Page 48 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

2. Use CTRL+F and search “Project Grid”
3. Ensure Yes is selected
a. If it is not, select Yes and click Save
4. Next, Select Projects from the left-side navigation menu
5. Click the gear icon in the top-right grid header
6. In the Manage Columns window
a. Turn on/off columns in the Project Grid in the left column
b. Reorder columns by dragging and dropping to change the column order
7. Select Save
8. Hover over a column header and drag to a new position

NOTE: Depending on settings, you and your users can click and edit fields directly within
the grid

Part 2: Enable and allow editing to Staff Roles
1. Click the Administration button
a. Select Projects Administration
2. Open Project Grid Options from the Modify Project Field Display section at the top
of the page
3. Check the boxes for Grid-Enable and Grid-Edit next to the Staff Role(s) you want
permissioned
4. Select Save

Check your understanding

True or False
The Administrate Project Fields menu is used to customize fields and include or
exclude fields on Project forms.

Refer to Appendix A for answers to the Check Your Understanding questions.

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