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Planview Customer Success Center

User-defined Columns (Portfolios)

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Users can add new number, text, and date fields in the portfolio table for ad-hoc analysis. The user-defined fields can be used in charting and analysis the same way as a standard field. These fields are only available in the portfolio-specific where they are created. If you need to use a specific user-defined field in a different portfolio, you will need to recreate it in the other portfolio.

           

NOTE

In order to create a user-defined field in a portfolio, you need publishing permissions for that portfolio.

           

User-defined fields come in two varieties:

  • Static - Values in static fields do not change unless the user changes them.
  • Calculated - Values in calculated fields are determined by the fields used in their calculation. If the base fields change, the calculated field value changes to reflect that.

Adding static user-defined fields

In order to add new static fields to your portfolio, you may need to adjust the Project list table on the Portfolio Summary page. This table will form the basis of a Microsoft Excel template that you will export and add your new fields to. Your new fields will be added to the portfolio after you import the modified Excel template back into Planview Advisor.

To add a user-defined static field:
  1. Use the field chooser or column header controls to add or remove columns from the Project list table.
  2. Click the gear icon in the upper-right corner of the Portfolio Summary page.
  3. Expand the User-Defined Fields panel and click Export Data. This automatically creates and downloads a file called Data Import Table.xlsx. This Excel file will have the columns and values visible in the Project list table.
  4. Open the downloaded file and add your new field to the next available column and define the values for the column. Ignore the hidden column in the file.
  5. Save your changes to the file.
  6. Return to the Portfolio Summary page in Planview Advisor, and click Import Data in the User-Defined Fields panel.
  7. Choose the Excel file that you modified and click Open.
  8. In the Configure Fields window, select Types for each field you added.
  9. (Optional) Click the plus (+) icon next to the field to apply additional options. The options available vary by field type.
  10. Click Save. Your new field will be added to the Project list table.
  11. Click the Publish icon in the page header next to the number of changes.

Adding user-defined calculated fields

To add a user-defined calculated field:
  1. Click the gear icon in the upper-right corner of the Portfolio Summary page.
  2. Expand the User-Defined Fields panel and click Configure Fields.
  3. In the Configure Fields window, click Add calculated field.
  4. Enter a unique name for the field and click Save.
  5. Select a Type for your calculated field.
  6. Open the formula builder by clicking the function (f(x)) button next to your field.
  7. In the formula builder, build your formula using MS Excel-style functions and field references. You can right-click each column header to add that field to the formula. You can use the field chooser to add or remove columns from the table. This also includes vector metric fields which can be found at the end of the fields list.
  8. Click Save in the formula builder.
  9. (Optional) Click the plus (+) icon next to the field to apply additional options. The options available vary by field type.
  10. Click Save in the Configure Fields window. Your new field will be added to the Project list table.
  11. Click the Publish icon in the page header next to the number of changes

Modifying attributes of standard columns

The final action you can take in the User-Defined Fields panel is to modify the attributes of existing standard fields. This does not allow you to change the type or values of the field.

To modify the attributes of standard columns:
  1. Click the gear icon in the upper-right corner of the Portfolio Summary page.
  2. Expand the User-Defined Fields panel and click Configure Fields.
  3. In the Configure Fields window, click Configure existing fields. This adds the field to the list in the Configure Fields window.
  4. Click the plus (+) icon next to the field to apply additional options. The options available vary by field type.
  5. Click Save.