How to change default columns on 'Investment Portal' Overview and Timeline tabs

[ritaaudi]

Hi: In London 'Investment Portal' how can you change the default columns displayed on the Overview and timeline tabs? Thank you! Rita

[yogesh41]

Hi Rita,

I wanted to understand what do you exactly mean by change the default columns. 

Do you want to hide/show few of the fields, re-arrange their order ? 

You can refer right hand configuration to hide/show, re-arrange the columns by dragging it and select Save option available on header. When you re-open the same board/view next time, all your personalizations will be available.

- Yogesh 

[ritaaudi]

Hi Yogesh: I want to set the default for all investment portals for the entire organization, not just my own. There is a 'Reset to defaults' button which is set some where and I need to change the fields and order of columns. Thank you for your help. Rita

[yogesh41 · Accepted solution]

I understand that you want to define default set of default visible columns and their order for any new board/view created across organization. 

You can achieve it using below configuration steps. Lets take example of Overview tab

1. Navigate to Project Administration > Setting > Planning Console 

2. Expand "Context Investment Portal Overview" row and open the child record by clicking on "i" icon

3. Look for Planning Console Display Column related list ( probably first from left ) 

4. Bring "Hidden" and "Order" columns to this related list.

5. Change above column attributes for each of the rows for desire default template

These changes will be available for all NEW boards/views

IMPORTANT NOTE : It is NOT recommend to modify any random attribute unless you understand its impact( Refer docs for more details ). It is awakes recommend to take backup before modifying anything here as it will impact all the boards. Investment Portal does NOT honor all the attributes available here. 

[Pranshu3]

Hi,

I found you answer helpful, thanks.
But I have another Q on Grouped columns to be customised if 'reset to defaults' [Financials tab in Investment Portal].

Thanks in advance!