Configuring Custom Columns
To configure custom columns:
- From Setup, view the field sets on the object that corresponds to the interface you want to modify. For example:
- Contact object: Resource Planner
- Project object: Project Planner
- Project Task object: Project Task Gantt.
- On the Resource Planner Columns, Project Planner Columns, or Gantt Custom Columns field sets, click Edit.
- Add or remove the fields you want to make available as columns on the interface by dragging fields in and out of the
In the Field Set container. You can add any field from the Available for the Field Set container. You can also change the default order of columns.
- Click Save.
- Optionally, repeat steps 2–4 for the other columns field sets.
To change the default field set:
- From Setup, click Develop | Custom Settings.
- On the Planners - Project custom setting, click Manage and then Edit.
- In the Columns Field Set setting, enter the API name of a field set on the project object.
- Click Save.
- Repeat the preceding steps for the Planners - Resource and Project Task Gantt Settings custom settings. The field sets must exist on the contact and project task objects respectively.