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

Users on Asite having required privileges can control the layout of projects and listing areas across all tabs. Privileged users can configure columns to be listed, default filter fields and settings with respect to view and pagination, they also have an option to restrict editing of the layout by other users.


Create New Organizational Layout

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

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

3. Select the organization for which you need to design a layout from the dropdown list 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. organization users or bill to org users:

[5a] Organization Users - Users belonging to the same organization as yours.

[5b] Bill to Org Users - Users which are listed in other organization than yours but they are billed to your organization.

6. Secondly select whether this layout design can be edited by other users or not. Selecting 'No' will ensure non privileged users cannot modify this at their end.


Layout for 'Projects' Tab

1. Select the column fields which needs 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 needs 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 Sub folders' is selected by default but you can remove the selection if you don't want to see sub folder 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 needs 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 needs 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.
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Layout for 'Models' Tab

1. Select the column fields which needs 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.
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Layout for 'Procurement' Tab

1. Select the column fields which needs 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 needs 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 needs 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 'Sites' Tab

1. Select the column fields which needs 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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