Create and edit column sets

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.

Watch this video to learn more:

Create a 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, click Add Column Sets to open the column set editor.
  3. In the column set editor, click 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 a column set on the dashboard or on the Workflow page

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

  1. Click 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. Click the gripper, circled in the following image, and drag the data field up or down to change its location.
    • Add alerts. For more information, go to Add alerts to column sets.
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