Table settings columns
EMDESK provides four main data table views: Workplan, Participants, Budget, and Expenses. Each table offers a rich set of columns that you can show, hide, and reorder to suit your workflow.
This article documents every available column across all four views, including what each column displays, how calculated values are derived, and which columns are hidden by default.
How to show or hide columns
Click the Table Settings icon (gear icon) in the top-right corner of any table. In the sidebar that opens, drag columns between the Active Columns and Available Columns lists. You can also reorder active columns by dragging them into the desired position.
Legend: In the tables below, the Default column indicates whether a column is visible (Shown) or Hidden when you first open the table. The currency symbol (e.g. €) in column headers adapts to your project's configured currency.
1. Workplan Columns
The Workplan table shows your project's activities, milestones, deliverables, and events in a hierarchical tree structure. Activities can be nested, and many numeric columns aggregate values from child elements.
1.1 Identity & Structure
| Column |
Description |
Default |
| ID |
Unique identifier for this activity, milestone, or deliverable. Displayed with a colour indicator matching the Activity Type. |
Shown |
| Name |
Display name of the activity or event. |
Shown |
| Type |
Element type: Project, Activity, Milestone, Deliverable, or Event. |
Hidden |
| Level |
Depth in the hierarchy. Level 1 = top-level project, Level 2 = direct child activity, and so on. |
Hidden |
| Path |
Full hierarchy path from the root project to this element, separated by ». |
Hidden |
| Parent Activity |
The parent element in the hierarchy. Empty for top-level projects. |
Hidden |
| Sub-Items |
Child elements (activities, milestones, deliverables) nested under this activity. |
Hidden |
| Predecessors |
Activities that must complete before this one can start (dependency links). |
Hidden |
1.2 Scheduling
| Column |
Description |
Default |
| Start (month) |
Planned start as a project month (e.g. M01, M06). Only applicable to activities. |
Shown |
| Start |
Planned start as a calendar date, derived from the project start date and the project month. |
Shown |
| End (month) |
Planned end as a project month. Calculated as Start + Duration − 1. For events, shows the expected date as a project month. |
Shown |
| End |
Planned end as a calendar date. |
Shown |
| Duration |
Planned duration in months. |
Hidden |
| Actual Start |
Actual start date based on the most recent status updates. Shown with both the calendar date and the corresponding project month. |
Shown |
| Actual End |
Actual end date based on the most recent status updates. Shown with both the calendar date and the corresponding project month. |
Shown |
| Actual Duration |
Actual duration in months, derived from most recent status updates. |
Hidden |
| Delay |
Schedule deviation: Plan End minus Actual End. Shows On time, Delayed (negative), or Ends early (positive). Colour-coded for quick scanning. |
Hidden |
1.3 Status & Progress
| Column |
Description |
Default |
| Status |
Current status from the most recent status update. If no update exists or children have newer updates, calculated from children's status weighted by planned effort. Colour-coded. |
Shown |
| Completion |
Completion percentage from the most recent status update. If no update exists or children have newer updates, calculated from children's completion weighted by planned effort. Displayed as a progress ring. Colour coding: green = on schedule, orange = due soon, red = overdue. |
Shown |
| Priority |
Priority level from the most recent status update. Colour-coded. |
Hidden |
| Last Update Description |
Text description from the most recent status update. |
Hidden |
1.4 Participants & Assignees
| Column |
Description |
Default |
| Lead Participant |
Primary participant responsible for this activity. Displayed as the participant's short name. |
Shown |
| Lead Participant Name |
Full name of the lead participant. |
Hidden |
| Lead Participant 2 |
Second lead participant, if assigned. |
Hidden |
| Lead Participant 3 |
Third lead participant, if assigned. |
Hidden |
| Lead Participant Type |
Organisation type of the lead participant. |
Hidden |
| Further Participants |
Additional participants with a lead role in this activity. |
Hidden |
| Participants Involved |
Participants contributing to this activity without a lead role. |
Hidden |
| Assignees |
Individual users or groups assigned to this activity. Click to see contact details. |
Shown |
1.5 Costs & Budget
Cost columns aggregate values from all budget and expense entries linked to each activity and its children. Click a value to open the corresponding cost entries.
