| Field | Description |
|---|
| Sort Resources By
|
Select a sorting option for resources within the work breakdown structure (WBS) groups in the grid:
- Name: Select this option to sort resources by name:
employee or generic resource name on the Labor tab, expense type name on the Expenses tab, and
consultant name on the
Consultants tab. On the Labor tab, if the resources include both
employees and generic resources,
employees are displayed first, followed by the generic resources.
- Assignment Start: Select this option to sort resources by assignment start date. If multiple resources have the same assignment start date, they are also sorted by name, as described above for the
Name option.
This field is not available if you are selecting columns for the grid on the Contract tab.
|
| Show
Project Numbers
|
To display the WBS element numbers in the grid along with the element names, select this check box.
|
| Select Columns For
|
Select
Cost View or
Billing View to indicate which view you want to select columns for. If you want to select columns for both views, select them for one view, change the option in
Select Columns For, and select them for the other view. When you click
Apply, the columns for both views are updated.
If a plan is set up in the Plan Settings dialog box to support planning for both cost and billing, you can view planned amounts in the grid at cost or at billing. When you switch between those two views,
Deltek also displays the corresponding set of columns. If a plan is only set up for cost or only for billing, just that set of columns is used in the grid.
This field is not available if you are selecting columns for the grid on the Contract tab.
|
| Available Columns
|
This list contains all of the columns that you can include in the grid but are not currently selected for display. To add a column to the grid, click the column in this list and click
 to move the column to the
Selected Columns list.
|
| Selected Columns
|
This list contains all of the columns that are selected to display in the grid, in the order they appear in the grid from left to right.
To change the column order, hover over the row for a column that you want to move, and click-and-drag
 to move the column.
To remove a column from the grid, click the column in this list and click
 to move the column to the
Available Columns list.
|
|
If you select a column for the grid on the Labor tab and you want that column to remain visible when you click
Show less, select this check box for that column to "pin" it.
If you click
Show less at the top of the
Level/Resource column to hide the columns in the middle section of the grid, all unpinned columns are hidden, but pinned columns continue to display.
This check box is not available if you are selecting columns for the grid on the Contract, Expenses, or
Consultants tab.
|
|
The order of the columns from top to bottom in the
Selected Columns list is the order they appear, from left to right, in the planning grid. To change that order, hover over the row for a column that you want to move, and click-and-drag
to move the column.
|
| + Restore Defaults
|
If you change the settings or columns for the grid and then want to restore the default settings and columns, click
+ Restore Defaults.
If you are selecting columns for the Labor tab, Expenses tab, or
Consultants tab on the
Projects form, this action only restores the default columns for the view currently selected in the
Select Columns For field. To restore the default columns for the other view, select that view in
Select Columns For and click
+ Restore Defaults again.
|
| Apply
|
After you select the settings and columns that you want, click
Apply to close the dialog box and update the grid.
|
