Selecting Items from a List of Available Items

When the list of available projects, fields, columns, or values for a list, table, view, scorecard, or other entity is relatively long, follow these common steps to configure the fields or values you want. You can move the items you want from the available list to the selected list.

These steps apply in several areas of the application and you should be familiar with them. For example, perform these steps when selecting projects or templates in the Open Projects dialog box, when configuring the fields to display as columns in a table, on a detail tab in the Activity or EPS pages, or when assigning individual users to a user interview view.

To select projects, fields, columns, or values:

In the Available Items list, click an entry to select it. If arranged in a hierarchy, click  Expand to view the grouping of items. Hold down the Ctrl key as you click to select individual items or press the Shift key to extend your selection to an entire block of items including the first and last items you clicked.
Click Move Item Right or double-click each item to add them to the Selected Items list. This is the list of selected fields or values you want to appear in your customized list, table, view, scorecard, or other entity.
To remove items, select them in the Selected Items list and click Move Item Left or double-click them. If you need them again, the items are available in the list of available items.
In the Selected Items list, if applicable, adjust the order of appearance of your items:
1. Click Move Item Up to advance the item up or to the left in a table.
2. Click Move Item Down to advance the item down or to the right in a table.
If applicable, click Save, Save and Close or OK.

Tip

You can add new columns where you need them by first selecting a column in the Selected Columns list. When you add columns to the list, they will be added directly below the column you selected.
You can also directly click and drag columns in tables to configure their order of appearance.

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