The List displays project and program data in a clear grid view. You can use it, for example, to quickly identify projects and programs that need action before your next meeting. In the articles Editing Projects in the List (View) and Editing Programs in the List (View), you will learn how to edit specific projects details directly in the view.

• Where to Find
• How to Configure
  • Filter Your Projects
  • Configure Your View
  • Sort Your Projects
  • Save Your Configuration as a Custom View
  • Exporting the List

Where to Find

In the left sidebar, click List to open the view:

Switch between the Projects and Programs views with a single click using the corresponding buttons:

Control which projects or programs are shown by selecting a Date Range, Portfolio or Scenario in the black header bar at the top of your screen.

The list displays all projects or programs and their details that correspond to the selected custom view.

The allocation unit is inherited from whatever setting is saved in the custom Portfolio Designer view.

Toolbar

In the toolbar, you can add projects or programs, search for names or keys, create filters, configure the columns for your view, or save an Excel file of your view. 

Information Panel

Click one of the icons in the right sidebar to open the Information Panel. When you select a project, you can find its Overview, Change Log, Comments, and Jira details there. For programs, the Information Panel provides access to the Program Overview, Comments, and Program Change Log.

How to Configure

Filter Your Projects and Programs

To filter the List for projects or programs with certain values, click Filter:

You can select from the following fields:

• All custom project and program fields of the Single-select type, e.g., Status
• All custom project and program fields of the Multi-select type
• All custom fields of the Checkbox type, e.g., Need for Decision
• All custom project and program fields of the Resource type, e.g., Deputy Project Manager
• Top level OBS units, e.g., department
• Project Manager (only for projects)
• Program Manager (only for programs)
• Goal
• Rank Category
• Project Type (only for projects)
• Connected Tool (only for projects)
• Deviation Status Compared to Connected Tool (only for projects)

You can use several filters at the same time to further limit the results. Learn more in the Ad-Hoc Project Filter article.

Configure Your View

Click Configure Columns on the top left to open a dialog to choose which columns you want to see and in which order.

When adding columns, you can choose from the following:

• All project fields for which you have at least read-only rights (system fields and custom project fields)
• All program fields for which you have at least read-only rights (system fields and custom program fields)
• Financial Key Indicators (e.g., Planned Benefit, Planned Costs), displayed in the currency set in the left Sidebar under Manage > AdvancedProPremium
• All Actuals key figures from this listProPremium
• Financial key figures from this listProPremium
• Top level OBS units
• Program (only for projects)
• Last Changed
• Percentage of Completion (only for projects)
• Project Type (only for projects)
• Connected Tools Data (only for projects)
• Last Booking Date

You need to select at least one field as a column to be able to save the configuration. You can adapt the width of the columns by using drag and drop.

You can also change the order of the columns by dragging and dropping them in your preferred order.

Milestones and financial events are not available in the List.

Sort Your Projects and Programs

Click on a column's name to sort your projects or programs. Columns such as the project or program name are sorted alphanumerically. Columns containing details from project and program fields of the single-select and multi-select type (such as Stage Gate) are sorted by the order of their options. Administrators manage these values under Manage > Custom Project Fields.

Save Your Configuration as a Custom View

You can save every configuration of the List as a Custom View. Click the custom view name next to the title List to select a different view or add a new view. To edit the view name or delete the view, click the three dots next to the view name. Depending on your user rights, you can also define access rights to the view for users and user groups.
Learn more in the Custom Views article.

Exporting the List

If you have the Export Data user right, you can export your configured List by clicking Export to Excel in the toolbar.

If you export the field Last Changed, it may be that the time of the last change is missing from the Excel file. To fix this, configure the date and time settings in your Excel program to show both the date and the time.