Working With the Project List Grid

 

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1.  Choose Filter Selector. Drop-down list selector control used to clear the current filter, select saved filters, edit filter names, delete filters, and designate a favorite filter.

2.  Toolbar.  Contains icons used to save the current filter, create a new project from a template, display the portfolio dashboard, and export the current project list to Excel.

3.  Fixed Columns. These column headings have fixed metrics. Columns can be hidden, but the metric displayed cannot be changed.

4.  Custom Columns.  These column metrics can be changed by clicking the drop-down selector control and selecting a metric from the list.

5.  Filtering Fields. This row in the project list grid contains fields and controls for entering metric values (example, “12”) and choosing a filter operator (example, “greater than or equal to”).

6.  Project Row.  All cells in this row relate to the project named in the first cell. Click the Project link to open the project for editing. Column cells display the column metric values for the project and icons at the end of the row are used to clone the project, delete it, or create a new project with the same settings as the existing one.

7.  Portfolio Project Count Label. This label shows the number of projects currently displayed and the total number in your portfolio (to which you have access).

8.   Bulk Delete, Edit Buttons. When one or more projects are selected these buttons are enabled, allowing users to delete or update all selected projects.