Table settings columns


EMDESK provides four main data table views: WorkplanParticipantsBudget, 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 timeDelayed (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

2.3 Contact Details

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.
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