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Understanding Default Layouts

The default layout is the arrangement of your Global Navigation areas and of all the tabs, views, groupings and filters before you or the system administrator make any modifications to it. 

Your default layout depends on your access level. Some users might not see certain areas in the Global Navigation Bar or certain tabs within those areas, depending on the access level that is assigned to them. 

The default layout of each user can be modified by assigning the user a layout template. For more information about modifying the layout of a user using layout templates, see "Customizing the Default Layout by Using a Layout Template."

You can also change your own layout by editing your user profile. For more information about editing your user profile preferences, see "Customizing the Default Layout by Editing User Profiles."

Understanding Default Layouts for Each Access Level

The areas in the Global Navigation Bar are where all the functionality in Workfront resides. By default, you can see only the areas that allow you to work within the limitations of your access level.

The functionality within the main areas on the Global Navigation Bar is displayed on multiple tabs. By default, you can only see the tabs that allow you to work within the limitations of your access level.

The following are the areas in the Global Navigation Bar:

  • My Work (renamed to My Updates for users with a Reviewer license)
  • Projects
  • Reporting
  • People (renamed to Teams for users with a Worker license)
  • Requests
  • Timesheet
  • Documents
  • Setup

Only the system administrator has full access to all the functionality under the Setup area. Users with a Plan license have access to limited functionality under the Setup area.

The following table shows what tabs are displayed for each access level, by default. The default landing tab for each access level is also indicated:  

 

License Types

Area Tabs

System Administrator

 

Plan

 

Work Reviewer Requestor External User
My Work (Renamed to My Updates for users with a Reviewer license)    Recent Updates  ✔     
(Default Landing Tab)

(Default Landing Tab)
   
Working On          
Work Requests          
Approvals           
Projects  Projects  
(Default Landing Tab)
 
(Default Landing Tab)
       
Portfolios            
Reporting   Reports            

Dashboards

           
Calendars          
People (renamed to Teams for users with a Work license)    Teams     ✔       
People            
Legacy Resource Planning ✔            
Planning            
Scheduling            
Requests   New Request                
Requests I've Submitted             
(Default Landing Tab)
  
(Default Landing Tab) 
All Requests               
Timesheet   My Timesheets           
Timesheets I Approve          
All Timesheets          
Documents                
Setup     Limited Functionality        

Customizing the Default Layout 

Customizing the Default Layout by Editing User Profiles

You can edit the Preferences section of your user profile and add areas to your Global Navigation Bar that might not come with the default layout.

Users with a Requestor license do not have any other tabs available to add to their Global Navigation Bar, outside of the Requests area. As a system administrator, you can assign users with a Requestor license to a layout template which includes all the other areas in the Global Navigation Bar. After that, they can select the areas to display in their Global Navigation Bar by editing their user profile. 

For more information about editing your user profile preferences, see the  "Preferences" section in "Configuring My Settings."

For more information about managing profiles of other users, see "Editing User Accounts."

Customizing the Default Layout by Using a Layout Template

As a system administrator, you can modify the layouts for any user by using layout templates. For more information about how to create and assign layout templates to users, see "Creating and Managing Layout Templates."