Add or Remove Columns in the My Portfolio Area

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This article explains how to use the Columns interface to add and remove columns from your Portfolio List view.

Add and Remove Columns

Right-Click a Column Header

To add or remove a column from the view, right-click in any column header. Expand the Columns sub-heading. The columns already in the view marked with a check. The remaining available fields are listed. Select or deselect the columns to show or hide in the view. Newly added columns show on the far right.

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Select Columns Button

  1. Click Columns. The Select Columns form will open.

    OPe_Columns_Interface_in_Portfolio.png

  2. To add columns to the view, locate the desired column, then drag and drop the column into the List view.

    Add_Column_into_View.png

  3. To remove a column, select the column header, than drag downward in the LIst view. A panel of options will appear. Drag and drop the column header to the Hide option.

    Remove_Column_from_Portfolio_List.png

Fixed Columns

Fix specific columns to the left side of the screen for horizontal scrolling. You will notice a gray bar dividing your Work Plan. Columns to the left of this bar are fixed in place, while the right side of the view can be scrolled through. Fixing important columns like Name can be helpful as you navigate your Work Planner.

Fixed_Column_Divider_Bar.png

To lock a column, right-click on the desired column header. Then select Move column to fixed.

The column will move to the left side of the dividing bar and will be fixed in place.

Moved_to_Fixed.png

To unfix a column, and move it back to the right side of the dividing bar, right-click on the column header. Then select Move column to locked. The column will move to the right side of the dividing bar and will move when you horizontally scroll through the Work Planner.

Move_column_to_locked.png

Arrange Column Order

To arrange the columns, click on the column heading and drag the column to the desired location. Let go of the mouse to drop the column in that spot.

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