A simple and most common questions asked are if we can add more columns to the Schedule view in D365 Project Service Automation v3. Well, yes! And it’s pretty simple too.
So, out-of-the-box, this is what you see on the Schedule view
Adding Field to the Schedule Control
- PSA v3 out-of-the-box has all these custom controls put up on the Project form. So for Schedule, the custom control used is cc_ProjectTaskControl –
- Now, notice that the CC_ProjectTaskControl uses AdditionalColumns in the Property as seen in the screenshot above. Let’s go to that View in D365.
So, under Project Task entity, look for the AdditionaColumns view –
- Let’s say you have a custom field called Task Code that you want to add to the view, add it like you would add to any other view in Dynamics CRM.
- And alongside Category, you’ll see your extra field. Publish the changes.
Field on Schedule
Now, by default, the field will appear in the Schedule View – However, if it doesn’t render correctly, try refreshing the page once more –
Glitch I found
Once I manually hid the extra column I added, I could see the it should go to the Add Column column, the last one. However, I see that it doesn’t render the name of the column you added correctly and shows something like this –
Additionally, if you hide the column and refresh the page again, it doesn’t save the last state as it. It’ll show your column again, and in compressed form
Hope this quick tip helps!!
[…] Additional columns in PSA v3 Schedule view […]
LikeLike
Thanks for this..very useful. Question: is there a limit to the number of columns you can add? I tried 2 but only the first one appeared. It just ignored the second one.
LikeLike
Thanks Visepro! There’s no limit as such. But as I mentioned in the post, only 1 gets rendered correctly. I was told this is a known issue.
LikeLike
[…] Additional columns in PSA v3 Schedule view […]
LikeLike
I try to create a lookup field as an additional column ins PSA Schedule view. Whatever I do, it is not shown in the Schedule view. Any succestions?
LikeLike
I don’t think all types of fields are suggested. Try copying the name of the Lookup in a Text field, also this field will needed to be added every time. Somehow it’s not a clean solution as I mentioned.
LikeLike
Thank you very much for this quick answer. I will use a text field and copy the information into it.
LikeLike
Thanks Rolf, I too wish it was easier. Hope my post was helpful. 🙂
LikeLiked by 1 person
i try to add a text field called “Remark” in the additional column view. it shows in the schedule view. But when i update the value in the “Remark” fields, after refresh, the value is gone. That means i cannot update value in “Remark” field.
LikeLike
Hi Claire, Yes. Unfortunately, it isn’t a reliable customization. Hence, I mentioned the same in last section. It removes the entire column and hence, isn’t a reliable config. I use it to quickly refer to a custom column myself.
LikeLike
Hi Tried to implement this for my project, as per requirement but should not be used.
Found in MS partner yammer discussion (response by Microsoft). “Thanks for bringing this to our attention. This is a bug and not an experience we plan to support on the near term backlog.”
LikeLike
Correct. I had a word too on Yammer and was told by PSA Product Team that there will be no further investments on this. However, a quick feature if you want to glance at a field on the Schedule view. I wouldn’t recommend using this personally as it is not consistent.
LikeLike
That’s hard now! I need to achieve this, can you share any workaround for same? Can MS support help here?
LikeLike
I don’t think MS Support would help since PSA is going away and Proj Ops is the new product. I haven’t tried yet. I’ll update this post once I’m able to try it out
LikeLike