Contents of the Report Settings Dialog Box for Resource Management Reporting

Use the Report Settings dialog box to select the resource planning data columns that you want displayed on the report.

Contents

Field	Description
Group By	To group records on the report based on the value in a specific field, select the field in Group By. For example, you might group the resources on a Resources report by labor category or by organization.
Show Projects?	Select either Yes or No to indicate if you want the report to display project assignment rows for each resource on a Resources report. Note that if you select Yes, the report will only display resources that are assigned to projects. If you select Yes, use the Project Level field to indicate if you want to display resource assignments summarized at the project level (top level) of the work breakdown structure (WBS) or at the lowest levels of the WBS where the assignments are actually made. This field only displays when the currently selected report is a Resources report.
Show Resources?	Select either Yes or No to indicate if you want the report to display resource assignment rows for each project on a Projects report. Note that if you select Yes, the report will only display projects that have resources assigned. If you select Yes, use the Project Level field to indicate if you want to display resource assignments summarized at the project level (top level) of the work breakdown structure (WBS) or at the lowest levels of the WBS where the assignments are actually made. This field only displays when the currently selected report is a Projects report.
Project Level	If you select Yes in Show Projects? or in Show Resources?, use this field to indicate if you want to display assignments summarized at the project level (top level) of the WBS or at the lowest levels of the WBS where the assignments are actually made.
Available Columns	This list contains all of the columns that are available for the report but have not yet been selected for display. To add a column to the report, click the column in this list to move the column to the Selected Columns list. To add all columns to the report, click Add All. To add calendar period columns, click Forecast Range in Available Columns to move it to Selected Columns. This will add a set of calendar period columns to the report based on the current forecast range for the report.
Selected Columns	This list contains all of the columns that are selected to display on the report. The order of the columns from top to bottom is the order they appear, from left to right, on the report. To change that 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 report, click the column in this list to move the column to the Available Columns list. Click Remove All to remove all columns from the report. All columns in the Selected Columns list are moved back to the Available Columns list.
Restore Defaults	If you change the columns or grouping for a report and then want to restore the default report settings, click Restore Defaults. If you restore the default settings for a saved report and you want to save the report with those default settings, click on the Reporting form after you apply the default settings. If you do not click , the settings changes are temporary.
Apply and Cancel	Click Apply to apply your selections to the report, close the dialog box, and display the updated report. Click Cancel to discard your changes and close the dialog box.