| Column |
Description |
Default |
| Budget (€) |
Total planned costs (direct + indirect) aggregated from all budget entries for this activity and its children. |
Shown |
| Expenses (€) |
Total actual costs (direct + indirect) aggregated from all expense entries for this activity and its children. |
Shown |
| Costs Variance (€) |
Budget minus Expenses. Positive = under budget, negative = over budget. |
Hidden |
| Costs Consumption (%) |
Percentage of budget spent. Calculated as Expenses ÷ Budget × 100. Displayed as a progress ring. |
Shown |
1.6 Funding
| Column |
Description |
Default |
| Plan Funding (€) |
Total planned funding aggregated from all budget entries for this activity and its children. |
Hidden |
| Actual Funding (€) |
Total actual funding aggregated from all expense entries for this activity and its children. |
Hidden |
| Funding Variance (€) |
Plan Funding minus Actual Funding. Positive = under plan, negative = over plan. |
Hidden |
| Funding Consumption (%) |
Percentage of planned funding used. Calculated as Actual Funding ÷ Plan Funding × 100. Displayed as a progress ring. |
Hidden |
1.7 Resources / Effort
Effort columns are available in three units: Person-Months (PM), Person-Days (PD), and Person-Hours (PH). Click a value to open the corresponding cost entries.
| Column |
Description |
Default |
| Plan (PM) |
Planned effort in person-months, aggregated from all budget entries for this activity and its children. |
Hidden |
| Plan (PD) |
Planned effort in person-days, aggregated from all budget entries for this activity and its children. |
Hidden |
| Plan (PH) |
Planned effort in person-hours, aggregated from all budget entries for this activity and its children. |
Hidden |
| Actual (PM) |
Actual effort in person-months, aggregated from all expense entries for this activity and its children. |
Hidden |
| Actual (PD) |
Actual effort in person-days, aggregated from all expense entries for this activity and its children. |
Hidden |
| Actual (PH) |
Actual effort in person-hours, aggregated from all expense entries for this activity and its children. |
Shown |
| Variance (PM) |
Plan minus Actual person-months. Positive = under plan, negative = over plan. |
Hidden |
| Variance (PD) |
Plan minus Actual person-days. Positive = under plan, negative = over plan. |
Hidden |
| Variance (PH) |
Plan minus Actual person-hours. Positive = under plan, negative = over plan. |
Hidden |
| Consumption % (PM) |
Percentage of planned person-months used. Actual PM ÷ Plan PM × 100. Displayed as a progress ring. |
Hidden |
| Consumption % (PD) |
Percentage of planned person-days used. Actual PD ÷ Plan PD × 100. Displayed as a progress ring. |
Hidden |
| Consumption % (PH) |
Percentage of planned person-hours used. Actual PH ÷ Plan PH × 100. Displayed as a progress ring. |
Hidden |
1.8 Share of Total
| Column |
Description |
Default |
| % of Total Budget |
This activity's budget as a share of the total project budget across all activities. Displayed as a progress ring. |
Hidden |
| % of Total Expenses |
This activity's expenses as a share of total project expenses across all activities. Displayed as a progress ring. |
Hidden |
1.9 Other
| Column |
Description |
Default |
| Activity Type |
Classification type assigned to this activity. Activity types can be configured under Customisation. |
Hidden |
| Tags |
User-defined tags assigned to this activity or event. |
Hidden |
| Description |
Full text description of the project, activity, or event. |
Hidden |
| Objectives |
Stated objectives for this project, activity, or event. |
Hidden |
| Last Update |
Date of the most recent modification. |
Hidden |
| Modified By |
User who made the most recent modification. |
Hidden |
| Imported date |
Date this entry was imported, if applicable. |
Hidden |
2. Participants Columns
The Participants table lists all project partners and organisations. Participants can be nested into a hierarchy (parent/child), and numeric columns aggregate values from child participants.
