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Configure the parameters displayed on a project card

Configure the parameters displayed on a project card

Configure the parameters that are displayed on a project card in My Projects Space page of project workspace. A card shows the project summary so that project managers can quickly gauge project status and health by looking at the card.

Before you begin

Role required: pps_admin

About this task

The project workspace overview page My Projects Space displays the projects as cards based on the filter criteria. The cards have a color band at the top. The color of the band is based on the Status field in the respective project record. Each card further displays the following information about the project in three rows:

  • Row 1 displays project name, state, project manager name, and important project dates. The displayed project dates are based on the current state of the project:
    • If the project state is Pending or Open, planned start date and planned end date are displayed.
    • If the project state is Work in Progress, actual start date and planned end date are displayed.
    • If the project state is Closed, actual start date and actual end date are displayed.
  • Row 2 displays Status, Percent complete, and Phase columns from project [pm_project] table. The number of displayed columns in this row is fixed to 3, but the columns to be displayed can be configured in [pm_home_page_config] table.
  • Row 3 displays the following project information based on the current state of the project.
    • Open risks, open issues, and overdue tasks of the project under Updates heading.
    • Date and short description of the last missed milestone task under Last missed milestone heading.
    The parameters displayed are derived from the records in [pm_home_page_card] table. In [pm_home_page_card] table, each project state is assigned some parameters to be displayed.
Figure 1. Project card example
screenshot for a project card in project workspace

You can configure the information which is displayed in row 2 and row3 on a card.

Procedure

  1. Navigate to Project Administration > Project Workspace.
  2. Select a table for which you want to change the card configuration, for example, select Project[pm_project].
  3. Set the display columns for row 2 of the card in PM Home Page Configuration [pm_home_page_config] table.
    1. Select the columns to be displayed in Column-1, Column-2, and Column-3 fields.
    2. Click Update.
    The selected columns appear in row 2 of the project cards.
  4. Set the parameters for row 3 of the card in PM Home Page Card [pm_home_page_card] table. In [pm_home_page_card] table, each project state is assigned the parameters that are required to be displayed on a project card in third row.
    1. Click New in PM Home Page Card related list.
    2. On the form, fill in the fields.
      Table 1. PM Home Page Card form
      Field Description
      Order Position at which the parameter appears in row 3 of the card.
      State Project state for which the parameter needs to be added.
      Value Section to be displayed for the selected state in row 3 such as Updates and Last missed milestone.
      Content JSON field to add the parameters to be displayed under the selected section for the selected state.
      The following screenshot shows a JSON example of adding Risks, Issues, and Overdue tasks parameters under Updates heading for Open state.
      Figure 2. Example JSON for Row 3 configuration
      screenshot for example project card configuration
    3. Click Submit.
      Note: Use the same steps to change a display parameter assigned to a state.
    The parameter is added or updated for the selected state. It appears under selected section in row 3 on the project cards for the state it was added.