How to Create, Save, and Export Workspace Layouts

By XER Reader Team • September 12, 2026 • 1 min read
How to Create, Save, and Export Workspace Layouts

Layouts save your visible columns, sorting rules, group banding, and Gantt settings so you can switch views or share configurations with teammates.

Steps to Manage Layouts

  1. Select the Tools tab in the ribbon and click Layout.

    Layout Manager dialog in XER Reader
  2. Click Save Layout As... to save your current screen layout with a custom name.

  3. To apply a saved layout, select it from the list and click Open.

  4. Use Export to save the layout as an external file to share with team members.

Layout Actions

Button Action
Open Applies the selected layout to the active schedule view.
Save Overwrites the active layout with current screen adjustments.
Export Saves layout settings into an exportable file for team sharing.
Delete Removes an obsolete custom layout from your library.
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