2.1 Identity
| Column |
Description |
Default |
| ID |
Unique identifier for this participant (e.g. P01, P02). |
Shown |
| Short |
Short name or abbreviation of the participant. |
Shown |
| Name |
Full display name of the participant organisation. |
Shown |
| Parent |
Parent element in the participant hierarchy. |
Hidden |
| Participant Type |
Classification type assigned to this participant (e.g. University, SME, Research Centre). Participant types are managed under Customisation. |
Shown |
2.2 Members & Activities
| Column |
Description |
Default |
| Members |
Project users assigned to this participant. Displays user avatars; searchable by name, email, phone. |
Shown |
| Activities |
Activities where this participant has a lead role (Lead Participant 1, 2, or 3). |
Shown |
| Column |
Description |
Default |
| Address 1 |
Primary street address. |
Hidden |
| Address 2 |
Secondary address line (building, floor, etc.). |
Hidden |
| Postal Code |
Postal or ZIP code. |
Hidden |
| City |
City name. |
Hidden |
| Country |
Country of the participant. |
Shown |
| Phone |
Phone number. |
Hidden |
| Fax |
Fax number. |
Hidden |
| Website |
Website URL. |
Hidden |
2.4 Description & Objectives
| Column |
Description |
Default |
| Description |
General description of the participant organisation. |
Hidden |
| Objective |
Content entered in the "Other" field for this participant. |
Hidden |
2.5 Personnel Cost Rates
These columns display the default personnel cost rate for each participant. If no default rate is set, the first configured rate is used. Values are blurred for users without edit permissions when "Hide Rates" is enabled.
| Column |
Description |
Default |
| Rate (€/PY) |
Default personnel cost rate per person-year. Calculated as the monthly rate × 12. |
Hidden |
| Rate (€/PM) |
Default personnel cost rate per person-month. |
Hidden |
| Rate (€/PD) |
Default personnel cost rate per person-day. Calculated as the monthly rate ÷ working days per month. |
Hidden |
| Rate (€/PH) |
Default personnel cost rate per person-hour. Calculated as the monthly rate ÷ working days ÷ hours per day. |
Hidden |
2.6 Costs & Budget
Cost columns aggregate values from all budget and expense entries linked to each participant and its children. Click a value to open the corresponding cost entries.
Note: Values are blurred for users without edit permissions when "Hide Rates" is enabled for the participant.
| Column |
Description |
Default |
| Budget (€) |
Total planned costs (direct + indirect) aggregated from all budget entries for this participant and its children. Turns red if the value exceeds the Budget Limit. |
Hidden |
| Expenses (€) |
Total actual costs (direct + indirect) aggregated from all expense entries for this participant and its children. |
Hidden |
| Costs Variance (€) |
Budget minus Expenses. Positive = under budget, negative = over budget. |
Hidden |
| Costs Consumption (%) |
Percentage of budget spent. Calculated as Expenses ÷ Budget × 100. Displayed as a progress ring. |
Hidden |
2.7 Funding
| Column |
Description |
Default |
| Plan Funding (€) |
Total planned funding aggregated from all budget entries for this participant and its children. |
Hidden |
| Actual Funding (€) |
Total actual funding aggregated from all expense entries for this participant and its children. |
Hidden |
| Funding Variance (€) |
Plan Funding minus Actual Funding. Positive = under plan, negative = over plan. |
Hidden |
| Funding Consumption (%) |
Percentage of planned funding used. Calculated as Actual Funding ÷ Plan Funding × 100. Displayed as a progress ring. |
Hidden |
2.8 Resources / Effort
Effort columns are available in three units: Person-Months (PM), Person-Days (PD), and Person-Hours (PH). Click a value to open the corresponding cost entries.
