KBA-01624: Display Customer Name in a column for Project List

Question:

How do I display the customer (owner) name in a column of the Project List?

Answer:

If you want the project customer name visible in the project list, you can follow these steps:

UI Configuration

On the System Admin Dashboard:

1. Go to the UI Configuration Tool.
2. Select Project List as the Part.
3. Add a row and select Description as the Item
   1. Select Home Dashboard as the Context.
   2. Provide a Label, perhaps Customer.
   3. Make the Item Visible and RO (read only).
   4. In the Extended field, enter the following to re-purpose the column to show the SourceContact (the contact identifier) using the ContactCompany description.
      

      DataField=SourceContact;DV=ContactCompany;ShowColType=DBLookup;

   5. Accept the row.
4. Save your changes.

The Result

Additional Comments:

You could also repurpose the External Status or Schedule columns.

This is an advanced topic; contact your implementation expert (not support) for assistance.

KBA-01624; Last updated: September 19, 2017 at 12:54 pm ;
Keywords: none