Customize your project table view

Customize your project view to focus on the information that matters most by adjusting visible columns, layout, and display order.

📝Overview

Purpose

Personalize how project information is displayed to highlight details most relevant to you

Who is this for

PMOs, Stakeholders, and Managers monitoring project status and details
Users who want to adjust how data appears in Projects module

Pre‑requisites

Existing projects in the platform

Permissions required

View access to Projects

📹Demo walkthrough

💭How‑to guide

Step 1: Open the customize panel

Navigate to the Projects module from the side navigation bar. On the Projects module, click on the Customize button on the upper right corner to open the customization panel

Step 2: Configure your columns

Once the customization panel appears, you can adjust how columns appear in the projects table, taking note, changes reflect instantly:

Pin columns – drag a field into the Pinned columns area to keep it fixed on the left side of the table, similar to Freeze Panes in Excel, so it remains visible while scrolling
Hide or unhide columns – control which project fields are visible in the table using the 👁 icon

💡 Note: Hidden columns are also removed from filter criteria, so you will not be able to filter by that field unless it is visible

Rearrange column order – drag fields to change the order in which columns appear in the table

Step 3: Save changes to the current tab

Changes made in the customization panel are temporary until you update the current tab view.

To save the configuration:

Click on Save Changes
Select update current tab to store the new layout

💡 Note: You can also save the configuration as a new tab instead of updating the current one. See Manage customized Project tabs for more details.