| Column |
Description |
Default |
| Plan (PM) |
Planned effort in person-months, aggregated from all budget entries for this participant and its children. |
Hidden |
| Plan (PD) |
Planned effort in person-days, aggregated from all budget entries for this participant and its children. |
Hidden |
| Plan (PH) |
Planned effort in person-hours, aggregated from all budget entries for this participant and its children. |
Hidden |
| Actual (PM) |
Actual effort in person-months, aggregated from all expense entries for this participant and its children. |
Hidden |
| Actual (PD) |
Actual effort in person-days, aggregated from all expense entries for this participant and its children. |
Hidden |
| Actual (PH) |
Actual effort in person-hours, aggregated from all expense entries for this participant and its children. |
Hidden |
| Variance (PM) |
Plan minus Actual person-months. Positive = under plan, negative = over plan. |
Hidden |
| Variance (PD) |
Plan minus Actual person-days. Positive = under plan, negative = over plan. |
Hidden |
| Variance (PH) |
Plan minus Actual person-hours. Positive = under plan, negative = over plan. |
Hidden |
| Consumption % (PM) |
Percentage of planned person-months used. Actual PM ÷ Plan PM × 100. Displayed as a progress ring. |
Hidden |
| Consumption % (PD) |
Percentage of planned person-days used. Actual PD ÷ Plan PD × 100. Displayed as a progress ring. |
Hidden |
| Consumption % (PH) |
Percentage of planned person-hours used. Actual PH ÷ Plan PH × 100. Displayed as a progress ring. |
Hidden |
2.9 Share of Total
| Column |
Description |
Default |
| % of Total Budget |
This participant's budget as a percentage of total project budget. Displayed as a progress ring. |
Hidden |
| % of Total Expenses |
This participant's expenses as a percentage of total project expenses. Displayed as a progress ring. |
Hidden |
| % of Total Plan Funding |
This participant's planned funding as a percentage of total project planned funding. Displayed as a progress ring. |
Hidden |
| % of Total Actual Funding |
This participant's actual funding as a percentage of total project actual funding. Displayed as a progress ring. |
Hidden |
2.10 Other
| Column |
Description |
Default |
| Budget Limit (€) |
Maximum budget allowed for this participant. Budget limits can be configured in the participant profile. When the budget exceeds this limit, the Budget column turns red. |
Hidden |
| Inactive |
Whether this participant is currently inactive in the project. Shows "Yes" or "No". |
Hidden |
| Tags |
User-defined tags assigned to this participant. |
Hidden |
| Last Update |
Date of the most recent modification. |
Shown |
| Modified By |
User who made the most recent modification. |
Shown |
| Imported date |
Date this entry was imported, if applicable. |
Hidden |
3. Budget Columns
The Budget table shows individual planned cost entries. Each row represents a single budget line item assigned to a specific activity, participant, and cost category. Unlike the Workplan and Participants tables, this is a flat list (no hierarchy).
Note: Cost-related values may be blurred for users with restricted permissions.
3.1 Assignment
| Column |
Description |
Default |
| Project |
Top-level project this budget entry belongs to. Displayed as the project's short identifier. |
Shown |
| Project Name |
Full name of the top-level project. |
Hidden |
| Activity |
Activity this budget entry is assigned to. Displayed as the activity's short identifier. |
Shown |
| Activity Name |
Full name of the assigned activity. |
Hidden |
| Activity Type |
Classification type assigned to the activity. |
Hidden |
| Participant |
Participant responsible for this budget entry. Displayed as the participant's short name. |
Shown |
| Participant Name |
Full name of the assigned participant. |
Hidden |
| Parent Participant |
Parent of the assigned participant in the organisational hierarchy. |
Shown |
| Organisation Type |
Classification type of the participant. |
Hidden |
| Cost Category |
Specific cost category within the cost class (e.g. "Researcher A", "Travel"). |
Shown |
| Cost Class |
Top-level cost classification (e.g. Personnel, Equipment, Other). |
Hidden |
3.2 Time Period
| Column |
Description |
Default |
| Start |
Start month for this budget entry (e.g. M01, M12). |
Shown |
| End |
End month for this budget entry. |
Shown |
3.3 Costs
| Column |
Description |
Default |
| Direct Costs (€) |
Direct cost amount for this budget entry. |
Shown |
| Indirect Costs (€) |
Indirect (overhead) cost amount, calculated from the indirect cost rate. |
Shown |
| Total Costs (€) |
Direct Costs + Indirect Costs. |
Hidden |
| Indirect Cost Rate (%) |
Indirect cost rate percentage applied to this entry. Determined by the indirect cost rate configuration linked to the participant, project, and cost category. |
