Quick Tour 21
What Is a Layout?
You can also customize the Activity Table and Gantt Chart in the Projects window.
A layout is a customizable view of project information. To customize a layout to meet specific needs, you can choose from a wide range of project information, columns, colors, fonts, and activity groupings, and you can display these data in the top and/or bottom layouts. For example, show a Gantt Chart in the top layout and an Activity Table in the bottom layout. Each time you change the way data are presented in the top and bottom layouts, you create a unique layout. The module automatically prompts you to save a layout when you close it, allowing you to define a unique name for it so you can use the layout again with the current project or a different project.
Activity Table displays activity information in spreadsheet format. Use this type of layout to quickly update a project. Use the Fill Down function to quickly copy and paste contents of rows in the Activity Table. You can use filters and group data to see only those activities that occur in your current status cycle. You can customize Activity Table columns. You can also sort, filter, and group activities in the Activity Table, as well as change the font of the activity information and the color of the table background. The Activity Table is displayed in the top and bottom layouts.
For more information on using the Fill Down function in the Activity Table, see the Help.
Gantt Chart provides a graphical display of activity progress over the course of the project. You can customize Gantt Chart bars, colors, labels, and symbols. You can also sort, filter, and group activities in the Gantt Chart. The Gantt Chart is displayed in the top and bottom layouts.
Activity Usage Spreadsheet displays units, costs, or earned value data by activity over time. Use this type of layout to review per period and rolled up activity resource/cost data. The Activity Usage Spreadsheet is displayed in the top and bottom layouts.
Activity Network provides a graphical display of activities, including logical relationships. You can specify which information you want to display, and you can change the Activity Network colors and fonts. You can also group and filter activities in the Activity Network. The Activity Network is displayed in the top layout only.
Activity Details display detailed information for an activity you select in either the Activity Table or Activity Network. You can also use Activity Details to enter and edit an activity’s information, such as dates, resource assignments, and predecessor and successor relationships. Activity Details is displayed in the bottom layout only.
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22 Part 1: Overview and Configuration
Resource Usage Spreadsheet displays resource data in spreadsheet format. This approach is helpful when you are updating and maintaining both your organization's resource hierarchy and individual resource information. This spreadsheet is displayed in the bottom layout only.
Activity Usage Profile displays a time distribution of activity units and costs in a Bar Chart format. You can customize all aspects of the Activity Usage Profile display. You can also filter activity information in the Activity Usage Profile. This profile is displayed in the bottom layout only.
Resource Usage Profile displays a time distribution of resource units and costs in relation to activities in a Bar Chart format. You can customize all aspects of the Resource Usage Profile display. You can also filter activity and resource information. This profile is displayed in the bottom layout only. You can also display a stacked histogram for the profile in the Activity window, and in the Resource Analysis type layout in the Tracking window.
Trace Logic provides a graphical display of dependency relationships for an activity you select in either the Activity Table or Activity Network. Trace Logic is displayed in the bottom layout only.
Use toolbar buttons to customize the layout.
To completely close the lower layout and view only the data in the top layout, click the Show/ Hide Bottom Layout button.
To hide or show more of the information in each pane, drag the horizontal split bar between the two layouts.
In the sample layout above, the top part of the window shows activity data in a Gantt Chart, while the lower part displays the Activity Details.
Primavera - Project Management
Quick Tour 23
Customizing Displays
Most windows and dialog boxes include a Display or Layout Options bar at the top of the screen that contains commands that enable you to customize the current display. Click this bar to display a menu of the commands available for that window or dialog box. You can also access many of these commands from the View menu.
Click the Layout 
Options bar to display a
menu of the options available for the Activities window.
For details about customizing layouts, see “Customizing Layouts” on page 427.
You can switch your display from a hierarchical view to a list view when displaying information, such as resources and the work breakdown structure, that is displayed in different levels. To switch a display from hierarchy to list view, click the leftmost column label that appears in the display.
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An outline symbol (
)in the leftmost column label indicates a hierarchy view.
A triangle symbol (
) in the leftmost column label indicates a list view.
After you change a display to list view, you can also sort the displayed information by clicking any column label.
Primavera - Project Management