Report Settings Dialog Box for Resource Planning

Use the Report Settings dialog box to select a field to group by, to select the columns that display on the report, and to change the order of the columns. For a resource report, you can also indicate whether or not you want to include project rows on the report, and for a project report, whether or not to include resource rows.

Location

To display the Report Settings dialog box for a report, complete the following steps:

1. In the Resource Planning workspace, click to go to the Reporting area.
2. If the report that displays by default is not the report you want, do either of the following:
   • To display a standard Resources or Projects report, click the currently displayed standard report name above the upper-left corner of the report and select the standard report you want.
   • To display a saved report, use the Find saved report field at the top of the Reporting area to select the report.
3. Click above the upper-right corner of the report.

Contents

Field	Description
GROUP BY	To group records on the report based on the value in a specific field, select the field in GROUP BY. For example, you might group the resources on the Resources report by labor category or by organization. Type one or more characters from the field name to select from a list of fields that contain those characters. Click to select from the full list of the available grouping fields.
SHOW PROJECTS?	Click in this field and select either Yes or No to indicate if you want the report to display project assignment rows for each resource on a Resources report. If you select Yes, use the PROJECT LEVEL field to indicate if you want to display project assignments summarized at the project level (top level) of the work breakdown structure (WBS) or at the lowest levels of the WBS where the assignments are actually made. This field only displays when the currently selected report is the Resources report or a saved report based on the Resources report.
SHOW RESOURCES?	Click in this field and select either Yes or No to indicate if you want the report to display resource assignment rows for each project row on a Projects report. If you select Yes, use the PROJECT LEVEL field to indicate if you want to display resource assignments summarized at the project level (top level) of the WBS or at the lowest levels of the WBS where the assignments are actually made. This field only displays when the currently selected report is the Projects report or a saved report based on the Projects report.
PROJECT LEVEL	If you select Yes in SHOW PROJECTS? or in SHOW RESOURCES?, use this field to indicate if you want to display assignments summarized at the project level (top level) of the WBS or at the lowest levels of the WBS where the assignments are actually made.
AVAILABLE COLUMNS	This list contains all of the columns that are available for the report but have not yet been selected for display. To add a column to the report, click the column in this list and click to move the column to the COLUMNS TO SHOW list. To add calendar period columns, select Forecast Range in AVAILABLE COLUMNS and move it to SELECTED COLUMNS. This will add a set of calendar period columns to the report based on the current forecast range for the report.
SELECTED COLUMNS	This list contains all of the columns that are selected to display on the report. The order of the columns from top to bottom is the order they appear, from left to right, on the report. To change that order, hover over the row for a column that you want to move, and click-and-drag to move the column. To remove a column from the report, click the column in this list and click to move the column to the AVAILABLE COLUMNS list.
+ Restore Defaults	If you change the columns or grouping for a report and then want to restore the default report settings, click +Restore Defaults. If you restore the default settings for a saved report and you want to save the report with those default settings, click on the Reporting toolbar after you apply the default settings. If you do not click , the settings changes are temporary.
Apply and Cancel	Click Apply to apply your selections to the report, close the dialog box, and display the updated report. Click Cancel to discard your changes and close the dialog box.