Page Display Options

From many, many places within Project Insight, you will have the opportunity to choose your display preferences. Using the Display Options icon will open a selector appropriate to the section where you are located within Project Insight.

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Below is an example selector from the Task List view.

Once you have changed the column display options to meet your preferences, you may save it as one of your Quick Selections. Additionally, administrators may save column display options as global (all users) Quick Selections.

Note: All column display options set on a project task list, project Gantt chart and folder are retained as personal selections for you, the individual user, on this particular project or folder. These selections do not change the display for any other projects or folders, nor do they change the display for any other users on this project or folder. The latest display options chosen by you are retained for each visit until such time that you actively change the Display Options.

Using the Column Display Options Functions

Functions within the Column Display Options fall into the following categories:
  • Column list vertical sizing for the Available Columns and Selected Columns list boxes
  • Display selections (which columns display versus which columns do not display)
  • Column display order from left to right
  • Column properties (width and text wrap)
  • Quick Selection save
  • Gantt chart specific options
  • Folder specific options
  • Freeze Header to lock the column labels while vertically scrolling the data content.
  • Split Table to separate column sections for separate horizontal scrolling.

Column List Vertical Sizing

 is used to expand (lengthen) the vertical sizing of the lists for the Available and Selected Columns list boxes.

 is used to collapse (shorten) the vertical sizing of the lists for the Available and Selected Columns list boxes.

This allows a user to view more column selections in the display without having to scroll.

Display Selections

Add to the Selected Columns from the Available Columns.

Remove from the Selected Columns to the Available Columns.

To choose the location within which the column will appear in the Selected Columns, highlight the Selected Column to insert the newly selected Available Columns in front of prior to clicking the Add command. This will insert the Available Columns into the desired location. Further display location changes can be made using the column display order.

Column Display Order

The order of the columns in the Selected Columns list box determines the display order in the list. Top-bottom order in the list box equals left-right order in the display. Changes to the display order can be made one at a time or in multiples. For multiple select is use of the left mouse click while holding either the Ctrl key (independently select each column to display) or the Shift key (select a range of columns to display). Once column selections are highlighted within the Selected Columns list box, the column display order can be changed using the following functions.

Moves the selected column or columns incrementally up in the list box, left in the display.

Moves the selected column or columns incrementally down in the list box, right in the display.

Column Properties

Column width and text wrap properties can be set on one or more columns in the Selected Columns list box. Select the column or columns to apply the property values to, check the Wrap Text checkbox and/or enter a numeric value in the pixels wide box to make the desired changes. Alternatively, it may be easier to set the column width using the drag and drop functions on the display for a better visual indicator as to the preferred column width. The text wrap property will force the displayed column to increase the respective vertical row sizing if the data in the column is too long to fit in a single line of display for the current column width setting.

Quick Selection Save

Saving a Quick Selection allows each user to build a list of column selections based on their own preferences. The image below is a representation of the interface used by a Project Insight administrator to save a column selection to the Quick Selection list. As an administrator, the additional options to save the selection as a global selection or default selection are available.

When saving a default selection, it will not replace the system default selection named "Default." It is best to name a default selection with a unique name, such as "[your company] Default" to distinguish it from the original system assigned default for future reference. A new default applies to all users, but it is important to remember that not all users have access to all columns. For example, you could save a task list default with the task add/edit icons (Admin Options) in the left column and that column will only display based on the user's assignment privileges to the project. A project manager on the project will see the administrative functions in the left column and a resource will not.

Gantt Chart Specific Options

Gantt chart displays have additional settings to control the range of dates displayed and the scale to chart within the chosen date range. More information for these settings may be found in Understanding Gantt Charts.

Folder Specific Options

Folder display options differ in that they have different available columns, no vertical width setting and they offer administrators a View Hidden Items option to see items they do not have permission settings to see and to grant themselves full control of those hidden items.

Data Row Display Order by Column Heading

Column headings with hyperlinks may be used for sorting the display data in ascending or descending order by clicking the hyperlinked column heading. Ascending or descending order will be indicated by the up or down arrow in the primary sorting column. Changing the primary sort column will move the previously selected sort order for other columns into secondary and tertiary sorting columns respectively.

Freeze Header and Split Table Options

You may choose not to scroll the table header so that it remains in place for your column references as you scroll down a large number of rows in your resulting list. The split table must be activated using the selection from the drop-down to "Freeze Header and Split Table," or can alternatively be activated using the selector invoked using a right-click option from within the column header. Select the "Freeze Header and Left Panes" option on the column which you would like to use as your last column on the left for the split action.

Show Baseline as Separate Row

Baseline data may be displayed in parallel with current data as a row underneath the current project data in task lists, task reports and project reports. Alternatively, baseline data may be displayed as columns by selectively choosing which baseline columns to display from the available columns box.
Online 11/2/2016