Add a custom Field from the project table into the strategic planning workspace.

[dominikgintsber]

Hello.

We have a custom field in Project table that we would also like to have in the strategic planning workspace under "group by" under free form roadmap. To be able to group by this custom field.

and the custom field in the project table:

Any chance to configure this?

[Namita Mishra · Accepted solution]

Hi @dominikgintsber ,

yes, it is very much possible. To make it clear, I have created a recording for you.

Hope this answers the query. If it does, please mark the response as correct answer.

Below are the steps that are mentioned in the recording:

1) Create a custom field in execution as well as planning item table.

2) Map the custom fields created in execution and planning item tables

3) Make the custom field available for 'Group By' via 'Portfolio plan configuration'

4) Create a free form roadmap and you should be able to group by the above created custom field

Screenshots below:

1) Create a custom field in execution as well as planning item table 

 

2) Map the custom fields created in execution and planning item tables

3) Make the custom field available for 'Group By' via 'Portfolio plan configuration'

4) Create a free form roadmap and you should be able to group by the above created custom field

Wish you Merry Christmas & Wonderful 2024 !!

Thank You!

Namita Mishra