Select Columns for a Planning Grid

To change the columns that display in one of the planning grids, select the columns you want on the Column Settings & Selections dialog box.

To select columns for a planning grid:

1. Click next to the upper-right corner of the grid.
2. If you are selecting columns for one of the planning grids on the Projects form, indicate in Select Columns For whether you want to select columns for the cost view or the billing view.

   If you want to select columns for both views, select them for one view, change the option in Select Columns For, and select them for the other view. When you click Apply, the columns for both views are updated.

3. To add a column that is not currently displayed, click the column in the Available Columns list and click to move the column to the Selected Columns list.

   To remove a column from the grid, click the column in the Selected Columns list and click to move the column to the Available Columns list.

   If you change the settings or columns for the grid and then want to restore the default settings and columns, click + Restore Defaults.

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

   This option is not available if you are selecting columns for the grid on the Contract tab, Expenses tab, or Consultants tab on the Projects form.

5. To change the order of columns in the grid, hover over the row for a column that you want to move, and click-and-drag to move the column.

   The order of the columns from top to bottom in this dialog box is the order they appear, from left to right, in the grid.

6. After you select the settings and columns that you want, click Apply to close the dialog box and update the grid.