Skip to main content

XTM Cloud 13.5

Customizable columns in the Project list

You can choose which data you want to display in the Project list and the sequence in which the columns are displayed. In addition to standard columns, you can also display data from any project custom fields that your Administrator has created in your XTM Cloud instance (for details, see Project Custom Fields).

When you sort the columns, XTM Cloud saves the new sorting sequence. It displays the data in that sequence in the same session and after you log in again.

One example of the standard columns is the Expand/Collapse rows column. Use it to expand or collapse the relevant rows in the Project list tab screen:

  • To expand the selected row to see the full project information, select the chevron down icon angle-down-solid.png in the relevant project row.

  • To expand all rows, select the chevron down icon angle-down-solid.png in the table header.

  • To collapse the selected row to see only the preview of the project information, select the chevron up icon angle-up-solid.png in the relevant project row.

  • To collapse all rows, select the chevron up icon angle-up-solid.png in the table header.

    XTM Cloud saves and displays the latest setting for this column in the same session and after you log in again.

    Note

    By default, the Expand/Collapse rows column is available for all Project Managers. To make it available for your Limited Project Managers, contact XTM Support:

    To request support

    Visit our Support Portal.

Other examples of standard columns:

  • The minimum and maximum due dates.

  • Updated source files.

  • Updated due dates.

  • Remaining WWC (Remaining Total Weighted Word Count).

  • Total WWC (Total Weighted Word Count).

To manage customizable columns in the Project list:
  1. Select Projects > Project list.

  2. Select any of the tabs, because settings made on one of them apply to all:

    • Simple search.

    • Advanced search.

    • Actions.

  3. In the selected tab screen, on the right-hand side, select the Columns button.

    Result: A popup is displayed.

  4. In the popup Columns tab screen, you can:

    • display columns in the Project list. To do so, select the checkboxes next to the relevant columns.

    • hide columns in the Project list. To do so, deselect the checkboxes next to the relevant columns.

    • change the column sequence in the Project list. To do so, select the grip dots icon grip_vertical_brand_refreshed.svg. Then, drag the column's name and drop it in the required position.

    Note

    The comment icon comment-dots-light.svg on the right-hand side of the popup Columns tab screen indicates that this information is already displayed in the tooltip. You can display it when you hover over the info icon circle-info-icon-regular-blue.png on the right-hand side of the screen.

  5. In the popup Tooltip tab screen, you can select the information that you want to see when you hover over the project info icon circle-info-icon-regular-blue.png on the right-hand side of the screen. You can:

    • display information in the tooltip, in the Project list. To do so, select the checkboxes next to the relevant labels.

    • hide information in the tooltip, in the Project list. To do so, deselect the checkboxes next to the relevant label.

    • change the information sequence in the tooltip, in the Project list. To do so, select the grip dots icon grip_vertical_brand_refreshed.svg. Then, drag the relevant label and drop it in the required position.

    Note

    The table icon table-columns-regular.svg on the right-hand side of the popup Tooltip tab screen indicates that this information is already displayed as a column, in the Project list.

  6. At the bottom of the popup, select Save.