Select Columns for a Planning Grid

To change the columns that display in Project View, Resource View, or one of the planning grids in the Projects hub, select the columns that you want on the Grid Settings dialog box.

To select columns for a planning grid:

  1. Click next to the upper-right corner of the grid to add or remove columns on the middle grid section.
  2. If you are selecting columns for one of the planning grids (that include Labor, Expenses, and Consultants grids, but not Contracts planning grids) on Resource View or on the Plan form in the Projects hub, indicate in Select Columns For whether you want to select columns for the cost view or the billing view. This option is not available in Project View.

    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 Save, the columns for both views are updated.

  3. To add a column that is not currently displayed, click the column in the Available Columns list to move the column to the Selected Columns list.
  4. To remove a column from the grid, click the icon to the right of a column in the Selected Columns list. The column is then moved back to the Available Columns list.
  5. If you change the settings or columns for the grid and then want to restore the default settings and columns, click Restore Defaults.
  6. If you select a column and you want that column to remain visible when you click Show less in the grid, select the to the right of the column to "pin" that column to the grid.
  7. To change the order of columns in the grid, hover over the row for a column that you want to move, and click-and-drag to move the column. The order of the columns from top to bottom in this dialog box is the order they appear, from left to right, in the grid.
  8. After you select the settings and columns that you want, click Save to close the dialog box and update the grid.