Customizing Your Workspace

The Workstream workspace is made up of several panes that can be moved, hidden, or even floated to another screen. You can adjust the layout to fit your workflow. Any changes you make to your workspace are saved for the next time you log in to the program.

Tip:To return to the default layout, click Reset Panes in the Show/Hide Panes group on the Views ribbon.

Available Window Panes

The main pane in Workstream is the Views pane. This pane displays a grid listing the projects that are selected as part of the currently selected view. You can have multiple views open at one time in different tabs. For more information on views, see Using Views.

The other panes that can be displayed are listed in the Show/Hide Panes group on the Views ribbon. To add one of these panes to your workspace, select the check box for that pane on the ribbon. To remove a pane from your workspace, clear the check box for that pane.

Note: With the exception of the Navigation pane, you must have a view open before you can add a pane to your workspace. Some panes are only available for certain view types.

The following panes are available in Workstream.

Window Pane	Description
Navigation	Contains links to the various views available for each area. It is open by default. Double-click a view in this pane to open it in the Views pane.
Group Selection	Allows you to specify how you would like to group the results in the currently active Project view. To group the information in a view, select an option from the Group list, and then click Apply. To restore the sorting and grouping selections to the default view settings, click Resetand then Apply. Note: This option is not available for Form or Workstep views.
Filters	Allows you to specify the filters that are applied to the currently active view. For more information, see Using View Filters.
Project Notes	Displays the notes for a selected project when you are in a project or form view. For more information, see Managing Project Notes Using the Notes Pane.
Columns	Allows you to select the columns to display in the view and the way that the information is displayed. For more information, see Using the Columns Pane. Once you have added columns to your view, you can reorder the columns. Select a column header and drag it horizontally until a blue line displays between two column headers. The blue line indicates the header can be dropped into a new location. You can select up to ten client responsible staff, roles, milestone dates, or custom fields to display as columns. Note: All fields that are filterable for a view can be used as a column.
More Information	This pane displays additional information about an item selected in a view.

Changing the Layout of Panes

Use the toolbar at the top of each to customize your layout. The pane toolbar consists of the following tools:

Component		Description
Context menu	Floating	Select this option to "float" the pane to any location on your monitor, or even on a second monitor. You must change a floating pane back to a dockable pane before it can be docked anywhere. See Dockable, below, for more information. Tip: You can also click the pane header and drag the pane to another location to make it a floating window.
	Dockable	Select this option to dock the pane using one of the docking tools. You must select this option for a floating pane before you can dock it. See Docking Window Panes below for more information.
	Auto Hide	Select this option to collapse the pane. When you hover over the collapsed pane title, it will re-open to the previous size until you move your cursor off of the pane. Then, it will automatically collapse.
	Hide	Select this option to collapse the pane. Click the pane title to reopen.
Auto Hide	Select this option to make the window pane hidden, or pinned, to the edge of the program window. However, you can still see the title of the window pane along the edge of the program window. When you hover over the title, the window pane temporarily displays again until you move the mouse off the window pane. Click the button again to unpin the window pane.
Close	Select this option to close the pane. If you need to reopen the pane, select the pane from the Panes group on the Home tab of the ribbon.

Docking Window Panes

Docking a window pane means you can attach it to a particular location in the program window. To dock a window pane, do the following:

On the pane, select Dockable from the pane's context menu.
Move the window pane by clicking in the title bar of the window pane.
Drag the pane to the location where you want to dock it, and drop it onto one of the docking controls that appear in the interface. As you drag the pane to a docking control, the portion of the window that the pane will be docked in is highlighted.

Note: You can dock a pane anywhere on any monitor.

Explain the docking controls.

Component	Description
Center docking control	Drag the pane to the center of the main docking control to dock the pane in the View pane.
Side docking controls	Drag the pane to one of the four docking controls with an arrow to dock the pane to one of these locations in the View pane. Show me examples. Left docking control: Top or bottom docking control:
Left/Right and Top/Bottom docking controls	Drag the pane to one of these docking controls to dock the pane to that side of the screen. Note: If the pane cannot be docked in that location, you will see an error when you hover over the docking control. For example, you cannot dock a vertical pane, such as the navigation panel, to the top of the screen.

Component

Description

Center docking control

Drag the pane to the center of the main docking control to dock the pane in the View pane.

Side docking controls

Drag the pane to one of the four docking controls with an arrow to dock the pane to one of these locations in the View pane. Show me examples.

Left/Right and Top/Bottom docking controls

Drag the pane to one of these docking controls to dock the pane to that side of the screen.

Note: If the pane cannot be docked in that location, you will see an error when you hover over the docking control. For example, you cannot dock a vertical pane, such as the navigation panel, to the top of the screen.