How do I Configure Custom Columns on Planning Console?

[davematz]

I am working on the Now Learning Simulator for PPM Implementation and need help (steps given to me) to understand how to modify a project template.

Here is the task from the Simulator that I am trying to understand and need to know the specific steps to accomplish/complete this task:

As the Project Manager, I want the ability to see Assignment Group as a field that I can choose to select to display on the planning console so that I know which group an assigned resource belongs to.

Business Acceptance Criteria:

• Assignment Group is a field that can be accessed from the drop down menu of the planning console and displayed.

Technical Acceptance Criteria:

• The default pm_project planning console record is updated to reflect a new display column.
• The new field has the following information:
  • Label: Assignment Group
  • Type: Reference
  • JSON Column: assignment_group
  • Order: 1150
  • Width: 80
• In the planning console columns related list, the new display column has the following information:
  
  • Display Column: Assignment Group
  • Console Table: pm_project_task
  • Editable: check
  • Table: Project Task [pm_project_task]
  • Column: Assignment Group

I have searched Madrid documentation, but still don't understand where I need to go to perform this as I don't understand this task.

[VIVEK ANAND · Accepted solution]

Hi @davematz 

Please follow the instructions provided in the below URL. You can achieve the requirement.

• In one line you will add new record in the Planning console display column related list.

https://docs.servicenow.com/bundle/newyork-it-business-management/page/product/project-management/ta...

Thanks,
Vivek Anand

Please Note: If my response helps you to fix this issue, please mark it as correct!

[davematz]

Thank you,  I read that doc several times, but it didn't make sense to me.  I was either extremely tired or not focused when I read it previous times.