Using Tables

This topic provides information about the actions you can perform on tables.

This task shows you how to:

Move Columns

You can move columns to display them in the order you want.

On a table, drag the column header of the column you want to move and drop it where you want it to be.

The column is moved and the widget saves this new column order.

Note: The table always displays the column order you defined instead of the default order, including when you leave and return to the page that contains this table, or when you share your Project Intelligence widget.

Hide or Show Columns

You can choose which columns to display on a table. This feature is especially useful on mobile devices as their screen sizes can make reading large tables difficult.

  1. On a table, click Actions... > Configure columns.

    Notes: Note that this feature is not available on See Underlying Data panes.

  2. From the list of columns that appeared, select/unselect the check boxes corresponding to the columns you want to display/hide.

Freeze Columns

You can freeze columns to keep them visible while you scroll a table.

  1. On a table, click Fixed columns
  2. Enter the number of columns you need to freeze.
    Freezed columns are still visible when you scroll.

Using the Overview Page's Table

This topic provides information about additional actions you can perform on the table that the Overview page displays.

  1. Open the Overview page.
  2. Optional: On the table, do any of the following:

    Action Description
    Select a property from the Group by menu. Groups projects by the selected property.

    Available properties are: Program, Owner, Maturity, and Classification.

    By default, projects are grouped by Program.

    Note: The widget saves your Group by selection. This means that projects are always grouped by the property you selected instead of the default property, including when you leave and return to the Overview page, or when you share your Project Intelligence widget.
    Click or on a column header. Applies an ascending or a descending sort to the column content.
    Click or on a section. Expands or collapses the section within which projects have been grouped according to the selected Group by property.
    Drag a project's Drag this item to another widget... command from the Project name column to another widget of your dashboard. The project is used by the 3DEXPERIENCE widget you dragged it to. Note that compatible widgets depend on your 3DEXPERIENCE configuration and roles.
    Click any row to open a project's details. On the details pane, you can: Opens a pane with the details of the corresponding project. On this pane, you can:
    • Click to open the Risk Analysis page with a filter corresponding to this project.
    • Click to open the Master Schedule page with a filter corresponding to this project.
    • Click to open the Project Deliverables Page page with a filter corresponding to this project.
    • Click to open the Resource Workload page with a filter corresponding to this project.
    • Click to open the Project Assessment page with a filter corresponding to this project.
    • Click to open the Task Allocation Assessment page with a filter corresponding to this project.
    • Click to close the details pane.
    • Maximize any table by clicking Actions... > Maximize.
    • Hide the columns of any table by clicking Actions... > Configure columns.