Project Workspace customization

[Dhiren Aghera]

Is there a possibility to customise the fields in the flashcards in the Project workspace?

[Harsha Lanka]

Do you really want 'Risks' as a separate one instead of missed milestones?? I see the same information about risks is shown in 'Updates'. 

If you really want it again, Please try using the below condition:

{"type": "agg", "table": "risk", "condition": "top_task=#^risk_stateIN-5,1,2"}

[shaik_irfan]

@Harsha Lanka  Can you please look into this thread regarding PPM Flow.

https://community.servicenow.com/community?id=community_question&sys_id=0a64b3a91bcec8d0ada243f6fe4b...

[Peter Bodifee]

Obviously we don't want to repeat the number of risks (with type: agg) again (which is already shown under updates). We would want to see the actual short description of the risks.

Hence I assumed the type: rec. Changing "agg" into "rec" results in showing the date and short description of the first project task  under the top task the risk is linked to (in my test this project task is called "Prep"). Not what I was looking for.

 {"type": "rec", "table": "risk", "condition": "top_task=#^risk_stateIN-5,1,2"}

I guess that this JSON code for configuring the project cards are custom to only count (using type: agg) related records and to show milestones.

When I have a bit more time I shall try to locate the code that generates the data on these cards to see what customizations are possible.

[Alex Pandian1]

Hi Yogesh,

I see type as agg. what are all other types.

Does system allow to call script include from content field of  pm_home_page_card table.

is it possible to set content like [{"value":"red" ,"label": "Schedule"},{ "value":"red" ,"label": "Cost"},{ "value":"red" ,"label": "Risk"},{ "value":"red" ,"label": "Issue"}]

[Harsha Lanka]

Yes. You can customize some of the fields for those cards in Project Workspace. 

1) The first row of the card is not configurable. (Place where we show project title, start date, end date, avatar e.t.c)

2) The second row of the card is configurable. (Place where we show status, percent complete, phase). Though, you can't add one more column to show but you have a option to modify what are all the three columns you can show on that section in card.

• Go to 'Project Administration' -> 'Project Workspace' (or pm_home_page_config table)
• In 'PM Home Page Configurations' table, open the record with having table as 'pm_project'.
• Here, you can configure column1, column2, column3. 

3) The third row of the card is also configurable. (Place where we show updates and last missed mile stone.)

• Open 'pm_home_page_card' table.
• Here, you will have a configuration with respect to state of the project. If you want to do any configurations on this, you can configure 'content' value.(This is bit difficult. you need to configure it properly.)

Thanks,
Harsha Lanka