Add a Table to a Form

Use tables to provide information about projects that are related to objects that forms run against.

To add a table to a form:

In the object selector, select a workspace.
In the sidebar, hover over  Workflows and Forms, and select Form Design.
On the Form Design page, select a form.
On the Form toolbar, select the  Table icon and drag it onto the form canvas. The Select Fields dialog appears.
On the Configuration tab, in the Grid Type list, select the kind of table you want to add.
Which types of tables are available depends on the Context Type value of the form.

Any form with a Context Type value of Project or Portfolio can include a Depends On or Supports table. These tables list projects that depend on or support the project that the form runs against or a highlighted project in a separate table in the form, depending on the Context value of the table and whether the form includes another table.

Portfolio forms can include Candidate Projects or Selected Projects tables. Candidate Projects tables list all projects available for inclusion in the scenario the form runs against. This includes all projects from the portfolio filter that have been included in the scenario. Projects marked Selected, Forced In, Forced Out, and Unselected appear in this list. Selected Projects tables list all projects marked Selected or Forced In in the scenario the form runs against.

An idea or project form can include an Evaluation Table. Evaluation tables present and collect scores for evaluation categories that help team members assess projects. For example, a project may have an evaluation category called Feasibility and a subcategory called Financial Risk. A form task performer can use an evaluation table in a form to view or set the value of this Financial Risk subcategory for the project that the form task runs against.

A project form can include a Cash Flow Table. A form task performer can use a cash flow table to view and set variations of information for up to 9 rows for the project that the form task runs against. Rows and Columns can be selected or deselected. The cash flow table allows for time distribution of cash flow data, as well as the ability to edit and view capital and expense data on projects where capital and expense breakdown is enabled. Dynamic rows from portfolio are not included.

Other types of forms can include tables that are more specific to their respective objects. For example, budget forms can include Budget Line Items tables. The table at the bottom of this topic shows which tables are available for each type of form.
(Portfolio forms only) In the Business Objects list, select the kind of data that you want the table to include.
If you want the table to include project-level data for each listed project, select Project.

If you want the table to include budgeting data associated with each listed project, select Portfolio Project.
In the Available list, select a column, and then select  Move Right to move it to the Selected list.
You can select and move multiple columns.

To change the position of a column in the table, select it in the Selected list, and then select  Move Up to move it left in the table or  Move Down to move it right in the table.
(Optional) If you want the grid to list objects based on filter criteria, select the Filters tab and specify the criteria.
In the Match list, select the filter criteria. In the Field list, select the field by which to filter the items that appear in the table. In the Operator list, select an operator. In the Value field, select or enter a value. To add or delete new filter criteria, select the  Context menu, and then select Add Above, Add Below, or Delete.
Select Select.
In the Form Editor, select the new grid.
In the Properties: Grid area, edit the grid properties.
Select Save.

Tips

You can add, delete, reposition, and resize grid columns in the Properties: Grid area, under the Columns heading.
To add columns, select  Add.
To delete a column, select the column, and then, under the Columns heading, select  Delete.
To change the position of a column, select it, and then select  Move Up or  Move Down.
To add or edit filters in the grid, select  Filters.
To change the width of a table, move your cursor to the left or right edge and drag it to the desired length.

This table shows which tables are available for each form context type:

Form Context Type	Available Tables
Budget	Budget Line Items
Budget Change	Budget Change Details
Budget Transfer	Budget Transfer Details
Changes	Change Estimates
Change Order	Line Items Schedule of Values
Commitment	Line Items Schedule of Values
Contract	Line Items Schedule of Values
Idea	Evaluation Table
Portfolio	Candidate Projects Selected Projects Depends on Supports Evaluation Table
Portfolio Project	Depends on Supports Evaluation Table
Potential Change Order	(No tables available)
Project	Depends On Supports Evaluation Table Cash Flow Table
Risk	(No tables available)
Submittal	(No tables available)

Last Published Tuesday, May 21, 2024