Configure Columns in Resource Center [Early Access]

In the old tab, the Team Members list was small—with no way to adjust the size—and contained static information that always appeared at the resource, project, and task level. At the task level, you could view up to 100 tasks maximum and information was hidden based on filter criteria.

In the early access tab, you can:

• See the same information broken down into separate columns, making it easier to read.
  
• Choose to hide some information and show information that was not previously available—like Future Scheduled Hours, Future Allocated Hours, and Request Status.
  
• Adjust the width of individual columns.
  
• Change how to sort information from any column.
  
  
  Note: By default, named and unnamed resources are sorted alphabetically, projects are sorted. by the number of future allocated hours or future scheduled hours (depending on your selected display preference) and tasks are sorted alphabetically.
• Adjust the width of the entire list.
  
• View up to 50 tasks and 50 projects maximum.

Some of the actions that you can perform from the list are still the same. For example, all More (“   ”) menu options are the same in both tabs. Other actions may not be available currently or may appear in a different place.

In the old tab, you could expand all rows from the top of the list, add people to projects, view other assignees on tasks, edit resource estimated hours on tasks, and show all or hide some of a resource’s assigned projects—with projects being automatically hidden when they had no future allocations or didn’t match filter criteria.

In the early access tab, you cannot expand all rows at once, edit any cells, or view other task assignees for the time being.

You can:

• Click the Add (“   ”) icon in the team member row to add that user to a project.
  
• See that projects appear by default in order of the number of future allocated hours—or future scheduled hours if you have Scheduled Hours selected as your Hours View Preference in display preferences—instead of being hidden.
  
  
  Note: Future enhancements to filters in the Filters modal will allow you to remove projects from your view when those resources don’t have future allocations on those projects. You can update your views when these enhancements are available if you prefer that these resources not appear in the list.
• See only tasks and projects that are relevant to the applied filters, with no “hidden” items.
  
  
  

In the old tab, you clicked the resource name to open the User side panel—for a named resource—or the Resource side panel—for an unnamed resource. In the project row, you clicked the Side Panel (“   ”) icon to open the Project side panel.

When you clicked the task name in the task row, a new tab opened with the Task side panel open in Task Tracker. When you clicked the project name in the project row, a new tab would open with the project’s Resourcing tab.

In the early access tab, the following side panels are currently accessible:

• User side panel—In the team member row, click the Side Panel (“   ”) icon for named resources.
  
• Resource side panel—In the project row, click the Side Panel (“   ”) icon for named and unnamed resources.
  

• Project side panel—In the project row, click the project name in the Project column. You can still access the project by clicking the Go to Project link in the Project side panel header.
  

Similar to the old tab, you can only open side panels when you have the appropriate access. If you do not have access to open a side panel, the icon will not appear in the expected place and the project name will not have bold and underlined styling.

The behavior for Saved Views is the same in the new tab as the old tab. In fact, all views that you have created and saved in the old Team Members tab will be available in the early access tab.

In addition to saving filter selections and the columns that appear (including the order of columns), each individual view in the Resource Center now also includes:

• Individual column width sizes, as well as the width of the entire list side.
• Column sorting selections for resource, project, and task rows.
  

In the old tab, allocations and scheduled hours appeared differently depending on your selected hours view preference:

• Allocated Hours—Allocation bars in the resource row were blue and overallocations were purple with red shading appearing above and below the allocation bar. All allocations in the project row were blue or—if project colors were enabled—matched the project color. If scheduled hours were entered, a thin, blue line appeared at the bottom of the allocation bar in both the resource row and the project row.
• Scheduled Hours—Scheduled hour boxes in the resource row were blue and overscheduled hours were red. All scheduled hours in the project rows were not shaded any color.
• Compare Scheduled vs. Allocated—The height of each resource and project row was increased to include visual information on both scheduled hours and allocations. These hours appeared the same as in their respective views with two exceptions: overscheduled hours were represented by a thin, red line over allocations and the scheduled hours boxes did not have any blue or red color.

In all of these hour views, time off is indicated with a triangle in the upper-left corner.

In the Allocated Hours view preference of the early access tab, you’ll notice:

• Allocation bars on the resource row are now a purple color, with lighter or darker shading based on the number of hours. Soft allocations are still indicated by diagonal stripes.
  
• Overallocations now display as dark red bars, helping you quickly identify when a user is over capacity.
  
• A light gray overlay on all allocation bars makes the percentage and hours information easy to read.

In the Scheduled Hours view preference of the early access tab, you’ll notice:

• Scheduled hours bars are purple—with lighter or darker shading based on the number of hours—and a purple line at the top of the bar.
  
• Overscheduled hours bars are red with a dark red line at the top of the bar.
  
• A light gray overlay on scheduled hours bars makes the hours information easy to read.
• Time off is indicated by a yellow line at the top of the scheduled hours bar.
  

In the Compare Scheduled vs. Allocated view preference of the early access tab, you’ll notice:

• The height of the row now stays the same with the scheduled hours and allocation bars shrinking to fit in that space. These bars otherwise appear the same as in their respective views.
  
• Time off is indicated by a yellow line that appears between the allocated and scheduled hours bars.