Box columns

You can customize available fields in all box columns in the Box Columns section of the home root box. Changes have to be made in the home (root) box. All listed fields are available in all boxes in BigPicture. 

Home (root) box

On the screen, you see the list of fields that can be added to an Overview column view:

• Predefined BigPicture fields → Are always available and can't be removed

• Manually added fields → Additional fields manually added by a user

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Custom fields - use examples

• String

  • Priority

  • Health status

  • Department

  • Category

  • Company name

• Number

  • Planned Value

  • Earned Value

  • Actual Cost of Work Performed

  • Estimate At Completion

  • Estimate To Complete (more details on budget management);

• Estimation

  • Similar to examples from Numer data type, but expressed in time units (hours, days, weeks)

  • Capacity of Resources assigned to a project

  • Capacity of Resources planned to be assigned to a project in the future, etc.

• Date

  • Project deadline

  • Baseline start date of a project

  • Baseline end date of a project

• Select

  • Priority

  • Strategic goal

Add new custom fields

To add a new custom field to the list of available fields:

1. Click the + icon.

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2. Then, add the Field name, select the Field type.

3. To save, click the tick icon.

4. A newly created custom field appears in the list of all fields.

Select data type

The Select data type in the custom columns on the Overview module is a useful tool for prioritizing and categorizing projects. It enables giving boxes labels that describe their, e.g., priority, criticality for business, contribution to strategic goals, etc., in the portfolio. These labels can be further used for filtering boxes.

To enhance the fast scanning of the box structure, you can assign colors to field options.

To add a new custom field to the list of available fields:

1. Click the + icon.

2. Add the Field name and set the field type to Select.

3. Next, enter Field options and define colors.

4. To save, click the tick icon.

5. A newly created custom field appears in the list of all fields.

Delete custom fields

To delete a field:

1. Click the Delete icon on the right.

2. To confirm, click Delete.