View the Resource Requests List

Navigate to the Company level Resource Planning tool.

Click Requests and select Requests List.

Configure your view.

• Column Data

  1. Click the table settings icon to configure what data is displayed in the table.

  2. Move the toggles ON or OFF to show or hide a column.

    The following fields are available:

  • Project

  • Project Number

  • Job Title

  • Tags

  • Status

  • Start Date

  • End Date

  • Start Time

  • End Time

  • Category

  • Subcategory

  • Percent Allocated

  • Created By

  • Created (Date)

  • [Custom Fields]

• Column Order

  1. Click and hold the column header. Then move it to the desired location using a drag and drop operation.

• Column Sort

  1. Click the column. Click again to switch between ascending or descending order:

     • Ascending

     • Descending

• Grouping, Pinning, and Sizing

  1. Click the vertical ellipsis for the column. Then select from the following options:

     • Group by Project. Click to group items by project.

     • 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.

     • Reset Columns. Click to reset the columns to the default settings.