ClientPortal
Client Portal: Environment
Workspaces
Posted by Natalia Koval on 27 September 2013 01:46 PM

A workspace is a particular configuration of panels, toolbars, charts and/or table layouts that makes up trading environment. Protrader for Desktop provides a predefined default workspace and allows to create not more than 20 custom workspaces either by modifying the default settings or by creating a new workspace from scratch. Custom workspaces can be saved as .wrk files and reopened whenever required.

Default workspaces

Protrader for Desktop will automatically load the default workspace upon startup. Default workspaces are located in the Protrader installation directory \DefaultWorkspaces\
Click Environment ->Workspaces to see all available default workspaces.

After making changes to a workspace, it becomes a custom workspace. Custom workspaces will automatically ask to save changes when closing Protrader Desktop. You can save it to the server or locally to your computer. If saved on the server side, the custom workspace will not need to be migrated if you switch to a new computer. 

Note: Brokers sometimes forbid saving workspaces on their servers. In this case Content manager window will not be available in the Context menu.

Keeping multiple workspaces open

During session, several workspaces can be loaded and kept open simultaneously. All opened workspaces are shown in the bottom of panel. User can switch between the open workspaces by toggling the tabs. 

workspace

Getting a Blank Workspace

New blank (no panels) Workspace can be created by three ways: through Environment menu, through Context menu of Workspace manager or by clicking on plus.

Context Menu

Right clicking on the tabs of opened workspaces allows opening Context menu of Workspace manager.

context

  • New workspace– allows creating blank workspace, also available in Environment menu.
  • Load workspace – allows loading workspace from .wrk file, also available in Environment menu.
  • Save workspace, Save workspace as… - allows saving current workspace, also available in Environment menu.
  • Close workspace – allows closing workspace. Also button close can be used for this.
  • Clone – allows creating the same workspace as current.
  • Close all but this – allows closing all workspaces except current.
  • Rename – allows changing title of current workspace.
  • Lock – if active, no changes can be done in current workspace. Also button lock can be used for this.

Closing Protrader for Desktop

It is not needed to save changes when close the application, because workspaces are saved automatically. But on closing a warning message will appear. It is possible to uncheck the Show Next Time box and message won’t appear again.

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