Add a custom column to the planning console

Define the columns that you want to make available in the project planning console, portfolio workbench, program workbench, and release management Gantt chart.

Before you begin

Role required: admin

Procedure

  1. Navigate to Project > Settings > Planning Console.
  2. Add a custom display column for planning console.
    1. In the Planning Console list, select a console to which you want to add the custom column.
      For example, select Project[pm_project] to add a column to the project planning console.
    2. To create a display column for the selected console, click New in the Planning Console Display Column related list.
    3. On the Planning Console Display Column form, fill in the fields.
      Table 1. Planning Console Display Column form
      Field Description
      Label Label for the column to be displayed in planning console.
      Type Data type of the column.
      JSON Column The JSON column name used internally by the Gantt chart when data is sent.
      Note: Leave blank. This field is auto-populated when you add a column for the display column in step 3.
      Order Position at which the column appears in the planning console.
      Include in Tooltip Option for the column to be shown in tooltip in timeline in the planning console.
      Width Default width of the column in planning console.
      Fire BR on Save Option if the business rules should be triggered when the column is modified in the planning console.
      Note: The field is not visible on the form by default. Configure the form to add this field.
      Trigger recalculation Option if the recalculation of date and duration should be triggered when the column is modified in the planning console.
      Note: The field is not visible on the form by default. Configure the form to add this field.
    4. Click Submit.
    The column is added in the Planning Console Display Column [pm_console_display_column] table.
  3. Map the planning console display column created in step 2 to a column in a table defined in Planning Console Table [pm_console_table].
    1. In the Planning Console Display Column related list, open the display column record.
    2. To create a record of actual column in the Planning Console Column [pm_console_column] table, click New in Planning Console Columns related list.
    3. On the Planning Console Column form, fill in the fields.
      Table 2. Planning Console Column form
      Field Description
      Display Column Display column created in the Planning Console Display Column [pm_console_display_column] table.
      Console Table Console table to be mapped to the display column.
      Table Actual table from where the data is pulled in the display column. The field is auto-populated when you select a Console Table.

      For example, select a table from [pm_project] or [pm_project_task] for a display column added in the Project planning console Project [pm_project].

      Column Actual column in the Table from where data comes for the display column.
      Editable Check box to make the column editable in the planning console.
    4. Click Submit.

Result

The display column appears in the column filter list () in planning console.