Personalization

Custom Layouts & Filters

Create custom views with flexible layouts and powerful filters. Save and reuse your preferred configurations for faster analysis.

Custom Layouts — Personalized Schedule Views

Tailor Your Schedule Views to Your Workflow

Every project controls professional has their own way of analyzing schedules. A scheduler reviewing logic might want to see predecessor and successor columns prominently displayed. A project manager reviewing progress might want completion percentages and milestone dates front and center. A cost engineer might need budget columns and earned value metrics visible. A one-size-fits-all layout forces users to scroll horizontally through irrelevant columns or manually rearrange their view every time they open the tool. Float Master's Custom Layouts and Filters eliminate this friction entirely.

With Custom Layouts, you define exactly which columns appear in your schedule view, in what order, and at what width. Choose from dozens of available data fields — activity ID, name, dates, durations, float values, resource assignments, cost data, user-defined fields, and more — and arrange them in the configuration that best supports your analysis workflow. Once configured, save the layout with a descriptive name and switch between saved layouts instantly. Different tasks get different views, and you never waste time reconfiguring your workspace.

Powerful Activity Filtering

Large construction schedules can contain thousands or tens of thousands of activities. Analyzing the entire schedule at once is often impractical — you need to focus on specific subsets of activities relevant to your current task. Float Master's filtering system lets you narrow the displayed activities using any combination of criteria. Filter by WBS element to see only structural work. Filter by date range to see activities scheduled for next month. Filter by float value to see only critical and near-critical activities. Filter by resource to see only activities assigned to a specific trade.

Filters can be combined using AND/OR logic to create sophisticated selection criteria. For example, you might filter for "critical path activities in WBS area 3 that start within the next 30 days" — a compound filter that instantly narrows a 10,000-activity schedule to the handful of tasks that need immediate attention. Float Master evaluates these filters in real time, updating the displayed activities as you adjust criteria. The filter interface uses a visual builder that makes complex filter logic accessible without requiring knowledge of query syntax.

Grouping and Sorting Options

Beyond column selection and filtering, Custom Layouts include grouping and sorting configurations. Group activities by WBS to see the project organized by work breakdown structure. Group by responsibility code to see activities organized by the team or subcontractor responsible for each one. Group by activity status to separate completed, in-progress, and not-started activities. Multi-level grouping is supported — for example, group first by WBS, then within each WBS group, sort by early start date.

Sorting options allow you to arrange activities within groups by any column — alphabetically by name, chronologically by date, numerically by float value, or by any other data field. Ascending and descending sort orders are supported, and multi-column sorting lets you define primary, secondary, and tertiary sort keys. These grouping and sorting configurations are saved as part of the layout, so your preferred organization is restored every time you load the layout.

Saved Configurations and Team Sharing

Float Master stores your custom layouts and filter configurations in your user profile, making them available across all your projects. Create a "Critical Path Review" layout once, and use it on every project you analyze. Create a "Monthly Progress Report" filter once, and apply it to any schedule update. This reusability saves significant time for professionals who perform the same types of analysis across multiple projects.

Layouts and filters can also be shared with team members. If a senior scheduler creates an effective layout for DCMA assessment review, they can share it with the entire team so everyone uses the same standardized view. This promotes consistency in analysis approaches and ensures that team members are looking at the same data in the same way during collaborative reviews. Shared layouts can be designated as team defaults that are automatically applied when team members open a project for the first time.

How It Works

Customize your views in three steps.

1

Configure Columns

Select which data fields to display, arrange column order, and set column widths to match your workflow.

2

Set Filters & Groups

Define filter criteria to focus on relevant activities and set grouping/sorting preferences.

3

Save & Reuse

Save your configuration as a named layout and switch between saved layouts instantly across all projects.

Frequently Asked Questions

There is no limit to the number of custom layouts you can save. Create as many as you need for different analysis tasks — critical path review, progress reporting, cost analysis, logic review, and any other workflow you perform regularly.
Yes. Custom layouts can be shared with team members and designated as team defaults. This ensures consistency across your organization and saves time for new team members who can start with proven layout configurations rather than building their own from scratch.
Yes. You can filter on any data field available in the schedule — dates, durations, float values, WBS codes, activity codes, resource assignments, cost data, status, constraints, and user-defined fields. Filters support text matching, numeric ranges, date ranges, and list selection.
Yes. Saved layouts are stored in your user profile and can be applied to any project. Column configurations and filter logic are portable across schedules, though filters referencing specific values (like a particular WBS code) may need adjustment for different projects.

Work Your Way, Every Time

Create custom layouts that match your workflow and save hours of configuration time.