Creating and managing Summary Sheet layouts

You can create and manage custom layouts for the Summary Sheet using the Layouts tab in the right‑side panel. This gives you greater control over how your data is organized and displayed.

Create and save a new custom layout

1. On the Summary Sheet, select the Layouts tab in the right-side panel.

2. Select the Row Groups tab and configure how rows are grouped as follows:

   • To add a group, select Add Groups, then select a work breakdown structure (WBS) from the dropdown.

     The WBS assigned to the project’s bid packages appears as Bid Package*, with the WBS name in parentheses. The WBS for bid package phases appears as Phase*, with the WBS name in parentheses.

   • To style a group, select the styling icon () and specify the background color, font color, and font style.

   • To reorder groups, select and drag a group higher or lower in the list.

   • To remove a group, hover over it and select the X icon.

   • To remove all groups, select Clear.

   • To restore the default grouping, select Reset.

3. Select the Columns tab and configure the columns as follows:

   • To specify whether or not to include a column in the sheet, select the Visible tab and select or clear the checkbox next to the column name.

   • To group two or more columns manually, do the following:

     1. Use the Select option and select one or more column names from the list.

     2. Select Group.

     Alternatively, drag a column name and drop it onto the column you want to group it with.

   • To ungroup two or more columns, select the group's column name and select Ungroup.

   • To rename a column or column group, double-click the column or group name and update the name as needed.

   • To reorder the columns, select and hold the drag-and-drop icon () next to a column or group, then drag it to the desired location.

   • To set the width of each column, select the Width tab and enter the desired value next to each column name.

     Alternatively, you can adjust column widths directly on the Summary Sheet.

   • To define decimal places for numeric columns, select the Decimals tab and enter the desired value next to each column name.

   • To specify whether or not to include the dollar symbol in a column, select the Symbols tab and select or clear the checkbox next to the column name.

   • To style a column, select the Style tab, then select the text style icon () next to the column name and specify the background color, font color, and font style.

   • To pin a column left or right, select the Pin tab and select the pin to the left () or pin to the right icon () next to the column name.

4. Select the Layouts tab.

   Alternatively, select the plus icon () at the bottom of the Summary Sheet.

5. Select Add Layout.

6. In the dialog, do the following:

   1. Enter the Layout Name.

   2. Optionally, enter one or more Categories.

   3. Optionally, to make the layout available to all users, select the Add to Library checkbox.

      If you leave this checkbox unchecked, the layout is available only to you.

      Private layouts are identified by a person icon (), while layouts that are available to all users are identified by a globe icon ().

      Changes made to the formatting of a global layout are owned by Admins and Librarians. Any saved changes apply to all users.

   4. Select Add.

   Before saving the layout, ensure that the Summary Sheet is fully configured, including columns, rows, and styling. Save the layout only after completing all configuration to preserve your settings.

Add a layout to the quick tabs

1. On the Summary Sheet, select the Layouts tab and hover over the layout that you want to add to the quick tabs.

2. Select Add to Quick Tab.

The layout appears as a tab at the bottom of the Summary Sheet.

Remove a layout from the quick tabs

1. At the bottom of the Summary Sheet, select the ellipsis icon () on the layout tab that you want to remove.

2. Select Remove.

Apply an existing layout

You can apply an existing layout using any of the following options:

• On the Summary Sheet, select the Layouts tab and select the appropriate layout from the list.

• Select the plus icon () or the all layouts icon () at the bottom of the Summary Sheet and select the appropriate layout from the list.

• If the layout has been added to the quick tabs at the bottom of the Summary Sheet, select the appropriate tab.

Replace an existing layout with the current view

1. On the Summary Sheet, select the Layouts tab and hover over the layout that you want to replace.

   Alternatively, if the layout appears in the quick tabs at the bottom of the Summary Sheet, hover over it there.

2. Select the ellipsis icon ()

3. Select Replace.

Create a personal copy of a global layout

1. On the Summary Sheet, select the Layouts tab and select the global layout that you want to copy from the list.

2. Select Add Layout.

3. In the dialog, enter the Layout Name, enter one or more Categories, and select Add.

Edit the name of an existing layout

1. On the Summary Sheet, select the Layouts tab and hover over the layout that you want to edit.

   Alternatively, if the layout appears in the quick tabs at the bottom of the Summary Sheet, hover over it there.

2. Select Edit

3. In the dialog, update the Layout Name and Categories as needed.

4. Optionally, select or clear the Add to Library checkbox.

5. Select Add.

Filter layouts by tags

1. On the Summary Sheet, select the Layouts tab in the right-side panel.

2. Select Tags.

3. Select one or more tags from the dropdown.

   Only layouts that include at least one of the selected tags appear in the list.