| Field | Description |
|---|
| Group By
|
Select a sorting option for resources in the grid or, if you use grouping, for resources 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.)
|
Select a grouping option for 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 Name
|
Select a sorting option for resources in the grid or, if you use grouping, for resources 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.)
|
| Show
Project/Opportunity Numbers
|
To display the WBS element numbers in the grid along with the
project and
opportunity 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
Selected Columns list.
|
| Selected Columns
|
This list contains all of the columns that are selected to display in the middle section of the grid, in the order they appear, from left to right, in the grid.
To change the column 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.
|
|
The order of the columns from top to bottom in the
Selected Columns list 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.
|
| +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.
|