Hidden |
| Indirect Cost Rate Name |
Name of the indirect cost rate configuration applied. |
Hidden |
3.4 Funding
| Column |
Description |
Default |
| Funding (Total) |
Total funding for this entry. Sum of direct and indirect funding. |
Shown |
| Funding (Direct Costs) |
Funding calculated on direct costs only. Does not include indirect funding. |
Shown |
| Indirect Funding |
Funding calculated on indirect costs only. |
Hidden |
| Funding Rate |
Funding rate applied to direct costs. Shown as a percentage. |
Shown |
| Funding Rate (indirect) |
Funding rate applied to indirect costs. Shown as a percentage. |
Shown |
| Funding Rate Name |
Name of the funding method applied to this entry. |
Hidden |
3.5 Effort
| Column |
Description |
Default |
| Person-Months |
Planned effort in person-months for this budget entry. |
Hidden |
| Person-Days |
Planned effort in person-days for this budget entry. |
Hidden |
| Person-Hours |
Planned effort in person-hours for this budget entry. |
Hidden |
3.6 Personnel Cost Rates
| Column |
Description |
Default |
| Personnel Cost Rate Name |
Name of the personnel cost rate applied to this entry. |
Shown |
| Personnel Cost Rate (€/PM) |
Monthly personnel rate as configured in the cost rate. |
Hidden |
| Personnel Cost Rate (€/PD) |
Daily personnel rate. Monthly rate ÷ working days per month. |
Hidden |
| Personnel Cost Rate (€/PH) |
Hourly personnel rate. Monthly rate ÷ working days ÷ hours per day. |
Hidden |
3.7 Other
| Column |
Description |
Default |
| Description |
Free-text description of this budget entry. |
Shown |
| Path |
Full hierarchy path of the assigned activity. |
Hidden |
| Tags |
User-defined tags assigned to this budget entry. |
Hidden |
| Modified on |
Date and time this entry was last modified. |
Hidden |
| Modified by |
User who last modified this entry. |
Hidden |
| Import date |
Date this entry was imported, if applicable. |
Hidden |
4. Expenses Columns
The Expenses table shows individual actual cost entries. Each row represents a single expense line item. Expenses share many columns with the Budget table but also include report linking, foreign currency fields, and special flags.
Note: Cost-related values may be blurred for users with restricted permissions.
4.1 Assignment
| Column |
Description |
Default |
| Project |
Top-level project this expense belongs to. Displayed as the project's short identifier. |
Shown |
| Project Name |
Full name of the top-level project. |
Hidden |
| Activity |
Activity this expense is assigned to. Displayed as the activity's short identifier. |
Shown |
| Activity Name |
Full name of the assigned activity. |
Hidden |
| Activity Type |
Classification type assigned to the activity. |
Hidden |
| Participant |
Participant responsible for this expense. Displayed as the participant's short name. |
Shown |
| Participant Name |
Full name of the assigned participant. |
Hidden |
| Parent Participant |
Parent of the assigned participant in the organisational hierarchy. |
Shown |
| Organisation Type |
Classification type of the participant. |
Hidden |
| Cost Category |
Specific cost category within the cost class. |
Shown |
| Cost Class |
Top-level cost classification (e.g. Personnel, Equipment, Other). |
Hidden |
4.2 Dates
| Column |
Description |
Default |
| Date |
Date of this expense (or start date when the expense covers a time period). |
Shown |
| End Date |
End date when the expense covers a time period. |
Hidden |
4.3 Costs
| Column |
Description |
Default |
| Direct Costs (€) |
Direct cost amount for this expense. |
Shown |
| Indirect Costs (€) |
Indirect (overhead) cost amount, calculated from the indirect cost rate. |
Shown |
| Total Costs (€) |
Direct Costs + Indirect Costs. |
Shown |
| Indirect Cost Rate (%) |
Indirect cost rate percentage applied to this entry. |
Hidden |
| Indirect Cost Rate Name |
Name of the indirect cost rate configuration applied. |
Hidden |
4.4 Funding
| Column |
Description |
Default |
| Total Funding |
Total funding for this expense. Sum of direct and indirect funding. |
Hidden |
| Funding |
Funding calculated on direct costs only. |
Shown |
| Indirect Funding |
Funding calculated on indirect costs only. |
Hidden |
| Funding Rate |
Actual funding rate applied to direct costs. Shown as a percentage. |
Shown |
| Funding Rate (indirect) |
Actual funding rate applied to indirect costs. Shown as a percentage. |
Shown |
| Funding Rate Name |
Name of the funding method applied to this expense. |
Hidden |
Tip: Budget vs Expenses funding rates
In the Budget table, the Funding Rate column uses the planned funding rate. In the Expenses table, it uses the actual funding rate. These may differ if rates have been adjusted between budget planning and expense reporting.
