Question:
How can I change the columns and labels that appear on the document list for Budgets on the Project Dashboard? We are using Power UX.
Answer:
You can configure the document list for any Doc type so that all your projects on your site show the columns that you want. It is far easier to configure the columns in the document list in Power UX than it was in the Classic UI (which required changes in the UI Configuration tool). If you have the proper permission (SYS | Site Configuration (RU)), you can also change column labels and make all changes apply to everyone’s projects. Changes made through site settings apply to the Classic UI also.
To configure the document list in Power UX:
- Go to a Project Dashboard. Since the changes you make will apply to all your projects for that Doc type, the project you go to does not matter.
- Filter on the Doc type.
- Click the gear icon to bring up the Doc List Columns Settings window.
- If you want to make a change to an existing column, first filter by the checkbox column, selecting true. This will make it easier to find the column(s) you want to change.
- If you want to remove a column, uncheck the checkbox for it.
- If you have permission to save site settings and want to change a label, go to the existing label, double-click on it and then change it to something else.
- If you want to add a column, do not filter on true (for visibility). You can remove the filter by clicking the “remove filters” icon. Then scroll through the list until you find the column that you want to add and check the checkbox.
- If you have permission to save site settings and want your changes to apply to everyone’s projects, click the “Save as default Site Settings” icon.
- Close the Doc List Columns Settings window and see your changes.
KBA-01895; Last updated: November 25, 2025 at 9:13 am