Personalize the planning page view in Project Workspace

Customize the display of the planning page. Choose the data you want to see on the data grid and the timeline.

Before you begin

Role required: it_project_manager

About this task

Steps 2 through 4 provide guidance on customizing various aspects of the workspace. Choose the options that you want to apply.

Procedure

1. Open a project from the planning page of Project Workspace.
   For information on how to navigate to the planning page, see Access the new Project Workspace.
2. Use the side panel to customize your planning page view.
   1. Select the Settings icon ().
      The Settings side panel opens.
   2. From the Columns tab, select the columns that you want to see on the data grid of the planning console.
      These columns provide information of the project tasks.
   3. From the General tab, choose the attributes that you want to see on the timeline view, such as the dependency lines, critical path, or the project task names on the bars.
      Use the Display summary task option to show all the project tasks grouped under one project summary task.
   4. From the Advanced tab, choose to enable the auto-save option, change the date format for the planned date columns, and change the mode of calculation as Manual or Automatic.
      You can change the calculation mode from Automatic to Manual, from the workspace, only if the project has no tasks.
3. View additional columns to the project tasks in the planning page view.

   If you want additional columns to be displayed in the planning page view, other than those fields available in the side panel, you can do so by customizing the Project Workspace view of the project task list (pm_project_task_list.do). See Add new columns to the planning page.

   Note:

   You can personalize your settings for timescale, Displaying summary tasks, Bar labels, and Dependency lines. Any changes you make to the Display summary task settings and timescale view is saved in the preferences.
4. Reduce or increase the visibility of the project period on the timeline by changing the timescale.

   Select the timescale icon () and choose from Day, Week, Month, Quarter, Year, or Autofit.

• Add new columns to the planning page
  Display new columns on the planning page of the new project workspace so that your project managers can view custom fields for the project tasks on the planning page.