Project Custom Lists

Published 7 March 2025 · 24 views

This Guide will walk you through how to enable and configure the Custom Lists for the Projects Module.

1. Introduction

Our standard Projects dashboard includes a lot of information, but if you need some lists tailored to more specific requirements, you can enable the Custom Lists.

Introduction

2. Click "Options"

Access the Options menu.

Click 'Options'

3. Click "Project List"

Navigate to the Project List section

Click 'Project List'

4. Click "Custom Project List Settings"

Access the Custom Project List Settings

Click 'Custom Project List Settings'

5. Enable Custom Lists

Enable the Custom Lists by ticking this box

Enable Custom Lists

6. Existing Lists

After enabling the custom Lists, you should see some existing lists here. If you do not, you will need to get the lists from the server.

Existing Lists

7. Go Back

To Do so, go back to the previous screen.

Go Back

8. Click "Update Dashboard Defaults"

And now that the lists are enabled, you should see a button in the toolbar to "Update Dashboard Defaults", Click this and confirm any prompts that it brings up.

Click 'Update Dashboard Defaults'

9. Click "Custom Project List Settings"

Then Return to the Custom Project Lists and you should now have the default lists populated.

Click 'Custom Project List Settings'

10. Select the Default "All" list

Default Lists cannot be edited, but they can be toggled on and off. WIth the only exception being the All List as it is used by dashboards. To customise lists we can either copy an existing list and modify it, or we can create a new list entirely from scratch. To copy an existing list, first select it from below.

Select the Default 'All' list

11. Sorting Order

You can see on the default Lists that you can still change the sorting order if you prefer.

Sorting Order

12. Select the Duplicate button

To Copy the List, select the Duplicate button in the toolbar at the top of the screen.

Select the Duplicate button

13. A new Copy is made

This will create a complete copy of the default list, but you will be able to modify all aspects of this one. Alternatively you can create an entirely new List

A new Copy is made

14. Click the + to create a new List

First return to your Project Dashboard Lists page. From there you can create a brand new list by clicking the + button

Click the + to create a new List

15. Fill "New List"

This will Create an entirely new List that you can also configure however you need.

Fill 'New List'

16. Set these as you need

For Either a brand new list or a copy of a list, you can configure the name, the colour of the list in the dashboard, the rank and whether or not the list is active.

Set these as you need

17. Which roles can see the List

You can set which roles will be able to view the list.

Which roles can see the List

18. Total Only List

Whether the List is a Total Only List. This means the List will just show a dollar total instead of a count in the dashboard.

Total Only List

19. Total Only Options

If you Enable Total Only, you will see two new options appear. Can Click through, will allow you to click on the list in the dashboard to see the records that make the total. Column to Total allows you to select a column to add up to reach the total you wish to display.

Total Only Options

20. Dev Options

The last Few Options, allow you to configure a mass update button, and additional tables to include for filtering later on. These column should generally only be used by a Project Dev as they are a bit more advanced in their use.

Dev Options

21. Click "Projects Dashboard: Custom List - All [COPY]NameColor#5794DA#74B749#E66700#F1524C#AC725E#7E53C6#607D8B#3E50B4#009587#EEEEEERank1ActiveYesRoles That can View this ListList is Total onlyNoSort By..."

The next section you will see is the Filter Section. This defines what records will show in the List. You can select any Column or Custom Field, and use a series of checks to determine your filters. In this example we only want open projects, which is controlled by the status column, so we filter only for projects where the status is 0. You may add as many Filters as you need, but each record must pass all the filters to show up in the list.

Click 'Projects Dashboard: Custom List - All [COPY]NameColor#5794DA#74B749#E66700#F1524C#AC725E#7E53C6#607D8B#3E50B4#009587#EEEEEERank1ActiveYesRoles That can View this ListList is Total onlyNoSort By...'

22. Click "Projects Dashboard: Custom List - All [COPY]NameColor#5794DA#74B749#E66700#F1524C#AC725E#7E53C6#607D8B#3E50B4#009587#EEEEEERank1ActiveYesRoles That can View this ListList is Total onlyNoSort By..."

The Last section will show you all the columns in the List. If you are using a new List, it will start by showing you the default columns, which cannot be edited. Note that when you copy an existing list, it will also copy the columns and you will be able to modify those freely. For New Lists though you can create your own columns.

23. Click the + to create a new Column

To create your own columns click the + at the top of the page.

Click the + to create a new Column

24. Select the Project Column

On the new column you can configure several different things. Firstly select the project column you wish to display in your dashboard

Select the Project Column

25. Select your Display name

You can then type your preferred display name for that column

Select your Display name

26. Header width

You can enter as a % or as a pixel count the width you want the column to be on the Dashboard. This allows you to give more screen space to columns likely to hold bigger data. If you leave this blank it will be auto-sized to fit

Header width

27. Header Style

You can also select a style that will format your data so you can display dates, or prices correctly

Header Style

28. Lookup Table

If the column you are selecting would normally hold an ID, you can give it a lookup table to find the record with (for example if its a customer ID, you could set it customer table) When you select a lookup table it will also give you the option to select a lookup column (such as name) Whatever data this lookup returns is what will then be formatted by the other styling options

Lookup Table

29. Lookup Table

Line value format allows you to format the data seperately to the column style, this is helpful for options fields, or things that might require more than a simple value such as a formula This field should also be left to project developers, as it contains options that can impact the performance of your list if done incorrectly.

Lookup Table

30. Column Active

Finally you can determine whether you want the column to be active or not, if it is marked inactive it will not appear for anyone, you can do this if you are not sure if you want to delete it yet.

Column Active