Select Columns for a Report

You can select the columns that you want to display on a Resource Management report.

To select columns for a Resources or Projects report:
  1. In the Reporting form, display the standard or saved report for which you want to select columns.
  2. Click in the upper-right corner of the form.
  3. To add a column to the report, click it in the Available Columns list.

    To add all columns at once, click Add All above the list.

    To include calendar period columns based on the report's forecast range, move Forecast Range to the Selected Columns list.

    To include calendar period columns based on the report's forecast range, do one or more of the following:
    • Move Actuals for Forecast Range to the Selected Columns list to display actual hours by calendar period.
    • Move Planned for Forecast Range to the Selected Columns list to display planned hours by calendar period.
    • Move Scheduled % for Forecast Range to the Selected Columns list to display scheduled percentages by calendar period.
    • Move Utilization % for Forecast Range to the Selected Columns list to display utilization percentages by calendar period.
  4. When you select Forecast Range for a report to add calendar period columns, rows for actual hours, planned hours, scheduled percentages, and utilization percentages by calendar period are also added to the report. If you do not want to display all of those values, do the following:
    1. Click in the upper-right corner of the report.
    2. Click in the column filter field under the Capacity column heading (the first column heading).
    3. Select the rows you want.
  5. To remove a column from the report, hover over or click on that column in Selected Columns, and click next to the column name.
  6. To move a column to a different location on the report, hover over the row for that column in Selected Columns, and click-and-drag to move the column up or down in the list.
  7. If you want to return the column selections to the default settings, click Restore Defaults.
  8. To confirm your column selections and update the report layout, click Apply.