Add new columns to the planning page

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • 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.

    Before you begin

    Role required: it_project_manager

    About this task

    The project tasks displayed in the planning page of the new project workspace show the fields as per the Project Workspace view of the pm_project_task table. To display new fields, you must personalize this Project Workspace view of the pm_project_task table.

    Procedure

    1. Navigate to pm_project_task_list.do.
    2. Change the view to Project Workspace.
      1. Right-click the header and select View.
      2. Select Project Workspace
    3. Add the necessary columns to the list.
      1. Select the Personalize List icon (Personalize List icon.).
      2. Move the required fields from Available to Selected.
      3. Select OK.

    Result

    The Project Workspace view of the pm_project_task table is updated as per your changes. The planning page of the new project workspace reflects these changes.