As an administrator, you may edit the columns that are visible at the top of the workload pages, the Your Evaluations tab, and the Payment Tracking page. You may add up to two additional columns on these pages. These columns will be visible to all users with access to the applicable pages.
This feature is available to users with a Standard license or above. Please contact Support to enable this feature in your site.
There is additional functionality with custom columns as an Advanced license feature. Advanced License Custom Columns contains additional details.
- Navigate to a workload page, the Your Evaluations tab, or the Payment Tracking page.
- To reach a workload page, click the name of the status on the dashboard.
- To reach the Your Evaluations tab, click the tab on your dashboard.
- To reach the Payment Tracking page, click Tools in the upper navigation bar, then click Payment Tracking.
- Click the grid icon.
- The pop-up displays the currently selected columns for this page.
- To remove a column from this page, click the red X icon.
- Some default columns cannot be removed.
- Some default columns cannot be removed.
- To rename a column on this page, edit the text in the Name box.
- Some default columns may give you the option to link the data in that column to another applicable page (e.g. Project Name links to the Request Summary). If you do not want the data in that column to be linked, uncheck the box.
- The tabs on the left side of the pop-up show other columns available to be added on this page. The first tab shows a drop-down for each form in your site related to this page (e.g. all of your LOI forms for the LOI Draft page).
- To add a column from a form, check the box for the applicable field.
- That field will automatically be selected on any other forms in this list that it appears on, as long as the field codes are synced. The codes are synced if you copied a form or process to create the forms where this field appears.
- That field will automatically be selected on any other forms in this list that it appears on, as long as the field codes are synced. The codes are synced if you copied a form or process to create the forms where this field appears.
- To add a column from a form, check the box for the applicable field.
- If the data in a column is in a numeric format, you have the option to apply an aggregate function to that column. Click the Aggregate drop-down and select a function (e.g. sum or average).
- The available options for functions will depend upon the type of numeric data.
- The aggregate data will appear at the bottom of the column on this page.
- Click Save Columns.
