You want to add a SharePoint Choice column, Project Location, to the Project Health list and make the contents of this column visible in the Project Summary dashboard on the Portfolio home page.
In this topic we will look at the steps required to accomplish this objective.
Keep in mind:
Creating the new column as a site column will allow the column to be managed from a central location and ensure consistency when the column is added to other lists.
Only SharePoint or Bamboo Solutions columns can be supported as new columns in PM Central lists.
- It is strongly
recommended that you review the customization guide before making any changes to the out-of-the-box PM Central application.
|A. Add the column to the list|
Create the new column directly in the designated list
Create the column as a site column, then add the site column to the designated list
Add or create the same column in the same list on the Portfolio site.
|B. Add the new column to the list rollup|
|4.||From the Portfolio site navigate to the Site Contents|
|5.||Access the PMCentralPages document library and click the ListRollupSchemaDesigner link.||You will be taken to the Web Part page.|
Locate the rollup schema you need to modify and access the schema’s edit screen by:
Clicking the rollup’s Title link
Selecting Edit Schema from the drop-down menu
Edit the desired “destination” web part to identify the name of the referenced List Rollup Schema.
|7.||Click the Select Columns button|
|8.||Add the new column to the Selected Columns box on the right, then click Save|
Click Create/Update Schema at the bottom of the page.
|You will be returned to the home page of the List Rollup Schema Designer.|
|C. Display the new column in the data view|
|10.||Navigate to the web part that should be modified to display the newly added column and Edit the Web Part
Make a note of the current column display order so it can be referenced in step 14.
|11.||Click the Data Viewer Web Part Settings button|
|12||Click Bamboo List Rollup on the left of the screen, then click Load List Rollup Schemas||
|13.||From the List Rollup Schema drop-down select the updated rollup, then click the Column Display Settings button.|
|14.||Check the boxes next to the columns to be displayed and enter the desired display order.|
|15.||Click Save & Close to exit the pop up. Then click Save & Close again to exit the Data View Configuration Settings screen.||You will need to click OK to close the Web Part’s configuration tool page before you will be able to see the changes to the web part’s display.|