You can customize the display format of the Resource Planning Spreadsheet on the Plan Resources page.
To customize the display of spreadsheet data
- From the Resources action menu in the global navigation bar, choose Plan Resources.
- Click Customize at the top right of the Plan Resources page to choose the display format of spreadsheet.
- Click the General tab on the Customize Spreadsheet page.
- You can set the time period start date for the spreadsheet and specify the
units format and timescale increments you want to display. For example, you
can choose to display Units as days across a Year/Month timescale, or display a Financial Period timescale that displays the range of financial periods defined in the Project Management module (refer to the Tips at right or to Using the Financial Period timescale for more information). You can
also specify the number of decimal places for unit values.
The Units column heading reflects your current choice
for the Time Units Display customize option, that is Hours, Days, Weeks, or
Months.
- The spreadsheet customize options enable you to hide the Availability
row, which improves performance. To facilitate easier viewing, you can also
hide WBS rows if empty. When filtering the spreadsheet by resource or role, you can choose to show or hide resource assignments or role assignments that are not specific
to the selected resource or role. To show other assignments not specific to the selected resource or role, mark the Show other assignments when filtered by resources or roles checkbox. Clearing this checkbox hides any resource or role assignments that are not specific to the selected resource or role. If you disable the Show other assignments when filtered by resources or roles option, the total units column and timescale interval columns in the Resource Planning spreadsheet show the summary totals only for the displayed allocated elements. To show only unassigned role requests, mark the Show only unassigned role requests checkbox. Clearing this checkbox hides any role assignments that are not assigned to any resources.
- If you want to summarize projects that are modified, you can choose an option to automatically summarize projects. To automatically summarize projects when you leave the Resource Planning Spreadsheet, mark the checkbox beside the Automatically summarize on leaving the spreadsheet option.
- To select columns, click the Columns tab in the Customize Spreadsheet page.
- In the Available Columns list, select the column(s) you want to display, then click
to add them to the Selected Columns list.
- To change the order in which the selected columns appear in the Resource Planning Spreadsheet, select a column, then click
or
arrow to move the column up or down in the list.
- Click Save to save the settings. Click Cancel to cancel the action and go back to the Plan Resources page.