Create and edit column sets

Create and edit column sets to see the projects and data included in the report.

You can have multiple column sets to show different groups of project data fields. For example, you might create a column set that contains only financial data fields, while a different column set contains only data fields related to project details, such as status, location, and health.

  1. Choose Actions > Edit Report.
  2. In edit mode, under Projects, click Add Column Sets to open the column set editor. If a column set already exists, click the edit button to open the column set editor.
  3. In the column set editor, click Add Column Set, which is circled in the following image.
  4. Enter a name, and then select the data fields to add. The data fields are displayed as columns in the Projects table.
  5. (Optional) To change the order of the columns, click the gripper, which is circled in the following image, and drag the data field up or down to change its location.
In the report, the new column set is available in the Column Sets drop-down list.
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