Admin Guide - External Default Project Layout Settings

    The “External Default Project Setting” allows you to set the default project layout specifically for Digital Experience users.  

     

    When new projects are created, they still inherit the settings from the Global Default Project setting (if no template is applied during project creation) or from the template (when applied during project creation) which includes project settings and non-working days.  

     

    However, when a Digital Experience user views the project, Inspire Planner references the External Default Project Setting. This includes columns displayed/hidden, column order, column widths, and Gantt Chart displayed/hidden. 
     

    When Digital Experience users adjust their project layout (i.e. columns displayed/hidden, column widths, column order), Inspire Planner then creates a user project settings record for the Experience Cloud user for the project, which contains their personal preferences. The next time they view the same project, it will display the project according to their user project settings. 


     

    Please note the following: 

    The External Default Project Setting only applies to Digital Experience users and dictates the default project layout. 

     

    Create a Template for Default External Project Settings

    The first step would be to create a project template that contains the default project layout for Digital Experience users. 

     

    Set “Is Template” to TRUE. 

     

     

    Adjust the template according to what would like applied as the default project layout for Digital Experience users. It can include your preferred: 

    • Column widths 

    • Displayed/hidden columns  

    • Column order  

    • Gantt chart hidden/displayed  

     

     

    Populate the Default External Project Setting

    Once the template is ready with your preferred layout, you will then need to apply it to the Default External Project Setting. 

     

    1. In the App Launcher, enter “Inspire Planner Settings” and go to Inspire Planner Settings. 


       
    2. Look for “External Default Project Settings”. Search for and select the template you created that contains the settings you would like to apply to new projects created by Experience Cloud users. 

      Click on Save when finished.


       

    Tags

    Administration

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