Benefits

1. Build a custom creation form with custom fields.
   
2. Enhance the type of data that you have in your project.
   
3. Use the various options available for custom fields to capture unique data types.
   
4. Introduce sections to categorize the fields into subheadings.
   
5. Clone existing layouts and alter them into new layouts.

Default section in layouts

1. Project Owner
   
2. Project Group
   
3. Start Date
   
4. End Date
   
5. Project Status
   
6. Project Prefix

These fields cannot be deleted from the layout because they help capture crucial information about the project.

Create a custom layout

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Layouts and Fields section under Customization.
   
3. Select Projects.
   
4. Click the +Layout button.
   
   
5. Select a layout to clone.
   
1. If you're creating your first custom layout, use the default standard layout to clone. If you've already created layouts, use them to clone and build new layouts.
   
6. Enter the name of the layout.
   
7. Select the required Profiles.
   
1. Only the selected profiles can access this project layout when they create a new project.
   
8. Enter a layout description.
   
9. Click the Create button. The layout is created with the default section and the cloned fields from the layout the you had selected.
   
10. Drag and drop fields from the New and Existing fields tabs.
    
1. New Fields - Create new fields that haven't been used in any of the other layouts.
   
2. Existing Fields - These are fields that are already used in any of your existing layouts.
   
11. Enter the fields related details. You can set the following field specifications:
    
1. Make the field mandatory
   
2. Enable data encryption to mask the data in the field
   
3. Mark the field as PII/ePHI to denote that the information in that field is personally identifiable information or electronic protected health information.
12. Click the Save button after adding all the required fields. The layout is saved and ready to be associated with your projects.
    
1. Lookup custom fields created in project layouts can only look up data within Project module.
   

Associate projects with layout

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Layouts and Fields section under Customization.
   
3. Select Projects.
   
4. Click the Associate button in the layout card.
   
5. Select the projects that need to be associated.
   
1. You can select up to 25 projects at a time.
   
6. Click the Associate button. The layout is applied to those projects.

1. You can also associate projects while creating the layout. Click the Associate button instead of the Save button. The layout is applied to the projects and saved simultaneously.
   
2. You can change the project layout in the project details page. Navigate to the details page and select a different layout.
   
3. Profiles can be associated while creating project layouts. Only users with those profiles can create/update project with that layout.
   

Edit custom layout fields

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Layouts and Fields section under Customization.
   
3. Select Projects.
   
4. Click the required layout on the listing page. The layout edit window will appear.
   
5. Make required changes.
   
6. Click the Save button to save changes or the Associate button to apply the updated layout to projects.

Edit custom layout details

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Layouts and Fields section under Customization.
   
3. Select Projects.
   
4. Click the required layout on the listing page. The layout edit window will appear.
   
5. Click the Edit link at the top. The layout details window will appear.
   
6. Make required changes.
   
7. Click the Update button to save changes.

Delete custom layout

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Layouts and Fields section under Customization.
   
3. Select Projects.
   
4. Click the required layout on the listing page. The layout edit window will appear.
   
5. Click the Delete link at the top. You will be requested to reassign the projects associated with the layout to another layout.
   
6. Select another layout for the projects.
   
7. Click the Reassign and Delete button. The layout will be deleted and the projects will be reassigned to the other layout.
   

If no projects are associated with the layout, you can directly delete the layout.