Sort Resources and Projects in the Resource View Grid

Use the Column Settings & Selections dialog box to select sorting options for resources and projects in the Resource View grid.

To specify how you want to sort resources and projects in the Resource View grid, complete the following steps:

1. In the Resource Planning workspace, click to go to Resource View.
2. Click next to the upper-right corner of the grid.
3. In SORT RESOURCES BY, click and select one of the following options for sorting resources in the grid or, if you use grouping, within each group in the grid:
   • Name: Sort resources by resource name. Employees are sorted by their full name (first or preferred name plus last name). If the resources include both employees and generic resources, employees are displayed first, followed by the generic resources.
   • Scheduled %: Sort resources by scheduled percentage (Planned hours for the forecast range / Available hours for the forecast range.).
   • Utilization %: Sort resources by utilization percentage (Billable hours for the forecast range / Available hours for the forecast range).
4. In SORT PROJECTS BY, click and select one of the following options for sorting project and opportunity rows for each resource in the grid:
   • Name: Sort by name at each WBS level.
   • Number: Sort by number at each WBS level. You can sort by number even if you do not display WBS numbers.
   • Assignment Start: Sort by assignment start date at each WBS level.
5. Click Apply to close the dialog box and update the grid.