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
- Locate the cycle you would like to create a new layout for.
- Click on the Edit Columns button
- Select the "+ Create Layout" button on the upper right hand corner of the screen
- Type in the name of the new layout.
- Don't forget to hit Save!
Step 2: Configure your new layout
- Your newly created layout will now appear in the Columns Config page
- Select which fields can be visible and editable for this layout
Step 3: Once your layout is configured, you can now use this and assign it to a role in the Roles tab.
You're all set!