Add a custom column to planning console

Define the columns that you want to be 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 display column for planning console in pm_console_display_column.
    1. Select a console to which you want to add the custom column. For example, select Project[pm_project] for adding a column to the project planning console.
    2. Click New in Planning Console Display Columns related list to create a display column for the selected console.
    3. Fill in the Planning Console Display Column form.
      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. The supported data types are String, Boolean, Date, Date Time, Reference, Integer, Float, Decimal, Percent Complete, and Choice.
      JSON Column The JSON column name used internally by the Gantt chart when data is sent.
      Note: Leave it blank because it is auto-populated when you add a column for the display column in step - 3.
      Order The 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.
      Trigger recalculation Option if the recalculation of date and duration should be triggered when the column is modified in the planning console.
    4. Click Submit.
  3. Add [pm_console_column] records for the display column record created in step 2.
    1. Open the display column record from Planning Console Display Columns related list.
    2. Click New in Planning Console Columns related list to create an actual column record in [pm_console_column] table.
    3. Fill in the Planning Console Column form.
      Table 2. Planning Console Column form
      Field Description
      Display Column Display column created in [pm_console_display_column].
      Console Table Console table mapping for the column.
      Column Actual column from where data comes for the display column.
      Editable Option to make the column editable in the planning console.
      Table Actual table from where must be pulled data in the display column.

      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].

    4. Click Submit.

Result

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