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Configure View for the Projects List

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Objective

To view the Projects List to see a list of Resource Planning projects.

Background

The Project List summarizes all of the projects being managed in Resource planning. You can choose what information to display as well as arrange the columns in the order you prefer.

Things to Consider

Steps

Show and Hide Columns

  1. Navigate to the Company level Resource Planning tool.
  2. Click Projects and select Projects List.
  3. Click the table settings icon-ag-grid-table-filter-menu.png icon.
    • Move the toggles icon-toggle-on.png ON or icon-toggle-off.png OFF to show or hide a column.
  4. Click the table settings icon-ag-grid-table-filter-menu.png icon to close the modal.

Arrange Column Order

  1. Navigate to the Company level Resource Planning tool.
  2. Click Projects and select Projects List.
  3. Click and hold the column header to drag and drop the column to the desired location.

Manage Column Appearance

  1. Navigate to the Company level Resource Planning tool.
  2. Click Projects and select Projects List.
  3. Click the vertical ellipsis icon-ellipsis-vertical.pngfor the column, then select from the following options:
    • Pin Column: Click to pin the column to a specific side or remove the pin. 
      • Pin Left
      • Pin Right
      • No Pin
    • Autosize This Column: Click to automatically adjust the size of this column. 
    • Autosize All Columns: Click to automatically adjust the size of all column. 
    • Sort by This Column: Click to sort the table by this column.
      • Sort Column Ascending
      • Sort Column Descending
      • Column Not Sorted.
    • Reset Columns: Click to rest the columns to the default settings.