Using the Columns Pane

You can use the Columns pane to select the columns to display in a view.

Note: If the Columns pane does not display when you open Workstream, select Columns in the Show/Hide Pages group on the Views ribbon to open it.

To edit the columns for your view, do the following:

1. Click Projects under Workstream on the Application Links tab in Dashboard.
2. Select the view for which you want to change the columns.
3. In the Columns pane, expand the sections in the Available Columns section to select from columns in that category. You can select up to ten client responsible staff, roles, milestone dates, or custom fields to display as columns.

   All fields that are filterable for a view can be used as a column.

   What columns are available under each heading for project views?

   Header	Available Filters
   Identifiers	Client ID Sub ID Client Sort Name Correspondence Name Project ID Project Name Type Type Name Template ID Template Name
   Status	Project Status File Holder Open Workstep On Hold On Hold Date Days Last File Holder Change Last Status Change
   General Information	Frequency Complexity Priority Project Office Business Unit Primary Service Type Working from Pool Method Notes Note: Office, business unit, and primary service type filters are only available if your firm has defined more than one of that item.
   Dates	Planned Start Planned Finish Actual Start Actual Finish FY Start Year Due Date Other milestone dates as set up by your firm
   Roles	Roles as set up by your firm
   Client Responsible Staff	Client responsible staff positions as set up by your firm
   Project Financials	Budget Hours Actual Hours
   Client Information	Acquired Date Year End Client Type Client Class Client Status
   Project Maintenance	Ready to Roll Rolled Forward On
   Custom Fields	As set up by your firm

   What columns are available under each heading for workstep views?

   Header	Available Filters
   Identifiers	Client ID Sub ID Client Sort Name Correspondence Name Project ID Project Name Workstep ID Workstep Name
   Status	Estimated Hours to Complete Completed Completed by Project Status Days
   General Information	Service Code ID Complexity Priority Service Code Name Method
   Dates	Planned Start Planned Finish Actual Start Actual Finish FY Start Year Other milestone dates as set up by your firm
   Roles	Roles as set up by your firm
   Client Responsible Staff	Client responsible staff positions as set up by your firm
   Workstep Financials	Budget Hours Actual Hours
   Client Information	Acquired Date Year End Client Type Client Class Client Status
   Assignments	Area of Expertise AOE Level Staff Position Assigned
   Custom Fields	Custom fields as set up by your firm

   What columns are available under each heading for form views?

   Header	Available Filters
   Identifiers	Client ID Sub ID Client Sort Name Correspondence Name Project ID Project Name Form ID Form Name
   Status	Project Status
   General Information	Office Note: The office filter is only available if your firm has defined more than one.
   Dates	Statutory Due Date Project Planned Start Project Planned Finish Project Actual Start Project Actual Finish Milestone dates as set up by your firm
   Forms	Extended Overridden Date Complete Agency Filing Method
   Roles	Roles as set up by your firm
   Client Responsible Staff	Client responsible staff positions as set up by your firm
   Client Information	Acquired Date Year End Client Type Client Class Client Status
   Custom Fields	Custom fields as set up by your firm

4. Select Save View > Save in the Manage group on the Views ribbon.

Note: To return the view to the default filters for the view, click Reset.

Once you have added columns to your view, you can reorder the columns. Select a column header and drag it horizontally until a blue line displays between two column headers. The blue line indicates the header can be dropped into a new location.