| Field | Description |
|---|
| GROUP BY
|
Click
 in this field to indicate how you want to group resources in the grid:
- Labor Category: Select this option to group by labor category. For a given labor category, employees are listed first, followed by generic resources. Employees and generic resources that have no labor category are grouped under
No Labor Category.
- Organization name or ID: If you have a variable organization structure, you can group by either organization name or organization ID.
If you have a fixed organization structure, you can group by organization name.
For a given organization, employees are listed first, followed by generic resources. Generic resources that have no organization are grouped under
No Organization.
- Organization level name or ID: If you have a variable organization structure, you can group by either level ID or level ID name for level 1 of the organization structure.
If you have a fixed organization structure, you can group by level ID name for any level of the organization structure.
For a given organization level ID, employees are listed first, followed by generic resources. Generic resources that have no organization are grouped under
No Organization.
- Title: Select this option to group employees by job title. Employees who have no job title are grouped under
No Title, along with all generic resources.
- No Grouping: If the resources are currently grouped in the grid and you want to remove grouping entirely, select this option.
|
| SORT RESOURCES BY
|
Click
in this field to indicate how you want to sort resources in the grid or, if you use grouping, within each group in the grid:
- Name: Select this option to sort resources by resource name. Employees are sorted based on preferred name or first name plus last name.
- Scheduled %: Select this option to sort resources by scheduled percentage: Planned hours for the forecast range / Available hours for the forecast range.
- Utilization %: Select this option to sort resources by utilization percentage: Billable hours for the forecast range / Available hours for the forecast range. (Billable hours are hours planned for projects assigned the Regular charge type.)
|
| SORT PROJECT BY
|
Click
in this field to indicate how you want to sort project and opportunity rows for each resource in the grid:
- Name: Select this option to sort project and opportunity rows by name at each WBS level. You can click a name to display the corresponding number and other project or opportunity information in a tooltip.
- Number: Select this option to sort project and opportunity rows by number at each WBS level. You can click a number to display the corresponding name and other project or opportunity information in a tooltip.
- Assignment Start: Select this option to sort project and opportunity rows by assignment start date at each WBS level.
|
| Show WBS Numbers
|
To display the WBS element numbers in the Resource View grid along with the names, select this check box. This option also applies to the display of WBS elements in the Add Assignment dialog box and the Add Assignments to Selected Resources dialog 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.
|
to go to the Resource View.
next to the upper-right corner of the grid.