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.
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:
If you are using custom permission sets, you will need to edit them and grant access to this field.
Next, add the 'My Default Project Layout' field to the Resource Profile page layout.
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
This section will show you how to add the component to your User Lightning Record page.
You will need to add the 'Save As My Default Layout' button to your Project Detail page.