the column fields which need to be a part of the new layout. Column fields can be selected and removed using the left/right arrows. Selected column fields can be moved up or down using the up/down arrow.

2. Select filter fields for the layout, only fields selected from this dropdown list will be available for filtering discussion records.

3. Select the view settings for tabular or tile view, results per page, and default sorting of discussion records.

4. Click on 'Save' to submit your selection.


Layout for 'Models' Tab

1. Select the column fields which need to be a part of the new layout. Column fields can be selected and removed using the left/right arrows. Selected column fields can be moved up or down using the up/down arrow.

2. Select filter fields for the layout, only fields selected from this dropdown list will be available for filtering model records.

3. Select the view settings for tabular or tile view, results per page, and default sorting of model records.

4. Click on 'Save' to submit your selection.


Layout for 'Procurement' Tab

1. Select the column fields which need to be a part of the new layout. Column fields can be selected and removed using the left/right arrows. Selected column fields can be moved up or down using the up/down arrow.

2. Select filter fields for the layout, only fields selected from this dropdown list will be available for filtering procurement records.

3. Select the view settings for tabular or tile view, results per page, and default sorting of procurement records.

4. Click on 'Save' to submit your selection.


Layout for 'Contract' Tab

1. Select the column fields which need to be a part of the new layout. Column fields can be selected and removed using the left/right arrows. Selected column fields can be moved up or down using the up/down arrow.

2. Select filter fields for the layout, only fields selected from this dropdown list will be available for filtering contract records.

3. Select the view settings for tabular or tile view, results per page, and default sorting of contract records.

4. Click on 'Save' to submit your selection.


Layout for 'FM' Tab

1. Select the column fields which need to be a part of the new layout. Column fields can be selected and removed using the left/right arrows. Selected column fields can be moved up or down using the up/down arrow.

2. Select filter fields for the layout, only fields selected from this dropdown list will be available for filtering FM records.

3. Select the view settings for tabular or tile view, results per page, and default sorting of FM records.

4. Click on 'Save' to submit your selection.


Layout for 'Field' Tab

1. Select the column fields which need to be a part of the new layout. Column fields can be selected and removed using the left/right arrows. Selected column fields can be moved up or down using the up/down arrow.

2. Select filter fields for the layout, only fields selected from this dropdown list will be available for filtering defect records.

3. Select the view settings for tabular or tile view, results per page, and default sorting of defect records.

4. Click on 'Save' to submit your selection.


Check: FAQs


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