Contents of the Column Settings Dialog Box for the Labor Planning Grid

Use the fields and options to select the columns to display in the Labor Planning grid on the Plan form of the Projects hub and to specify related options.

Contents

Field Description
Sort Resources By Select a sorting option for resources in the work breakdown structure (WBS) groups in the grid:
  • Name: Select this option to sort resources by employee name or generic resource name on the Labor tab. If the resources include both employees and generic resources, employees are displayed first, followed by the generic resources.
  • Assignment Start: Select this option to sort resources by assignment start date. If multiple resources have the same assignment start date, they are also sorted by name, as for the Name option.
Show Project Numbers To display the WBS element numbers in the grid along with the names, select this checkbox.
Select Columns For For the middle grid section of the Labor planning grid, select Cost View or Billing View to indicate the view for which you are selecting columns. If you want to select columns for both views, select them for one view, change the option in Select Columns For, and then select them for the other view. When you click Apply, the columns for both views are updated.

If a plan is set up on the Plan Settings dialog box to support planning for both cost and billing, you can view planned amounts in the grid at cost or at billing. When you switch between those two views, Vantagepoint also displays the corresponding set of columns. If a plan is set up only for cost or only for billing, just that set of columns is used in the grid.

Find Available/Selected Columns Use these search fields to filter long lists of available columns. Enter one or more alphanumeric characters in the search field to display a list of columns that contain those characters.
Available Columns This list contains all columns that you can include in the grid that are not currently selected for display. To add a column to the grid, click the column in this list to move it to the Selected Columns list.

For more information, see Labor Tab of the Plan Form.

Selected Columns This list contains all of the columns that are selected to display in the grid. The order in which they appear here, from top to bottom, determines the order in which they appear in the grid, from left to right.

To change the column order, hover over the row for a column that you want to move and then click and drag to move the column.

To remove a column from the grid, click to the right of the column in the list; it is then returned to the Available Columns list.

PIN If you select a column for the grid on the Labor tab and you want that column to remain visible when you click Show less, click to the right of the selected column to "pin" it to the grid.

If you click Show less at the top of the Level/Resource column to hide the columns in the middle section of the grid, all unpinned columns are temporarily hidden, but pinned columns continue to display.

The order of the columns from top to bottom in the Selected Columns list is the order in which they appear, from left to right, in the Planning grid. To change that order, hover over the row for a column and then 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. The organization, project manager, and status columns are not included as defaults.

If you are selecting columns for the Labor tab on the Plan form, this action only restores the default columns for the view currently selected in the Select Columns For field. To restore the default columns for the other view, select that view in Select Columns For and click Restore Defaults again.

Apply After you select the settings and columns that you want, click this button to apply your updates and close the dialog box.