Table Basics

What are the different table types? What do these configurations actually look like?

Table of Contents

1. Introduction

2. Periodic Tables

3. Standard Tables

4. Task Tables

5. List View

6. Timeline View

7. Board View

8. Aggregated Totals

9. Chart View

10. Table View



To create a table you must first be in the Admin Settings > Tables > Create Table.

From there, you'll see four different table types.


  • This type of table is used when time phased data is required with the table items
  • Period Units can be set to month, quarter, and year

Example Configuration of a Periodic "Costs" Table

Remember fields need to be configured before you can create a table.

These configurations end up looking like this when implemented.

Note the table is in the Periodic view because of setting #4.

Using the toggle, the Details view looks like this (and reveals more information about each Cost).

Note the columns correspond with the Fields chosen (#9).

The Total and Grand Total columns are built in to periodic tables. They will update as you fill in more data in the periodic fields. The Total column will calculate based on a single selected year (2021 shown) whereas the Grand Total column will calculate across years (costs of 2021+2022+...)

Numeric fields are not dynamic in the Details view. Aggregate tables should be used in order to do calculations beyond built in Totals.

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  • This type of table is used when a list type table is required

Example Configuration of a Standard "Risks" Table

In order to get "Enable Board View" as an option you must have "Appear on Personal Page" as a chosen field.

These admin configurations result in a table that looks like this.

The Board view can be accessed by hitting the Board tab (#3). This will result in a different view of the data in the table.

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  • This table will include the default system fields required on the Task table
    This type of table is used to capture tasks, this includes a timeline view with a Gantt

All Projects need a Task table in order to set task start and end dates. If you haven't set any tasks yet, the start and end dates will be greyed out until you do.

NOTE: If you have input data into the task table and these fields remain greyed-out, please check that you have 'Use for Project Roll-up' enabled within the table configuration.  Please contact if this issue persists.

Example Configuration of a Task "Schedule" Table

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List View

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The Timeline View

This view allows a more visual picture of the tasks. 

This view also allows linking tasks by clicking and dragging from one task end to another. (This is the same as creating a sub-task by indenting in the List view.)

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The Board View

This view turns each task into an interactable card. Drag it side to side to set to "In Progress" or "Done."

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Aggregated Totals

Example Configuration of an Aggregated "ROI" Table

Selections for #3 will determine which tables are available for calculations (#7) and comparisons. In this case the calculated value is Net Gains = Financial Benefits - Costs - Financial Disbenefits.

Calculated rows are dependent on the tables chosen in #3. Net Gains will only be calculated based as data is filled out for the Financial Benefits table, Costs table, and Financial Disbenefits table.

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The Chart Views

The comparison view allows you to see the data for the tables you chose in #3 (above).

Comparison - Line Graph View

Comparison - Bar Chart View

Hit the Calculator icon to visualize your data. From there you can choose between a line or bar graph.

Calculated - Line Graph View

Calculated - Bar Graph View

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The Table View

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