I have created a custom field on cost_plan and wanted to modify the UI page $pmview to replace Expense Type with this new field. I am not sure if this is doable and where it needs to be modified.
And when comparing to baseline
Any help would be appreciated.
Hello
Follow these steps -
Go to Project--> Settings--> Planning Console
On the Planning Console list view go to the "Context: Project/Demand Financials"
Click on Project
On the new form that it opens up, click on the new button" Here you will need to add the new custom column you created. In the JSON field, it has to match exactly to what the column name is. For this example, I create a custom field called Test Planned console - u_test_plannng_console. Save it.
Let's go back to the Planning console Project form(where you clicked the new button)
This is where you can hide fields and change the order it appears in the Planning console.
Hello
Follow these steps -
Go to Project--> Settings--> Planning Console
On the Planning Console list view go to the "Context: Project/Demand Financials"
Click on Project
On the new form that it opens up, click on the new button" Here you will need to add the new custom column you created. In the JSON field, it has to match exactly to what the column name is. For this example, I create a custom field called Test Planned console - u_test_plannng_console. Save it.
Let's go back to the Planning console Project form(where you clicked the new button)
This is where you can hide fields and change the order it appears in the Planning console.
Thanks Miguel - I was able to add the custom column Charge Code but was not able to hide Expense Type
Also when I do a compare with baseline the custom column does not show up. Is there another configuration to be done somewhere.
For the Expense Type - Have you tried removing it from the Configuration option?
For the baseline value. Is your custom value being capture when the baseline is created? Check to see if it is being captured with the baseline is taken.
