PSA Layout Template Enhancements April 2026

Buried in the extremely large feature release last month, were a number of layout template enhancements which I wanted to call out for those of you who might have missed it. The LT enhancements are applicable to all contracts as far as I can tell.

https://video.tv.adobe.com/v/3483245/

Please watch the recording if you’re interested in the new LT functionality below.

-- Determine the options that appear in the More menu (proj, task, issue, portfolio, program)
-- Determine toolbar options (e.g. you can hide everything except Create Project from Template)
-- Customize header fields to include custom fields. (the 5 field limit remains unchanged)
-- Customize left nav bars for groups, teams, users, templates

Tagging in ​@user01245 for the 4th bullet point -- this might fix your issue more efficiently if you lock your casual requesters out of this section on their details page.