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Answered

To add additional columns in the Projects module

Nick 2 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 12

Is it possible to add additional columns in the Projects module or in the Dashboard module and its Notes tab using filters to the Tabs of the Job Display tabs: Contact Person (Jobs tab), Quantity (Job payables tab), Start Date and Time and the Deadline (Main Data tab), Volume of words (not only frome Smart project)?
We would like to see more information about the project in any module or in the Projects module or in the Dashboard module.
If this cannot be seen in one of these modules, is it possible to make a full report in another module (form)?

Answer

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Answer

So you want to display data from several different scopes in the same view i.e. use columns that are not directly available in a view? Use Virtual Columns.

+1
Answer

So you want to display data from several different scopes in the same view i.e. use columns that are not directly available in a view? Use Virtual Columns.

H Jussi. You're right. Help me, please. Where can I find Virtual Columns?

I have found it but don't know how it works.

Just be aware that while you can use your new virtual column as a filter, you are not able to sort by virtual columns ... yet (is the hope).

These columns let you program what they show. Normally, one would order them with our customization team specifying the exact need.


They are specific columns, they allow HTML formatting, but there are no accompanying filters and they are not sortable.

Hi Lukasz and Sancho.

I see. But I can't do it the access is closed. 

Thanks for your help. 

Alright, your plan may not allow such customizations.

Please contact your Account Manager to enable that.

Lukasz good afternoon. You can tell how much it will cost?

It is a customization, so we will charge an hourly rate for the preparation of such columns.

You really should talk to our Account Managers :)