Pin pages using a layout template

  1. Begin working on a layout template, as described in Create and manage layout templates.

  2. Under Top navigation area, click Add new pin.

  3. In the drop-down menu that appears, do either of the following:

    • Select from the following areas:

      • Analytics
      • Calendars
      • Dashboards
      • Documents
      • Goals
      • Home
      • My Updates
      • Portfolios
      • Programs
      • Projects
      • Reports
      • Requests
      • Resourcing
      • Scenarios
      • Teams
      • Templates
      • Timesheets
      • Users
      • Blueprints
      • Planning
      IMPORTANT
      To view the Goals, Scenarios, and Planning areas requires additional licenses.
    • Click Add a Dashboard

      • Type a descriptive name in the Custom name field
      • Select a dashboard in the Add a dashboard field
      • Click Add.
  4. Repeat the previous step to pin any other pages.

  5. (Optional) To move a pin, hover over the pin and click the More menu icon More icon next to the pin name, then click Move left or Move right to shift the pin in the chosen direction or click Move to front to shift the pin to the leftmost position.

  6. (Optional) To rename a pin, hover over the pin and click the More menu icon More icon next to the pin name, then click Rename pin. Enter a new name, then click Save.

  7. (Optional) To delete a pin, hover over the pin and click the More menu icon More icon next to the pin name, then click Remove pin.

  8. Continue customizing the layout template.

    Or

    If you are finished customizing, click Save.

    TIP
    You can click Save at any time to save your progress, then continue to modify the template later.
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