System Roles

Administrator

Process Designer

System Parameters

Enable Quick Grid Protected Mode

Designing Standard Grids

Note:  Users with the user roles listed to the right must also have the Template Access user role.

Add and configure one or more grids that combined make up a quick grid when added to a deliverable or activity. Add multiple grids and matrix grids to a single quick grid. Standard grids are built on a cell-by-cell basis and do not reference a matrix.

To create a new quick grid or to copy an existing grid, see Creating Quick Grids.

To design a standard grid:

  1. From the System menu, select Page Design > Quick Grids.
  1. Create a new quick grid or open an existing quick grid.
  2. Click the Drag to Design tab in the left panel of the Quick Grid Design dialog box.
  3. Drag and drop [Grid] Add Grid Icon in the canvas.
  4. Complete all required fields in the pop up dialog to set the initial grid design:
  • Name - Enter the text that displays in the title bar when the quick grid displays in a deliverable or activity. The title should provide enough information so deliverable and activity owners can identify the grid.
  • Rows - Enter the initial number of rows in the grid
  • Columns - Enter the initial number of columns in the grid.
  1. Click OK to set the initial grid design.
  2. (Optional) Drag and drop additional quick grids from the Drag to Design tab onto the center canvas. Drag existing grids around the canvas to sort.
  3. Click Save in the lower right corner of the page to save changes, Save and Close to save the configuration and close the editor, or Cancel to close the editor without saving changes.
  4. Continue with any of the following to complete your grid design.

Notes:   

  • To delete a quick grid, click Grey Delete Icon in the Delete column. The grid is removed from any process model and any deliverable or activity that uses the grid within a project.
  • The Enable Quick Grids Protected Mode parameter turns on and off grid protection. To modify a protected grid, an Administrator must set the parameter to 0.
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