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.|