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