Configure Spreadsheet Rows
Configure spreadsheet rows to show summary and spread values for each item in a table. For example, a resource spreadsheet lists all of the available resources in a project. Each resource may display separate rows for demand hours, commitment hours, demand costs, and commitment costs. Each field row can show values across a timescale and rolled up to a summary level.
Note: View options may vary per page. The title of the Settings icon may be specific to the grid or detail window that the icon pertains to.
To configure a spreadsheet row:
- Navigate to a page, and then select Settings.
- In the Manage Views or Settings panel, select the Spreadsheet Rows tab.
- In the Available Spreadsheet Rows section, select rows and select Add Row to Selected Rows to add them to the Selected Spreadsheet Rows section.
- Use the up and down arrows to change the positioning of the columns in the Selected Spreadsheet Rows section.
- Apply the view:
In the Manage Views panel:
- Select Save. When selected, you are saving all changes to the current view.
- Select Save As. When selected, you can create a new Personal, Project, or Workspace view with a new name in the Save View as window.
- Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save changes select Save or Save As in the View list.
- Select Reset.
- Select Close.
In the Settings panel:
- Select Save.
Related Video Tips
Quickly Add a Row Video
Last Published Wednesday, October 16, 2024