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How can I create a new layout for my cycle?

Layouts in Pequity determine which fields and data points users can see when reviewing their workbooks. By creating a custom layout, you can tailor the view for different roles.

As a Company Admin, here's how you can easily create a custom layout:

Step 1: Go to the Columns Config page

  1. Locate the cycle you would like to create a new layout for.
  2. Click on the Edit Columns button
  3. Select the "+ Create Layout" button on the upper right hand corner of the screen
  4. Type in the name of the new layout.
  5. Don't forget to hit Save!

    Screen Shot 2025-08-26 at 10.04.23 AM

Step 2: Configure your new layout

  1. Your newly created layout will now appear in the Columns Config page
  2. Select which fields can be visible and editable for this layout
    Screen Shot 2025-08-26 at 10.07.57 AM

Step 3: Once your layout is configured, you can now use this and assign it to a role in the Roles tab.

Screen Shot 2025-08-26 at 10.11.10 AM

 

You're all set!