PowerClerk Support Center

Program Design
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Questions to ask yourself
Locating the Automations feature
Creating an Automation
FAQs
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Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Feature reference
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Deadlines
Questions to ask yourself
Locating the Deadlines feature
How to create Deadlines
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Forms
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Locating the Forms feature
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Roles
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Locating the Roles feature
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Workflow
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Advanced Program Design
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Channel Type A: Mark As Child
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Formulas and Calculated Fields
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Front Page
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Incentive Design
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Locating the Incentive Design feature
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Data Import
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Locating the Data Import feature
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Duplicate Check
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Locating the Duplicate Check feature
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ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
Import From V2
Questions to ask yourself
Locating the Import From V2 feature
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Operation Status
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Program Info
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Table form element
PV System + batteries element
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Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
FAQs
How to edit the Project Summary
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Locating the Project Views feature
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Locating the Grant Access feature
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Integration Guides
Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
New User Video Guide
Setting up Business Days
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Edit Forms - Tutorial #1
Edit Forms - Tutorial #2
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Project List Columns

Set up your Project List Columns to make information easily accessible to administrators and applicants.

Project List Columns feature

Questions to ask yourself about Project List Columns:

Which program Data Fields should be visible on the HOME page?
What Project List Columns ordering helps administer my program?
Will the columns need to be different for specific Roles in my program?

Locating the Project List Columns feature

Anyone in a Role with the Edit Project List Columns privilege can edit Project List Columns by opening the PROGRAM DESIGN menu and clicking on Project List Columns.
 

Project List Columns

Figure 1: PROGRAM DESIGN >> Project List Columns

 

 

How to use Project List Columns

When visiting the HOME screen of your program, you will notice a list of current projects.  Information about each project is based on the fields selected for the Project List Columns and each Project List Column can be sorted by clicking the chevron icon. You can also sort by multiple columns by holding down the SHIFT key on each additional column chevron that you would like to further sort by. In Figure 2, the Project # field is sorted, as indicated by the bold chevron.

 

Sortable Project List Columns

Figure 2: Sortable Project List Columns

 


To configure the display of these Project List Columns, users can add columns of interest with the Project List Column feature. Configuration is completed by dragging available Data Fields in your program to the left hand list of Project List Columns and then clicking the Save button:

 

Drag and drop Data Fields to add them as Project List Columns

Figure 3: Drag and drop Data Fields to add them as Project List Columns

 


To remove a Project List Column, please select it in the Project List Columns feature and choose “Delete Column” on the right-hand side as shown in Figure 4 below:

 

Removing a column from the Project List Columns

Figure 4: Removing a column from the Project List Columns


The Project List Columns feature allows you also to designate certain columns to be role specific under the Column Controls tab. This means you can configure a subset of columns only to display to a certain role and turn the Project List Columns section on your HOME screen into a very powerful filter:

 

Column Controls

Figure 5: Column Controls

 

Export option for project owners

Project owners who only have access to specific projects are able to export their list of projects visible in the Project List Columns view for ease of use purposes only. The data emitted to project owners is readily accessible to them also via the View/Edit page for each of their projects, and hence the button Export to CSV allows project owners to conveniently retrieve data from the Project List Columns view accordingly.

Video Guides

Would a video guide help to better explain Project List Columns? Contact us and let us know.

FAQs

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

Create A Support Ticket

Not finding your answer here?  Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.