KBA-01647: Project Dashboard Document List Grid Fields

Question:

What data is available for the Project Dashboard Document List Grid?

Answer:

Only a small subset of data is loaded for the Project Dashboard Document List.  You have several columns to work with in the UI Configuration tool (on the System Admin Dashboard), and you can use the calc and datafield options to display other data—but only data that is loaded for this view.

Field List
  • Author  (derived using the company or user name of the contact on the “from” address tab)
  • Closed
  • Company (the Source Contact, or Responsible Party if none, or Doc Creator if neither)
  • Confidential
  • ContractType
  • CostImpact
  • csAmount
  • CurrentSeq
  • DocBatchNo
  • DocDate
  • DocNo
  • DocReference
  • Due
  • ExternalDocNo
  • FilesAttached
  • FromUser
  • LastStatusBy (User Key) [V2019]
  • MaxStage
  • PayControl
  • PayItemNumber
  • Priority
  • Project
  • ResponsibleParty
  • Signoff
  • SortAuthor
  • SortCompany
  • SortFrom
  • SortResp
  • SortTo
  • SourceContact (key)
  • SourceDate
  • SourceDocNo
  • Specification [V2017]
  • Status
  • SubContract
  • Subsegment
  • Subtype
  • SubtypeDescription
  • Title
  • ToUser (derived using the company or user name of the contact on the “To” address tab)

Additional Comments:

Have a field you just “have to have”?  Talk to your implementer!


KBA-01647; Last updated: May 4, 2019 at 16:46 pm ; green text = new

Keywords: ProjectDocsByType