Have you tailored your screen layout specifically for your staff and jobs? Or are you still using the ‘off-the-shelf’ layout?
Take time to adjust your User Control Settings in Abtrac and make your daily data entry just that little bit simpler by adjusting the columns your office can see.
There are 3 areas for customisations you can do on your data grids in Abtrac. (Click the links below to go to the correct article.
User Control Settings: Office-wide changes to column widths, order, and column availability.
Grid Layout: Specific changes each user can make to change the widths and column order they can see.
Grid Height: Specific heights users can set to best match their screen or device.
User Control Settings
From Administration >> Settings >> User Control Settings you can control the column widths and fields in many of the common data entry screens. This option is only available to administrative users, and the changes made will determine the layout of pages for all users.
You can edit the position and width of all the available fields in the example below for Timesheets – Linear.
If your company doesn’t use a particular field, then simply set the width to equal zero to hide it. In the below example, the ‘Client’ field width is set to zero after clicking on the edit button.
Click save and then edit the Task Group, Task, Work Item and Activity fields one by one in a similar manner to get the desired look for the timesheet – linear screen.
You can review the changes you’ve made by going to the relevant page in Abtrac.
Taking some time to optimize the screen layouts for your requirements will save you time later on when entering your everyday data.
The grid layout setting allows users to save their preferred column widths and column order to the data grids. This setting also remembers your current sorting and filtering so every time you go back to that page, it will look the same. To activate this feature, simply click the ‘Apply’ button for the ‘Grid Layout’ above the grid you want to save.
To restore the grid to its original state click the ‘Reset’ button.
The Grid Layout option is available on many pages in Abtrac. This image shows it on the Search Screen.
The grid preferred height can be set for each user to match their screen size from seeing only 10 rows up to 50 rows. Once set, this will remember it for all data grids.
On the home page, click on the profile symbol >> click on the ‘Edit My Settings’ option, then set the grid depth to your preferred height.
Abtrac KB# 2100