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When creating a Cartegraph One layout, you must understand these rules:
- New layouts are only visible on Cartegraph One after you sign out and sign back in. This is necessary to reset your view cache.
- All layout views are tied to a role. If a role is not tied to the layout, that user will not see the changes.
- You may not change the Cartegraph One default view. You may copy and edit that version as your own.
- Click >Layout Manager.
- Select the following from the menus near the top of the screen:
- Category>Work (or Assets)
- Type>Tasks (or Asset type)
- View Type>Cartegrap One Create View
- Enter your new view name and click Save.
- Click and drag new fields as needed from the left panel to the layout view or remove those that are not needed by clicking the x next to those fields.
- Click Save.
Assign to Role
- Click Role Administration.
- In the Role Administration dialog box, click the role to add to the new layout.
- Click Save.
View in Cartegraph One
- Open Cartegraph One on a smartphone or tablet.
- Sign out and sign in to clear the previous Resource view.
- Create a new Task or Asset.
The new custom fields display on the layout.