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Customize the Main Menu using a layout template

Last update: Tue Oct 22 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

As an ÃÛ¶¹ÊÓƵ Workfront administrator or a group administrator, you can use a layout template to configure the options users see when they open the Main Menu in Workfront.

Main Menu options

NOTE
The Main Menu options that users see depend on their license type and what settings are configured in their access level. Some users who will use this layout template may not see all the options you choose here. For more information see How access levels and permissions work together and Configurable access to functionality for each object type.
You might see different options in the Main Menu if your organization has been onboarded on the ÃÛ¶¹ÊÓƵ Workfront Unified Experience. For information, see ÃÛ¶¹ÊÓƵ Unified Experience for Workfront.

For information about creating layout templates, see Create and manage layout templates.

For information about layout templates for groups, see Create and modify a group’s layout templates.

After configuring a layout template, you must assign it to users for changes you made to be visible to others. For information about assigning a layout template to users, see Assign users to a layout template.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license*

Current: Plan

Or

New: Standard
Access level configuration

To perform these steps at the system level, you need the System Administrator access level.

To perform them for a group, you must be a manager of that group.

*For more information about access requirements, see Access requirements in Workfront documentation.

Customize the Main Menu

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

  2. Click Set Main Menu in the upper-right corner of the template.

    The Main Menu box opens and you can see the areas that currently display in the Main Menu for the template, as well as the items that are available to add. The following are all the possible items that you can add:

    • Home

      note tip
      TIP
      By default, the Home icon in the Main Menu displays the My Updates area for Review-license users (in the current license plan), unless they have a layout template associated with their profile that includes the My Updates area in the Main Menu, in addition to the Home area.

    • Portfolios

    • Programs

    • Projects

    • Reports

    • Dashboards

    • Calendars

    • Resourcing

    • Scenarios

      note note
      NOTE
      The Scenario Planner requires an additional license. For information about the Workfront Scenario Planner, see The Scenario Planner overview.

    • Teams

    • Users

      note note
      NOTE
      Only users with a Plan license (in the current license model), or the users with a Standard license (in the new license model) can see the Users area in the Main Menu.

    • Requests

    • Timesheets

    • Documents

    • Templates

    • Analytics

    • Proofing

    • Goals

      note note
      NOTE
      Goals require an additional license. For information about Workfront Goals, see ÃÛ¶¹ÊÓƵ Workfront Goals overview.

    • My Updates

    • Boards

    • Blueprints

    • Planning

      note note
      NOTE
      Planning requires an additional license. For information about Workfront Planning, see ÃÛ¶¹ÊÓƵ Workfront Planning overview

  3. Do any of the following:

    • Hide Active items that you don’t want to display
    • Show Available items that you do want to display on the Main Menu.
    • Drag Active items to change their display order on the Main Menu.

  4. Click Done.

    You can also click Cancel at any time if you want to discard your changes.

  5. Continue customizing the layout template.

    Or

    If you are finished customizing, click Save.

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

For more information about layout templates, see Create and manage layout templates.

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