Configuring project grid columns

You use the Choose Project Grid Columns page to specify which fields should be displayed as columns on the Projects page - the page that displays a list of your projects - and on the Portfolio Overview page - the page that displays projects and programmes as a bar chart. The fields appear in the order in which they are selected on this page. For some fields, you can specify the programme type from which the information is taken. For example, if you have two programme types - 'Contract' and 'Delivery' - you can choose to display start and finish dates for each project taken from the 'Contract' programme or from the 'Delivery' programme. For other fields, you cannot specify the programme type, as the information is taken from the project itself, or from the earliest of a project's programmes, regardless of its programme type.

The list of fields from which you can choose comprises the fields from the Business Intelligence schema and any project-level user-defined fields that have been set up.

To access the Choose Project Grid Columns page from the Powerproject Vision Home page, click Admin then click Project Grid Columns.

To specify which fields you want to appear as columns on the Projects and Portfolio Overview pages:

  1. In the first column of a row, select the field that you want to display.
  2. In the second column of the row, select the programme type from which you want the information in the field to be taken. For example, if you have two programme types - 'Contract' and 'Delivery' - you can choose to display information taken from the 'Contract' programme or from the 'Delivery' programme.

    You cannot specify the programme type for some fields, as the information is taken from the project itself, or from the earliest of a project's programmes, regardless of its programme type.

    If a programme of the selected type has not been created for a project, the column will appear blank for that project on the Projects and Portfolio Overview pages.
  3. In the third column of the row, enter a descriptive name for the field. This name will appear as the title of the corresponding column on the Projects and Portfolio Overview pages.
  4. Click Save to save your settings and return to the Admin page.

Related Topics:

Working with projects and programmes

Viewing your portfolio as a bar chart

Configuring programme types

Working with user-defined fields