Define the columns that you want to make available in the project planning console,
portfolio workbench, program workbench, and the release management Gantt chart.
Role required: it_pps_admin
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Navigate to .
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Add a custom display column for planning console.
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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.
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To create a display column for the selected console, click
New in the Planning Console
Display Column related list.
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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 the
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 |
Check box 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. |
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Click Submit.
The column is added in the Planning Console Display Column
[pm_console_display_column]
table.
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Map the planning console display column created in step 2 to a column in a
table defined in
Planning Console Table [pm_console_table]
.
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In the Planning Console Display Column related
list, open the display column record.
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To create a record of actual column in the
Planning Console
Column [pm_console_column]
table, click
New in Planning Console
Columns related list.
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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. |
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Click Submit.
The display column appears in the column filter list (
) in the planning console.