Skip to main content
If you are a Planview customer, sign in to enable additional content.
Planview Customer Success Center

Creating and Editing Column Sets

Sign in to access this product help article.

 This article applies to Planview Enterprise 11.5 and greater.
Required Features Maintain Structures or Architect PDC.
Prerequisites You or another administrator already defined the custom fields or alternate structures for which you plan to remove, add, or edit columns.

Use column sets to control the view of data in most screens that display data in a grid, such as the Work and Resource Management screen and the Investment and Capacity Planning screen.

To manage column sets:

  1. Click Administration > Attributes and Column Sets > Manage Column Sets.

    An alphabetical list of all column sets appears.

    Tip!

    If you want to display a list of just those column sets corresponding to a specific type of entity, select that type from the View list. In addition, you can filter the list of column sets displayed on the screen.You can also export information displayed on the screen and then print that content.

  2. Depending on what you want to do, take one of the following actions:
    • To create a new column set, click +New on the lower left of the Column Sets screen. Select the entity relevant to the columns you want to group into a set. For example, click Work if you want to add columns intended for use on the Work and Resource Management or Work Financial Planning screens.

    • To copy a column set, click Action Menu on Timesheet and WRM.png next to that column set and then click Copy.

    • To edit a column set, click Action Menu on Timesheet and WRM.png next to that column set and then click Detail.

      Depending on which action you took, the New Column Set, Copy Column Set, or Detail Column Set screen appears. These screens share most of the same options and behavior.

      Note: The columns listed on the screen that appears vary depending on the entity you selected when creating the column set. In Work column sets, for example, the list includes all single-select work alternate structures, work custom fields, and work financial attributes that have been made available as columns.

  3. Type or edit the column set name.

  4. For the Include In option, select the screens in which you want the column set to be available. The options available depend on the entity you selected when creating the column set.

    Note: Selecting the Portfolio Manager check box makes the column set available in the Portfolio View screens and some other screens, such as the My Planview screen while it is displaying data for a configurable table tile you or another administrator created.

  5. Specify who can access the column set by selecting either Corporate Wide or Choose Roles. If you select Choose Roles, use the Data Picker that appears to select the role that users must have to access the column set.

  6. To move items between the Available Columns list and the Selected Columns list, select the appropriate items in the relevant list and then click Add or Remove.

    • To select nonadjacent items, press the Ctrl key while selecting items.

    • To select adjacent items, click the first item and then press the Shift key while selecting the last item in the series.

    • To filter the Available Columns list, type in the text box above the list. The list narrows to show only those items that match what you type.

  7. The first item in the Selected Columns list corresponds to the first column of the column set in a view; the second item corresponds to the second column in a view, and so on.

    To order the items Selected Columns, select columns (or groups of columns using Ctrl or Shift as described previously) and use the arrows to move columns up and down in the list. Double arrows move the columns or groups to the top or bottom of the list.

  8. Click Save.

  9. If the column set includes financial planning columns, edit financial subtotal attributes as needed to enable such columns on the primary structure relevant to your column set.