Configuring Columns in Resource Center [Early Access]

Overview

When the early access feature Configure Columns in Resource Center is activated, you can use the Configure Columns modal to choose which columns appear in the Resource Center—and what order they appear in. For information about which columns are available in the different Resource Center tabs, see Configure Columns in Resource Center: Projects Tab [Early Access] or Configure Columns in Resource Center: Team Members Tab [Early Access].

These column configurations can be included in Saved Views, allowing you to more easily switch between different processes as you work in the Resource Center. See Resource Center: Saved Views for information on recommended views you can set up to accommodate different resourcing processes.

How to Configure Columns

1. In the left navigation, select Resourcing to be directed to the Resource Center.
2. Choose which early access tab you want to configure columns for.
   
3. Above the list section, select the Configure Columns (“   ”) button.
   
   Note: The names and order of column categories will vary depending on which tab you are in. The furthest left column is the top-level row, the middle column is the secondary row, and so on. For example, in the Projects tab, the left column is labeled Projects because the top-level row is the project row and Resources appears in the middle because it is the secondary row.
4. In the Configure Columns modal, select and deselect the columns that you would like to appear in each row, using the Search field in the top-right to quickly locate specific fields.
   
5. To rearrange the order of columns, select a column, then move it to the desired location.
   
6. When finished, select Apply. Any deselected columns are hidden and any selected columns appear.
7. To sort by a column, hover over the column header and select the arrow (“   ”) icon that appears.
   
8. To resize a column, click the border of the column header and drag in the desired direction.
   
9. If you resize a column so small that you cannot see the column name or text values within the column, hover over the column or value to see the full text.
   
10. If desired, resize the entire list side to display more information.
    
11. Click the Filters icon to open the Filters modal, where you can apply filters that will allow you to narrow your focus on different resourcing aspects.
    Tip: To view only projects in the Team Members tab that are upcoming or actively being worked on, use the Remaining Hours filter. This filter allows you to limit your view to only resources and projects that have future hours (from today’s date forward). You can even choose which hours you want that to be based on—Soft Allocations, Hard Allocations, Scheduled Hours, or all of the above! For more information, see Resource Center Filters.
12. Click the Views drop-down to save a new view. This view will retain all of your column selections, including any sort or resizing changes you have made to the columns.
    Warning: Any changes that you make to your Saved Views in the legacy tabs will override the changes you have made in the early access tabs.