4.5 Effort
| Column |
Description |
Default |
| Person-Months |
Actual effort in person-months for this expense. |
Hidden |
| Person-Days |
Actual effort in person-days for this expense. |
Hidden |
| Person-Hours |
Actual effort in person-hours for this expense. |
Hidden |
4.6 Personnel Cost Rates
| Column |
Description |
Default |
| Personnel Cost Rate Name |
Name of the personnel cost rate applied to this expense. |
Shown |
| Personnel Cost Rate (€/PM) |
Monthly personnel rate as configured in the cost rate. |
Hidden |
| Personnel Cost Rate (€/PD) |
Daily personnel rate. Monthly rate ÷ working days per month. |
Hidden |
| Personnel Cost Rate (€/PH) |
Hourly personnel rate. Monthly rate ÷ working days ÷ hours per day. |
Hidden |
4.7 Reports
| Column |
Description |
Default |
| Linked Report |
Report this expense is directly linked to. |
Hidden |
| Reports |
All reports whose period covers this expense's date range. Displayed as a comma-separated list. |
Hidden |
4.8 Foreign Currency
These columns are only relevant when an expense was originally incurred in a currency different from the project's main currency.
| Column |
Description |
Default |
| Direct Costs (Foreign Currency) |
Original direct cost amount in the foreign currency before conversion. |
Hidden |
| Currency (Foreign Currency) |
The foreign currency used for this expense (e.g. USD, GBP). |
Hidden |
| Exchange Rate (Foreign Currency) |
Exchange rate used to convert the foreign currency amount to the project currency. |
Hidden |
| Date (Foreign Currency) |
Date used for the exchange rate lookup. |
Hidden |
| End Date (Foreign Currency) |
End date for the exchange rate period, if applicable. |
Hidden |
4.9 Flags
These boolean columns appear as checkboxes. They control how an expense is treated in cost and funding calculations.
| Column |
Description |
Default |
| Adjustment Costs |
Whether this expense is a cost adjustment (correction entry). |
Hidden |
| Depreciation |
Whether depreciation rules are applied to this expense. |
Hidden |
| Not Eligible |
When checked, this expense is excluded from funding calculations. |
Hidden |
| No Overhead |
When checked, no indirect costs are calculated for this expense. |
Hidden |
4.10 Other
| Column |
Description |
Default |
| Timesheet Records |
Whether this expense has linked timesheet records. Shown as a checkbox. |
Hidden |
| Description |
Free-text description of this expense. |
Hidden |
| Path |
Full hierarchy path of the assigned activity. |
Hidden |
| Tags |
User-defined tags assigned to this expense. |
Hidden |
| Modified on |
Date and time this entry was last modified. |
Shown |
| Modified by |
User who last modified this entry. |
Shown |
| Import date |
Date this entry was imported, if applicable. |
Hidden |
Tips & Notes
- Currency symbol: Column headers showing (€) adapt to your project's configured currency. If your project uses USD, they will show ($) instead.
- Progress rings: Percentage columns (Consumption %, Share of Total) display a small circular progress indicator for visual scanning.
- Aggregation: In the Workplan and Participants tables, numeric columns can aggregate values from child rows when cumulative aggregation is enabled.
- Restricted visibility: In the Participants table, cost-related columns are blurred for users without edit permissions when "Hide Rates" is enabled for a participant.
- Column settings are saved: Your column visibility and order preferences are saved per table and persist across sessions.
- Filtering: Most columns support filtering. Click the filter icon in the column header to filter by specific values or ranges.
- Sorting: Click any column header to sort by that column. Click again to reverse the sort order.
- Export: All visible columns are included when you export the table to Excel.