Select Columns for a Resource Planning Report

Use the Report Settings dialog box to select the columns you want to display on a report.

To select columns 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.
  4. To add a column to the report, click the column in AVAILABLE COLUMNS and click to move the column to the SELECTED COLUMNS list.

    To add multiple columns at once, press CTRL as you click each column you want to add, and then click .

    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.

  5. If the report currently has a column that you want to remove, click the column in SELECTED COLUMNS and click to move the column to the AVAILABLE COLUMNS list.
  6. If a newly added column is not where you want it in the column order, hover over the row for that column in SELECTED COLUMNS, and click-and-drag to move the column.
  7. When SELECTED COLUMNS contains the columns you want on the report, click Apply to update the report.