Contents of the Column Settings & Selections Dialog Box for Resource View

Use the fields and options to select grouping or sorting options for the Resource View grid and to select columns to display in the middle section of the grid.

Contents

Field	Description
Group By	Select a grouping option for resources in the grid: Labor Category: Select this option to group by labor category. For a given labor category, employees are listed first, followed by generic resources. Employees and generic resources that have no labor category are grouped under No Labor Category. Organization name or ID: If you have a variable organization structure, you can group by either organization name or organization ID. If you have a fixed organization structure, you can group by organization name. For a given organization, employees are listed first, followed by generic resources. Generic resources that have no organization are grouped under No Organization. Organization level name or ID: If you have a variable organization structure, you can group by either level ID or level ID name for level 1 of the organization structure. If you have a fixed organization structure, you can group by level ID name for any level of the organization structure. For a given organization level ID, employees are listed first, followed by generic resources. Generic resources that have no organization are grouped under No Organization. Title: Select this option to group employees by job title. Employees who have no job title are grouped under No Title, along with all generic resources. No Grouping: If the resources are currently grouped in the grid and you want to remove grouping entirely, select this option.
Sort Resources By	Select a sorting option for resources in the grid or, if you use grouping, for resources within each group in the grid: Name: Select this option to sort resources by resource name. Employees are sorted based on preferred name or first name plus last name. Scheduled %: Select this option to sort resources by scheduled percentage: Planned hours for the forecast range / Available hours for the forecast range. Utilization %: Select this option to sort resources by utilization percentage: Billable hours for the forecast range / Available hours for the forecast range. (Billable hours are hours planned for projects assigned the Regular charge type.)
Sort Project By	Select a sorting option for project and opportunity rows for each resource in the grid: Name: Select this option to sort project and opportunity rows by name at each WBS level. Number: Select this option to sort project and opportunity rows by number at each WBS level. Assignment Start: Select this option to sort project and opportunity rows by assignment start date at each WBS level.
Show Project/Opportunity Numbers	To display the WBS element numbers in the grid along with the project and opportunity names, select this check box. This option also applies to the display of WBS elements in the Add Assignment dialog box and the Add Assignments to Selected Resources dialog box.
Available Columns	This list contains all of the columns that are available for the middle section of 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 middle section of the grid, in the order they appear, from left to right, in the grid. 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 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 Resource/Level column to hide the columns in the middle section of the grid, all unpinned columns are hidden, but pinned columns continue to display.
	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 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.
Apply	After you select the settings and columns that you want, click Apply to close the dialog box and update the grid.