Column Settings & Selections Dialog Box for Project View

Use the Column Settings & Selections dialog box to select a sorting option for resources in the Project View grid and to select columns to display in the middle section of the grid.

Location

To display the Column Settings & Selections dialog box for the Project View grid, complete the following steps:
  1. In the Resource Planning workspace, click to go to the Project View.
  2. Click next to the upper-right corner of the grid.

Contents

Field Description
SORT RESOURCES BY Click in this field to indicate how you want to sort resources within the work breakdown structure (WBS) groups in the grid:
  • Name: Select this option to sort resources by resource name. 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 sorted as described above for the Name option.
Show WBS Numbers To display the WBS element numbers in the grid along with the names, select this check box.
AVAILABLE COLUMNS This list contains all of the columns that are available for the middle section of the grid but are not currently selected for display. To add a column to the grid, click the column in this list and click to move the column to the COLUMNS TO SHOW list.
COLUMNS TO SHOW

This list contains all of the columns that are selected to display in the middle section of the grid.

The order of the columns from top to bottom is the order they appear, from left to right, in the grid. 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 grid, click the column in this list and click to move the column to the AVAILABLE COLUMNS list.

If you select a column for the grid and you want that column to remain visible when you click Show less, select this check box for that column to "pin" it.

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

+ 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.
Apply After you select the settings and columns that you want, click Apply to close the dialog box and update the grid.
Cancel To close the dialog box without changing the settings or columns, click Cancel.