Platform Customization
Contents
Custom Layouts
Create Custom Layouts
You can rearrange the platform's components on your workspace by clicking and dragging the component's header to other areas of your layout or adding it as a tab. Upon clicking and dragging the component, a yellow arrow key tool will appear to guide the placement.
Adding new component(s)
Once you’ve adjusted the layout to your preference, "draft" will appear next to your layout name. To save the changes made to your selected layout, click the ‘Save Layout’ button in the upper right-hand corner.
To save the changes made to your layout as a new layout option, click the "Save as New Layout" button in the upper right-hand corner and create a Layout Name.
Multiple windows
You can pop out multiple windows by clicking the double-square button in the top-right corner. Once a new window/tab opens in your browser, you can maximize individual components (e.g. Chart, DOM, Quotes, etc.) by clicking the square on the top-right corner of the section. There is no limit to the number of windows you can have open at a time.
Note: due to exchange regulations, you can only have ProjectX open on one device / browser instance at a time. This means if you have it open on a PC, you cannot have it open on your phone. You also cannot have it open on multiple PC's at the same time nor can you have it open on Google Chrome and Microsoft Edge at the same time.However, having multiple 'window tabs' open on a single device (browser) is permitted.
Reset layout
You can reset your layout to the default settings by clicking the "Reset Layout" button in the upper right-hand corner. Clicking "Reset Layout" will return the layout to the default settings.
Delete saved layout
You can delete a saved layout by first selecting the layout name in the drop-down that you want to delete. After selecting the layout, click the "Delete Layout" button in the upper right-hand corner.
Linking Components
Linking components provides the ability for you to have multiple components all 'linked' to a common symbol; so that when you change your selected symbol in one component (the order ticket for example), the Chart, DOM and Order Ticket all update automatically.
Create color link (components)
To create a color link with a component, simply click the color link symbol next to each component header. In this example, we are linking our Time and Sales component to the color blue:
Linking component
This component is now sharing the blue link.
Create color link (chart)
To add a color link to a chart, the process is slightly different than adding a link to a component. Color links in ProjectX charts are done via a special 'indicator', called "Link".To add a color link to a chart simple highlight the chart in question (by clicking it), and then clicking 'Add chart Link' in the top tool bar. Once the you click this, it will add the Link indicator to the chart. Simply expand the indicator list, find the Link and edit the settings to give it the color of your liking:
Adding Color Link to Chart
Note: If you do not see a Link indicator on your chart, make sure and expand the indicator list:
Now that you have component(s) sharing the common Blue color, any time a symbol change is made to one component with that color, all other components will update to show that symbol!
Favoriting Contracts
For quick access to frequently traded contracts, you can favorite the symbol in the contract drop-down. To do this, just click on the star icon located next to the symbol.
Favoriting Contracts
Upon favoriting, the contract will automatically move to the top of the contract list in all components.