General Tab of the Customize Spreadsheet Dialog Box of the Planning Page

Overview

Use the General tab of the Customize Spreadsheet dialog box to select the information that is displayed in the spreadsheet.

Screen Elements

Time Units Display list

Determines the units to display time.

Decimal places list

The number of decimal places to include in the currency display: 0, 1, or 2.

Timescale list

Determines the timescale. Select from the following intervals:

  • Month/Week
  • Year/Month
  • Year/Quarter
  • Decade/Year
  • Financial Period

The available timescale options are determined by the selected summarization option on the General page of the Application Settings pane. The calendar timescale options are only available if the By Calendar option is selected. The Financial Period option is only available if the By Financial Periods option is selected. If both options are selected, you can select from a calendar or financial period timescale.

Spreadsheet Start Date field

Determines the date to begin displaying resource allocation data.

Show Availability option

Determines whether to show availability.

Automatically summarize on leaving spreadsheet option

Determines whether to automatically summarize projects upon leaving the spreadsheet.

Hide WBS if empty option

Determines whether to hide the WBS if it does not contain information.

Show other assignments when filtered by resources or roles option

Determines whether to show other assignments not specific to the selected resource or role. If disabled, the total units column and timescale interval columns show the summary totals only for the displayed allocated elements.

Show only unassigned role requests option

Determines whether to show only unassigned role requests. If disabled, role assignments that are not assigned to any resources will be hidden.

Getting Here

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Planning.
  3. On the Planning page, click the Customize link.
  4. In the Customize Spreadsheet dialog box, click the General tab.

Related Topics

About Resource Planning

Customizing the Resource Planning Spreadsheet


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