Select the Available Columns for the Project Planning Grids

To select the columns that can be displayed in the project planning grids on the Plan form in the Projects hub, go to the Grids form in Resource Planning Settings. Users who work with the project planning grids can choose the columns that they want to display, but only the columns that you select on the Grids form are available to them. You can exclude columns that you do not use or that you do not want to display for other reasons.

If your firm sets up multiple companies in Vantagepoint, these settings apply to all companies.

To select the columns that are available for the project planning grids:

  1. In the Navigation pane, select Setting > Resource Planning > Grids.
  2. Under Columns in Labor Grid, do the following:
    • In the Cost and Billing Views grid, select the columns that you want to make available for both the cost view and billing view of labor plan data in the grid on the Labor tab of the Plan form.
    • In the Cost View grid, select the columns that you want to make available for the cost view of labor plan data in the grid on the Labor tab of the Plan form.
    • In the Billing View grid, select the columns that you want to make available for the billing view of labor plan data in the grid on the Labor tab of the Plan form.
  3. If you enabled planning for expenses for at least one company, a Columns in Expenses Grid section displays. Repeat the actions described above in step 2 to specify the available columns for the grid on the Expenses tab of the Plan form.
  4. If you enabled planning for consultants for at least one company, a Columns in Consultants Grid section displays. Repeat the actions described above in step 2 to specify the available columns for the grid on the Consultants tab of the Plan form.
  5. Under Columns in Contract Grid, select the columns that you want to make available for the grid on the Contract tab of the Plan form.
  6. Click Save.