Here’s a summary of what all Custom Controls are used in the out-of-the-box PSA v3 Project form. I strongly recommend not changing the existing controls/views.
However, if you accidentally delete any Tab/View, this post will help you get it back! 🙂
Project Task View
Project Task uses AdditionalColumns as the Default View from entity Project Tasks (Project)
and the Control used is CC_ProjectTaskControl and note that the CC_TrackingView is CC_ProjectTaskControl_NotTracking, you’ll see a different CC_TrackingView used later below.
Resource Assignments View
Resource Assignment uses Active Estimates as the Default View from entity Project Tasks (Project)
And uses CC_ViewType as CC_EstimatesGridControl_AssignmentView
Resource Reconciliation View
Resource Reconciliation View also uses the same Active Estimates View as in Resource Assignments
but uses CC_ReconciliationControl for the control
Estimates View
Again, Estimates View uses the same Estimates view as mentioned in the Reconciliation View and Resource Assignments View above.
Also, it uses the same CC_EstimatedGridControl but the CC_ViewType is CC_EstimatesGridControl_FinancialView
Tracking View
Tracking View uses the All Project Tasks as the Default View
It uses the same CC_ProjectTaskControl as used in the Project Task view but CC_TrackingView here is CC_ProjectTaskControl_Tracking
Expense Estimates View
Again, Expense Estimates View uses the same Estimates view as mentioned in the Reconciliation View, Resource Assignments View & Estimates view above.
But the CC_ViewType used is CC_EstimatesGridControl_ExpenseView
Hope this summarizes and helps you build your custom form quicker.
[…] PSA v3 View Custom Controls used on Project form […]
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[…] PSA v3 View Custom Controls used on Project form […]
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