AdaptiveWork Admin users can add or remove modules to the system in general and to the Navigation Panel display.

The setting can be applied globally across the entire organization or specifically applied to specific profiles.

You also have the ability to configure the order of appearance on the panel.

Certain item type layouts can be enabled or disabled across the organization, when defined in the Master Profile, or for specific profiles.

The following item types have this feature:

• Cases in general or individual cases
  • bugs
  • Issues
  • Requests
  • Risks
• Customer (activates/deactivates Contact person as well)
• Expense Sheet (activates/deactivates Expenses in general as well)
• Timesheets

The Field Set allows you to determine exactly what fields are available for each item type to users associated to a given profile or across the organization if done on the Master Profile.

The field set availability can be defined in the following item types:

• Milestones, Projects and tasks (under Work Item)
• Bugs, Issues, Requests, and Risks (under Cases)
• Notes and V5 Posts (under Collaboration Items)
• Contact person and Customer
• Post and Reply (under Discussion Message)
• Expense and Expense Sheet
• Files
• Discussion and User Groups
• Job Title, Skills, and Users
• Timesheets
• Topics

To Define field set availability:

The Related Items allows you to determine exactly what relations are visible to users associated to a given profile or across the organization if done on the Master Profile as well as the i tem 's default order for relevant i tem types.
Related items that are not selected cannot be added or seen within the AdaptiveWork user interface.

The relation availability can be defined in the following item types:

• Work Item including all subsets (Milestones, Projects, and Tasks)
• Cases including all subsets (bugs, Issues, Requests, and Risks)

• Contact person and Customer
• Expense and Expense Sheet
• Files
• Discussion and User Groups
• Job Title, Skills, and Users
• Topics

The Actions section allows you to determine what actions will be available in the ribbon, contextual menu, and bubble popup for users associated to a given profile.
Tip:

Removing an action from all locations will effectively render the action unavailable. Due to this fact actions can only be defined for specific profiles and not across the entire organization from the Master Profile.

• Work Item including all subsets (Milestones, Projects, and Tasks)
• Cases including all subsets (Bugs, Issues, Requests, and Risks)
• Contact person and Customer
• Expense and Expense Sheet
• Files
• Discussion and User Groups
• Job Title, Skills, and Users
• Licenses
• Timesheets
• Topics
• Organization

1. Access the Profiles tab.
   The Profiles setting window opens.
2. Select a specific Profile to edit
3. From the Module tree hierarchy (left pane) select one of the above item types/Modules
4. In the module setting pane (right pane) open the Actions Section
5. Perform the following for each of the available button locations:
   1. Click adjacent to the button location i.e. Ribbon, Contextual Menu, bubble popup, etc.
      

      Note:

      Timesheet as an example for multiple actions settings

      
      
      

      Note:

      Organization actions settings as an example for a single option definition

      
      The Action setting window opens.
      The available action depend on the item type and button location selected.
      The following image is an example.
      
   2. Remove actions by clicking the X that appears when you hover over an action.
      Add actions from the list in the available action pane
      You can add or remove entire sections using the X adjacent to the action title

      Note:

      Removing actions from all locations will turn the action off entirely

   3. Click to save the changes and return to the previous window
      Click to save the changes keeping the window open
      Click to save the changes on a different profile, the Select profile window opens
      
6. Repeat the process for all relevant locations

The Field Layout allows you to define how Property Cards Page Layout and Add/Edit modes of items are displayed to users associated to a specific profile, or across the organization if done on the Master Profile.

Define, organize, and group an item type 's visible fields. Configure optional and required fields for the Add mode and/or Edit mode.

Field Layout definitions is available for the following item types:

• Milestones, Projects and tasks (under Work Item)
• Bugs, Issues, Requests, and Risks (under Cases)
• Contact person and Customer
• Expense and Expense Sheet
• Files
• Discussion and User Groups
• Job Title, Skills, and Users
• Organization
• Timesheets – Add/Edit Mode card only
• Topics

Set the default and associate views for both the module and item detail pages for the entire organization under Master and for each individual profile.

The default views are used as defaults for first-time users, as well as the default views used when creating a new view.

Module view default relations, representation and columns are also used for the Quick Peek .

Default views are available for the following modules and item types:

• Work Item including all subsets (Milestones, Projects, and Tasks)
• Cases including all subsets (bugs, Issues, Requests, and Risks)
• Contact person and Customer
• Expense and Expense Sheet
• Files
• Discussion and User Groups
• Job Title, Skills, and Users
• Licenses
• Timesheets
• Topics

To customize an item type's default view:

1. Access the Profiles tab.
2. The Profiles setting window opens.
3. Select either the Master or a specific Profile to edit
4. From the Module tree hierarchy (left-hand pane) select one of the above item types
5. In the module setting pane (right pane) open the Default Views section
   
6. From the drop down menu select a default view for the Module default view
7. From the drop down menu select a default view for the Item detail default view
8. For your convenience you can access the view settings by clicking
   Note:
   

   A special case is the discussion group where you can also create new Item detail views.

   Discussion item detail view creation can only be done by an admin from the profiles

   
   
   
9. If editing a specific profile (Not Master ), click to define the view sharing for the various views associated with the profile
   The View permissions window opens
   
10. For each of the available views activate/deactivate the All and/or profile sharing
11. Under Sharing select a view to define the sharing level for each of the selected entities
    
12. Click to open the Share With multi-find window
    
13. Select users, groups or virtual groups to add (or remove), use the search field to quickly locate the desired views
    

    'Click and drag' is supported.

14. Click the and controls to add or remove views
    

    Tip:
    Double-clicking to add or remove list items is supported.

15. In the right-pane, select views to edit the order of appearance
16. Use the controls to edit the order of appearance
17. Click to close the Share With multi-find window
    Once associated to the profile, all members of the profile will gain the "Viewer" role on the selected view(s)
18. Click to save the view sharing settings

Set the default columns for Global Search results, as well as the default columns and filters for the item type find windows.

Search default settings are available for all of the item types with the exclusion of Posts, Replies, Organization, and Timesheets

Define the Work Item’s Resource Calendar columns either the entire organization using Master or for specific profiles.

To customize a work item's Calendar columns:

1. Access the Profiles tab
2. The Profiles setting window opens
3. Select either the Master or a specific Profile to edit
4. From the Module tree hierarchy (left-hand pane) select the Work Item module
5. In the module setting pane (right pane) open the Calendar Columns section
   
6. Click for Resource Calendar options
7. The relevant multi-find window opens.​
   The Available (right-hand) pane lists the available relevant columns
   The Resource calendar columns already available for work items are listed in the right-hand panes
   
8. Select columns to add (or remove)
9. Click the and controls to add or remove columns
10. Define the column Format
11. Select columns to edit the order of appearance
12. Click the controls to edit columns appearance order
13. Click

The work item Resource Calendar columns are customized

AdaptiveWork offers organizations the ability to customize the applications CSS (style sheet) to suit their organizations need.

Custom CSS allows you to have custom colors, fonts, icons and even backgrounds and can be applied across the entire organization using Base or for specific Profiles .

Below are detailed instructions on how to access the Custom CSS field and some examples of how you can update your organizations fonts, colors, and background.

• Adding CSS to Layout
• Profile specific CSS
• CSS Examples