Ability to add a custom field column to the Project Dashboard - not necessarily as additional columns (so that it could still fit screen) but able to choose which columns visible
i.e. the column Asset and Client PO not important for this client, but to be able to have one of their custom field displaying would be game changing
2 Votes
5 Comments
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Carol Emertonposted
6 months ago
We were looking at this issue too as adding another column with 'Billing Client' would be extremely helpful to us. Have the Billing Client in both the Projects Dashboard & the Invoices Dashboard would be ideal for us.
Some of the columns seem very wide in the 'Invoices Dashboard' due to the header names, so maybe 'wrapping' those, like the Project Dashboard may allow for additional columns to be added?
0 Votes
K
Kyle Morleyposted
over 1 year ago
Admin
That would a customisation that hinders most other tenancies as most people don't have/ use this field, we cannot do this to the dashboard.
0 Votes
C
Clint Meldrumposted
over 1 year ago
Hi Kyle, I think I get that. what about adding a "Designer" field that is the same as "Project Manager".
This has the potential to severely clutter the UI and or skew the dashboard. For that reason it's unlikely to go ahead, we can't make it easier to view than what it is via the Projects detail page. Some users have several custom fields containing quite a large amounts of information which we need to accommodate for.
0 Votes
C
Clint Meldrumposted
over 1 year ago
Heidi's request was made on my behalf. I've attached a screen shot with notes to illustrate what I mean. the custom field is "Designer Allocated" which would help me manage delegation of projects with my team.
Ability to add a custom field column to the Project Dashboard - not necessarily as additional columns (so that it could still fit screen) but able to choose which columns visible
i.e. the column Asset and Client PO not important for this client, but to be able to have one of their custom field displaying would be game changing
2 Votes
5 Comments
Carol Emerton posted 6 months ago
We were looking at this issue too as adding another column with 'Billing Client' would be extremely helpful to us. Have the Billing Client in both the Projects Dashboard & the Invoices Dashboard would be ideal for us.
Some of the columns seem very wide in the 'Invoices Dashboard' due to the header names, so maybe 'wrapping' those, like the Project Dashboard may allow for additional columns to be added?
0 Votes
Kyle Morley posted over 1 year ago Admin
That would a customisation that hinders most other tenancies as most people don't have/ use this field, we cannot do this to the dashboard.
0 Votes
Clint Meldrum posted over 1 year ago
Hi Kyle, I think I get that. what about adding a "Designer" field that is the same as "Project Manager".
Attachments (1)
Screenshot 2....png
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0 Votes
Kyle Morley posted over 1 year ago Admin
Hi Clint,
This has the potential to severely clutter the UI and or skew the dashboard. For that reason it's unlikely to go ahead, we can't make it easier to view than what it is via the Projects detail page. Some users have several custom fields containing quite a large amounts of information which we need to accommodate for.
0 Votes
Clint Meldrum posted over 1 year ago
Heidi's request was made on my behalf. I've attached a screen shot with notes to illustrate what I mean. the custom field is "Designer Allocated" which would help me manage delegation of projects with my team.
Clint.
Attachments (1)
Guru-Project....jpg
59.3 KB
0 Votes
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