Create and edit column sets to specify the group of data to display for each project in a dashboard report. You can also edit column sets to specify the group of data to display for each idea or project within different stages of workflow.

Create a new column set on the dashboard

You can have multiple column sets to show different groups of project data fields. For example, you might have one column set that contains only financial data fields and a different column set that 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, select Add Column Sets to open the column set editor.
  3. In the column set editor, select Add Column Set.
  4. Enter a name for the column set, then select the data fields to add. The data fields are displayed as columns in the Projects table.
In the report, the new column set is available in the Column Sets drop-down list.

Edit an existing column set on the dashboard or on the Workflow page

To edit an existing column set, complete the following steps.

  1. Select the edit button .
  2. From the list of column sets, select the column set to edit, then complete any of the following tasks.
    • Change the name of a column set on the dashboard. (You cannot change the name of a column set on the Workflow page.)
    • Add or delete data fields.
    • Change the order of the columns. Select the gripper, circled in the following image, and drag the data field up or down to change its location.
    • Add alerts.

Example of adding an alert to a column set

You can add alerts, such as colors, images, and symbols to a column set to call attention to projects that are at risk, have replication potential, and so on. To add an alert to a column set, you set a condition on the data field that contains the criteria to highlight.
Tip

To set conditions on a date field, you must choose the Days Since Date or Days Until Date option. Then, you can set conditions, for example, to indicate when more than 100 days have passed since the project started or when there are less than 7 days until its due.

The following example shows how to display an alert on the dashboard when a project is complete.

  1. Choose Actions > Edit Report.
  2. Select the edit button .
  3. In the column set editor, select the edit button beside the field to edit, which is circled in the following image.
  4. In the data field editor, under Image, choose the image to display for the value.
In the column set, a checkmark in the Status column identifies projects that are completed.

Watch a video

Watch a video to learn more about column sets.

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