kanbanworkflowstimelinescrumrubyroadmapproject-planningproject-managementopenprojectangularissue-trackerifcgantt-chartganttbug-trackerboardsbcf
You can not select more than 25 topics
Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
133 lines
5.9 KiB
133 lines
5.9 KiB
5 years ago
|
---
|
||
|
title: Work packages table configuration
|
||
|
description: How to configure the work package table in OpenProject?
|
||
|
robots: index, follow
|
||
|
keywords: work packages table configuration
|
||
|
---
|
||
|
|
||
|
# Work package table configuration
|
||
|
|
||
|
You can configure the work package table view in OpenProject to display the information that you need in the list.
|
||
|
|
||
|
You can change the header in the table and add or remove columns, filter and group work packages or sort them according to a specific criteria. Save the view to have it available directly from your project menu.
|
||
|
|
||
|
Also, you can change between a flat list view and a hierarchy view.
|
||
|
|
||
|
To open the work package table configuration, open the **Settings** icon with the three dots at the top right of the work package table.
|
||
|
|
||
|
![configure-work-package-table](configure-work-package-table.png)
|
||
|
|
||
|
| Feature | Documentation for |
|
||
|
| ------------------------------------------------------------ | ------------------------------------------------------------ |
|
||
|
| [Add or remove columns](#add-or-remove-columns-in-the-work-package-table) | How to add or remove columns in the work package table? |
|
||
|
| [Filter work packages](#filter-work-packages) | How to filter in the work package list? |
|
||
|
| [Sort the work package list](#sort-the-work-package-list) | How to sort within the work package list? |
|
||
|
| [Display settings](#how-to-switch-from-flat-list-to-hierarchy-mode?) | How to switch from flat list to hierarchy mode in the work pacakge list? |
|
||
|
| [Attribute highlighting (Enterprise Feature)](#attribute-highlighting-(Enterprise-Feature)) | How to highlight certain attributes in the work package list? |
|
||
|
|
||
|
## Add or remove columns in the work package table
|
||
|
|
||
|
To configure the view of the work package table and have different attributes displayed in the list you can add or remove columns in the work package list.
|
||
|
|
||
|
First, [open the work package table configuration](#work-package-table-configuration).
|
||
|
|
||
|
In the pop-up window, choose the tab **Columns**.
|
||
|
|
||
|
You can add columns by typing the name of the attribute which you would like to add.
|
||
|
|
||
|
You can remove columns by clicking the **x** icon.
|
||
|
|
||
|
You order the attributes in the list with drag and drop.
|
||
|
|
||
|
![columns](1566395294543.png)
|
||
|
|
||
|
Clicking the **Apply** button will save your changes and adapt the table according to your configuration.
|
||
|
|
||
|
![columns](1566395078197.png)
|
||
|
|
||
|
## Filter work packages
|
||
|
|
||
|
In the work package list there will soon be quite a lot of work packages in a project. To filter the work packages in the list, click on the **Filter** button on top of the work packages view. The number next to it tells you how many filter criteria you have applied to a list.
|
||
|
|
||
|
In this example 1 filter criteria: Status = open.
|
||
|
|
||
|
![filter-work-packages](filter-work-packages.png)
|
||
|
|
||
|
To add a filter criteria, click the **+ Add filter:** button in the grey filter area. You can choose a filter criteria from the drop-down list or start typing to search for a criteria.
|
||
|
|
||
|
![add-filter](add-filter.png)
|
||
|
|
||
|
You can add as many filter criteria as needed.
|
||
|
Also, you can filter by [custom fields](./system-admin-guide/#custom-fields) if you set this in the custom field configuration.
|
||
|
|
||
|
If you want to search by subject of a work package, type in the **Filter by text** the expression you want to filter for.
|
||
|
|
||
|
The results will be displayed accordingly in the work package list.
|
||
|
|
||
|
![filter-text](filter-text.png)
|
||
|
|
||
|
## Sort the work package list
|
||
|
|
||
|
By default, the work package list will be sorted by work package ID.
|
||
|
|
||
|
<div class="glossary">
|
||
|
The **ID** is unique for a work package within OpenProject. It will be set automatically from the system. With the ID you can reference to one specific work package in OpenProject.
|
||
|
|
||
|
</div>
|
||
|
|
||
|
To sort the work package list view, open the [work package table configuration](#work-package-table-configuration) and select the tab **Sort by**. You can sort by up to three attributes, either ascending or descending.
|
||
|
|
||
|
![1566396586476](1566396586476.png)
|
||
|
|
||
|
Click the blue **Apply** button will save your changes and display the results accordingly in the list view.
|
||
|
|
||
|
![sort-work-packages](sort-work-packages.png)
|
||
|
|
||
|
<div class="notice">
|
||
|
|
||
|
**Note**: If you have the hierarchy mode activated, all filtered table results will be augmented with their ancestors. Hierarchies can be expanded and collapsed.
|
||
|
|
||
|
</div>
|
||
|
|
||
|
Therefore, the results may differ if you sort in a flat list or in a hierarchy mode.
|
||
|
|
||
|
The same filter applied in the hierarchy mode.
|
||
|
|
||
|
![sort-hierarchy-mode](sort-hierarchy-mode.png)
|
||
|
|
||
|
## How to switch from flat list to hierarchy mode?
|
||
|
|
||
|
You have three different options to display results in the work package list.
|
||
|
|
||
|
* **A flast list** (default), which contains all work packages in a list no matter how their parent-child-relation is.
|
||
|
* A **Hierarchy**, which will display the filtered results within the parent-child-relation.
|
||
|
* **Group by** will group the list according to a defined attribute.
|
||
|
|
||
|
You have to choose either option when displaying work packages in the list.
|
||
|
|
||
|
To switch between the different criteria, open the [work packag table configuration](#work-package-table-configuration) and open the tab **Display settings**. Choose how to display the work packages in the list and click the blue **Apply** button.
|
||
|
|
||
|
![display-settings](1566397517070.png)
|
||
|
|
||
|
## Attribute highlighting (Enterprise Feature)
|
||
|
|
||
|
You can highlight attributes in the work package list to emphasize the importance of certain attributes and have important topics at one sight.
|
||
|
|
||
|
The following attributes can be highlighted in the list:
|
||
|
|
||
|
* Priority
|
||
|
* Status
|
||
|
* Finish date
|
||
|
|
||
|
Either ![attribute-highlighting](attribute-highlighting.png)
|
||
|
|
||
|
Furthermore, you can highlight the entire row by an attribute.
|
||
|
|
||
|
The following attributes can be highlighted as a complete row:
|
||
|
|
||
|
* Priority
|
||
|
* Status
|
||
|
|
||
|
![highlight-priority](1566399038768.png)
|
||
|
|
||
|
You can configure the colors for attribute highlighting in the [system administration](./system-admin-guide/#status-colors).
|