Preview Customize How Columns Are Displayed in Summary

About This Feature

• Column configuration settings are a feature in Uptempo Plan (Activities). You can use these settings to customize the columns shown in the Summary display mode to your preferences.

Configuring Columns in Summary

Because the table in the Summary display mode contains a large number of available data columns, you can configure these columns according to your needs and preferences. You can:

• Select which of the available columns are displayed in the table

• Change the order of the displayed columns

• Pin columns that you want to keep visible as you scroll the table horizontally

Before you begin

To follow the instructions in this section:

• You must have access to the Plan module in your Uptempo instance.

Select which columns are displayed

By default, the table in Summary displays the following columns:

• Activities

• In-market Dates

• Estimated Costs

• Estimated Costs Roll-Up

• Estimated Costs Left

Only the Activities column is required. For all other columns, you can add or remove them from the table at any time.

To choose which columns are displayed, follow these steps:

1. In Uptempo, click Activities in the sidebar to view the activity hierarchy.

2. Click Summary to switch to the Summary display mode.

3. Click Edit columns:

   

   The Configure Columns menu opens.

4. To add a column to the table, find the column in the Available Columns list and click + on the column:

   • The Available Columns list is organized into sections based on type of data the column contains.

   • You can filter the Available Columns list by keyword using the Search columns field.

   

   The column is added to the Columns section of the Displayed Columns list.

5. To remove a column from the table, find the column in the Displayed Columns list and click x on the column.

   The column is removed from the Columns section of the Displayed Columns list.

6. To save your changes, click Apply.

   The Configure Columns menu closes, and the Summary table updates to show the new column configuration.

Reorder and pin columns

You can also change the order in which displayed columns are shown in the table, and pin columns so that they remain visible when you scroll the table horizontally.

To change the column display order and pin columns, follow these steps:

1. Open the Configure Columns menu in the Summary display mode.

   • For instructions, see the section Select which columns are displayed.

2. In the Displayed Columns list, find the column you want to reorder or pin under the Columns section:

   • To change a column's display position: Use the column's Order handle to drag it to the place in the list where you want it to be displayed.

     • The topmost column in the order is displayed in the leftmost position in the table (after the Activity column and any pinned columns), and so on.

   • To pin a column: Use the column's Order handle to drag it to the Pinned Columns section.

     • You can pin up to 3 columns (in addition to the Activity column, which is always pinned).

     • If you already have 3 columns pinned and drag another column to the Pinned Columns section, it will replace (unpin) the column you drop it on.

     • To unpin a column, drag it from the Pinned Columns section to the Columns section.

     • You can adjust the display order for pinned columns in the same way as for unpinned columns. Pinned columns are always displayed in the leftmost 3 positions in the table.

3. Optional: Repeat the last step for any other columns you want to reorder or pin.

4. To save your changes, click Apply.

   The Configure Columns menu closes, and the Summary table updates to show the new column configuration.