Admin Guide - User Default Project Layout

With the User Default Project Layout feature, Inspire Planner users no longer need to configure project column layouts separately for each project. Instead, you can set up your preferred layout once and apply it across all current and future projects you’re part of.

This Admin Guide provides instructions for enabling this feature.

Grant Access to 'My Default Project Layout' Field

Begin by granting access to the My Default Project Layout field in the Resource Profile object. This field stores the user's preferred default project layout.

The following Inspire Planner Standard Permission Sets already include access to this field:

• Inspire Planner Standard User - v1.12 Permission Set
• Inspire Planner - Lite User
• Inspire Planner - Read-Only User

If you are using custom permission sets, you will need to edit them and grant access to this field.

1. In Setup, enter "Permission Sets" in the Quick Find box and click on Permission Sets.
   
   
    
2. Click on your custom permission set. The image below is just an example.
   
   
    
3. Go to Object Settings.
   
   
    
4. Click on Resource Profile.
   
   
    
5. Click Edit.
   
   
    
6. Enable Read Access and Edit Access for the My Default Project Layout field. Then, save your changes.
   
   
    
7. Repeat the steps above for each custom permission set assigned to Inspire Planner users.

Add the 'My Default Project Layout' Field to the Resource Profile Page Layout

Next, add the 'My Default Project Layout' field to the Resource Profile page layout.

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Resource" in the Quick Find box and click on Resource Profile.
   
   
    
3. Go to Page Layouts and click on Resource Profile Layout.
   
   
    
4. Drag the 'My Default Project Layout' field to your desired area on the page and then save your changes.
   
   

Add 'Assign Default Project Layout' Component to User Lightning Record Page

The 'Assign Default Project Layout' component, when added to the Lightning record page, displays a button on the user's profile that allows them to apply their saved project layout to

• All existing projects they own
• All projects they are a part of (where they are collaborators)
• New projects where there is no default user project settings

This section will show you how to add the component to your User Lightning Record page.

1. In User Object, go to Lightning Record Pages and click on User Record Page.
   
   If you do not have an existing Lightning record page, open a user's record, click on the Setup icon (Gear icon to the left of your avatar), and click on Edit Page. This will create a new page, which you can then save and activate when you're finished making your changes.
   
   
    
2. Under Custom, drag the 'Inspire - Assign Default Project Layout' component to your desired area on the page. In the example below, we're adding it right under Related.
   
   Save your changes when finished.
   
   
   
    

Add 'Save As My Default Layout' Button to Project Detail

You will need to add the 'Save As My Default Layout' button to your Project Detail page.

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Project" in the Quick Find box and click on Project.
   
   
    
3. Go to Page Layouts and click on the page layout you use for waterfall projects.
   
   
    
4. Go to Mobile & Lightning Actions. Then, drag Save As My Default Layout into Salesforce Mobile and Lightning Experience Actions. 
   
   Click on Save to save your changes.
   
   
    
5. If you are using record types for waterfall projects, repeat the steps above for each waterfall page layout.