Adding custom columns to New Project Workspace (New Planning Console) - Support and Troubleshooting

Adding custom columns to New Project Workspace (New Planning Console) Issue After installing the new project workspace plugin, there are discrepancies seen with new planning console (project workspace) compared to original planning console that include: new project workspace does not have the custom columns that were created for the original planning console, Views are not dynamically changing with respect to custom View Rules defined on the instance when trying to electronic data interchange project tasks, and there is no option to change Views on the New Project Workspace when editing project tasks.

Issue #1: New Project workspace does not have the custom columns that were created for the original planning console

Issue #2: When trying to edi project tasks the New Project Workspace, Views are not changing dynamically with respect to custom View Rules defined on the instance.

Issue #3: There is no option to change Views on the New Project Workspace when 'editing' project tasks.

Cause San Diego +

Resolution ---For issue #1--- Follow steps below to add custom columns to the 'new project workspace': 1. Go to the [pm_project_task] table or [tsp(#)_project_task] 2. Change the View to 'Project Workspace' 3. Find and select the desired column, add them to the selected bucket, and click 'OK'. 4. Afterwards, when the user opens the project in the new project workspace, the custom columns will show.

---For issue #2/3--- Users can change the layout of which fields appears on the project workspace, but they will not able able to have the views change dynamically based on your their 'view rules' Additionally, there is currently no option to change views on the new project workspace. There is only one default view/format. Users can and and remove views from this view and it will reflect on the project workspace, but users cannot switch between various views on the workspace.

To modifying the default view: 1. Go to [pm_project_task] or [tsp(#)_project_task] //Only if need to update for TeamSpaces as well otherwise use regular tables. 2. Open any record 3. Change the View to 'Project Workspace Preview' 4. Then click on the context menu and 'configure > Form Layout'.

*Note: However the form layout is updated here will reflect on the project workspace for every project task.