Home Layout enables you to create role-based landing pages within an item. You can configure different layouts for different roles so that users see the sheets and information that are most relevant to their responsibilities when they open the item.
A Home Layout can include sections, images, a Hero Banner, and available sheet cards. You can customize the content, layout, visibility, and priority of each Home Layout.
Organizations often have multiple teams working within the same item, but each team requires access to different information.
For example, project managers may need visibility into planning activities, business analysts may focus on forecasts and reporting, and QA teams may need quick access to testing and defect-related information. Showing all available sheets to every user can make it difficult to find relevant information.
With Home Layout, you can create dedicated landing pages for different roles, ensuring that users see only the most relevant content for their day-to-day activities.
A Home Layout is a customized landing page that determines the content users see when they select Home in the Explorer.
A Home Layout can contain:
Home Layouts are associated with roles. You can create separate layouts for different roles and customize the content displayed to users assigned to those roles.
Item Baseline is the default system role. Users who aren't assigned to a specific role see the Home Layout configured for the Item Baseline role.
Users can be assigned to multiple roles. When a user has access to multiple role-based Home Layouts, the layout with the highest priority is displayed.
You can reorder layouts in the Layouts pane to change their priority.
Home Layout respects the Role Security settings configured for a role. Role Security determines which sheets are available to that role, while Home Layout determines how those available sheets are presented.
If a sheet is hidden for a role through Role Security:
Role Security settings take precedence over Home Layout settings.
Before creating a Home Layout, make sure the required role exists. You can use an existing role or create a new role while creating the layout.
To create a Home Layout:
Select Home Layout.
Select an existing role or create a new role. For more information, see create a new role.
The Home Layout is created and associated with the selected role.
After you create a Home Layout, the layout configuration window opens. A new layout contains the following elements by default:
You can customize these elements or add additional content using the layout toolbar.
The Hero Banner provides a prominent area at the top of the Home Layout where you can display a title, description, and background image.
To customize the Hero Banner:
Select text to apply available formatting, such as font color or highlighting.
Hover over the Hero Banner and select the gripper icon, or right-click the block, to access additional options:
Delete to remove the Hero Banner.
If you delete the Hero Banner, you can add it again by selecting Hero Banner on the layout toolbar.
Sections provide flexible content blocks within the Home Layout. You can add a name and description to a section and use it to present information such as highlights, key metrics, or KPI-style content.
To configure a section:
To add another section, select New section on the layout toolbar. The new section is added to the bottom of the layout.
You can organize a section using the following options
Hover over the Section block and select the gripper icon, or right-click the block, to access additional options:
Delete to remove the section.
Hover over the block and then drag the resize handle at the bottom-right corner to adjust the section size.
The Available Sheets block displays sheets that are available to the role in the Home Layout.
To configure the Available Sheets block:
Use Layout to display the available sheets in three or four columns.
Use Show Sheets to show or hide the sheets within the Available Sheets block.
If you delete the Available Sheets block, you can add it again by selecting List of Available Sheets on the layout toolbar.
Use the search box to quickly find a sheet when the item contains a large number of sheets.
You can add images to provide additional visual context or branding within a Home Layout.
To add an image:
Select the image block and upload an image.
After adding an image, hover over the image block and select the gripper icon, or right-click the block, to access the available options:
Delete to remove the image.
To resize the image block, hover over the image block and drag the resize handle at the bottom-right corner of the block.
Use the Undo and Redo icons on the layout toolbar to undo or redo changes made while configuring the Home Layout.
Use Preview on the layout toolbar to review the Home Layout before saving it. Previewing the layout helps you verify the arrangement of sections, images, banners, and sheet cards from a user's perspective.
After reviewing the layout in preview mode, select Close preview to return to the configuration view. Then select Save to save the layout.
After creating a Home Layout, you can update its content and configuration at any time.
To manage Home Layouts:
You can perform the following actions:
Use the Show toggle in the Layouts pane to control whether a layout is available to users.
When a layout is hidden:
This allows you to temporarily disable a layout without deleting its configuration.
To create another Home Layout:
In the Layouts pane, select Add Layout.
Users assigned to multiple roles see the Home Layout with the highest priority.
To change the priority:
The order of layouts determines their priority. In the following example, the Developer layout has the highest priority. If a user is assigned to the Developer, QA Engineer, and Business Analyst roles, the Developer Home Layout is displayed.
After a Home Layout is saved and made visible, users assigned to the corresponding role can access it from the item.
To view a Home Layout:
View the Home Layout configured for your role.
If a layout is configured for the Item Baseline role, users without a specific role assignment see that layout. Users assigned to multiple roles see the highest-priority visible layout available to them.
Consider an item used by multiple project teams. The item contains the following sheets:
You can create Home Layouts for different roles:
| Role | Sheets included in the Home Layout |
|---|---|
| QA Engineer | Test Execution Dashboard, Defect Analysis, Release Readiness |
| Developer | Resource Master, Sprint Planning, Defect Analysis |
| Business Analyst | Forecast Intelligence, Executive Summary |
| Item Baseline | Sprint Planning, Executive Summary |
In this configuration, when roles are assigned to corresponding team members:
QA Engineers see the QA-specific Home Layout.
Developers see the Developer-specific Home Layout.
Business Analysts see the Business Analyst Home Layout.
Users without a specific role assignment see the Item Baseline Home Layout.
This approach provides each team with quick access to the information most relevant to their responsibilities without requiring them to navigate through unrelated sheets.
