Add custom columns to the PM Central department site filter

Add custom columns to the PM Central department site filter

Create a PM Central Department Site Configure a PM Central Department Site

Scenario

Hierarchical depiction of a department site, displaying projects that have a project location value of VAYou have added a custom column, Project Location, to the Project Health lists associated with your PM Central portfolio and project sites.
Now, you want to create a PM Central department site that only displays information associated with projects that have a Project Location equal to Virginia so your Team Manager has easy access to this data.

In this topic we will look at the steps required to accomplish this objective.

Keep in mind:

  • PM Central department sites can only be filtered on information maintained in the Project Health list.

  • By default, you can only filter a department site on values associated with the following Project Health list columns:
    Project Name, Project Start Date, Project End Date, % Complete, Project Manager, Project Type, Project Status and Project Department columns are available for filtering

Step Action Result
1.

Add the new column to the Project Health lists found on the Portfolio and Project sites.

NOTE: See section A in this topic for additional information on how to add a custom column to a PM Central list.

Abbr_NewColumn.png
2. From the Portfolio site, go to Site Contents and click the Summary List. AccessSiteContents.png
3.

Add or create the same column that was added to the Project Health lists in Step 1 to the Summary list.

NOTE: The column added to the Summary list must match the column added to the Project Health lists.

Summary list with the new column displayed in the list view

NOTES:
1.The column will be immediately available from the department sites filter settings web part.
2.The column will be populated with content when the Bamboo Summary list timer job next runs.

4. Navigate to the Department site and configure the site by identifying the filter criteria. The new column will be available from the Column drop-down selector of the filter web part.
Dept_Filter _NewColumn.png

Create a PM Central Department Site Configure a PM Central Department Site