Column sets are the mechanism by which a set of attributes can be grouped together for use within a specific Planview screen. Column sets are created by the Planview Administrator. These screens are:
- Portfolio View – the main portfolio grid for the relevant primary structure. In Planview Enterprise 11.2 this screen can include both non-financial and financial management-based attributes.
- Work and Resource Manager - the project planning/scheduling screen in Planview Enterprise 11.2 onwards
- Financial Planning Detail – the financial management data entry screen for a single entity, such as a project. In this screen column sets are used to provide summarization rows at the top of the screen.
- Investment Planning Manager – the investment planning screen that allows investment evaluation and best approaches to align resources for those investments.
- Resource Management and Assignments - the core screen for the management of resource assignment in Planview 13 onwards.
A column set is defined for a specific purpose, summarizing attributes from the relevant primary structure, and displaying these attributes such that relevant, decision making information is displayed. Typical examples of column sets include:
- A project status summary column set that shows key information relating to the status of the projects in a portfolio.
- A financial variance column set that shows financial baseline, actual, forecast to complete and variance information for the entities in a portfolio.
- A single project column set for work and resource management that shows key date attributes and the Gantt chart column for a project.
A column set can be made available for all or specific user roles.
In most screens where they are utilized, column sets can be exported to Excel or to PDF. This provides a simple mechanism for pulling a simple report listing the entities in a portfolio and the attributes listed in the column set
When defining and managing column sets the following best practices are recommended:
- Don’t make column sets too large (too many columns). Aside from requiring users to scroll, performance will be dependent upon the number of columns in the column set.
- For Work and Resource Manager (11.2 onwards) define a set of columns that are sequentially numbered, so that the user sees them in a logical sequence in the Work Manager screen. The screenshot below shows a logical set that guides the user through:
- Building Schedule
- Planning Resources
- Tracking Progress
- Viewing Baselines
- Disable the standard (Corporate) column sets and replace them with customer specific column sets.
See Recommended Work and Resource Management Column Sets for examples of best practice column set configuration examples.
Related Planview Enterprise Reports
ADM04 - Configuration Summary
The RPM ADM04 Configuration Report includes summarized details on attribute, column, and column set configuration. The information is presented in summary tables, allowing for easier review and quality assurance of the configuration.
ADM04 contains the following sections relevant to attributes, columns and column sets:
- Alternate Structures and Fields
- Column Configuration Summary
- Column Set Configuration Summary