When configuring Project Status Report lists with additional columns you may want to include these columns in Project Status Report Cache reports. This topic explains the steps on how to do this.
Note: You need to be a Site Collection Administrator or a member of the BrightWork Cache Administrators group with full control to perform this task.
Before you begin it is assumed you have added columns to SharePoint lists.
First, you need to add a column to the Project Status Report Cache list. This list is hidden to prevent accidental editing. The only time you typically need to access it is when you need to add columns or to add a view.
Navigate to the site collection home page, paste 'bwPSRCache' after the site name and click Enter on your keyboard to open the hidden Project Status Report Cache list. For example the URL should be something like:
Use the same column type in the Project Status Report Cache as the source list. For example; if the column is a Date and Time column in the list, create a Date and Time column in the Project Status Report Cache.
If you are adding a choice column to the Project Status Report Cache list, we recommend the default value is left blank.
We do not recommend adding Site Columns to the Project Status Report Cache list.
The name you use to add the column to the Project Status Report Cache list doesn't really matter as you will be mapping it in the next step; however, we recommend the same or a similar name to make the mapping maintenance process easier. Also, we recommend not including a space in the name to avoid SharePoint encoding the space.
Note: When mapping columns of the same type to the Project Status Report Cache, there are two exceptions:
Note: We recommend using SharePoint Designer 2013 and having some experience with XML would be an advantage.
Next, you must update the global PSRCacheGlobalSettings.xml mapping file. This file maps columns from the supported lists to Project Status Report Cache columns.
Add an XML tag to the appropriate list template, for example:
<Field target="YourWorkCacheColumn" source="YourListColumn" />
The Project Status Report Cache list supports the addition of calculated columns. You do not need to add these columns to the ProjectStatusReportCacheGlobalSettings.xml file.
The PSRCacheGlobalSettings.xml is for specifying global mappings in a BrightWork site collection. Every site also has its own PSRCacheSettings.xml file.
If the column you want to map has a different internal name in a certain site (for example, one project template uses a column called Organization and the rest use a column called Department), update the local PSRCacheSettings.xml with the appropriate mapping information and it will override the global setting specified in the top level PSRCacheGlobalSettings.xml file.
Changes to the PSRCacheSettings.xml file are automatically included in Design Sync. This means that changes to this file should be made in the Template and synced, if Design Sync is being used.