The three system standard fields Project folder, Project type, and Location have a special role in the project master data. They are used for displaying and categorizing projects in the portfolio list and portfolio board. The selectable values of these fields can be defined individually.
Tip
Values can be edited directly in the portfolio list view or portfolio board — simply group by the relevant field and edit the value inline.
Note
Renaming the field names themselves (e.g. "Project folder" → "Department") is a separate function. See the article Renaming standard project master data fields for more information.
In the list view
- Open
Projectsin the main menu and select theList view - Select
Group byand chooseProject folder,Project type, orLocation
- The group rows correspond to the selectable values of the respective field. Click a group title to edit it and confirm with
Enter - Add a new value via the
3-dot menuof the group row - Delete a value via the
3-dot menuof the group row
Note
The labels in the context menu such as Create folder or Delete folder apply to all three fields — including Project type and Location, not just Project folder.
In the board view
- Open
Projectsin the main menu and select theBoard view - Select
Group byand chooseProject folder,Project type, orLocation - The columns in the board correspond to the selectable values of the respective field:
-
Edit a value: Click the column name and edit it directly (confirm with
Enter) -
Add a new value: Click
Add project folder/location/project typeon the far right of the board
-
Delete a value: Open the
3-dot menuof the column and selectDelete folder
-
Edit a value: Click the column name and edit it directly (confirm with
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