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:

  1. Navigate to a page, and then select the Settings icon.
  2. In the Manage Views or Settings panel, select the Spreadsheet Rows tab.
  3. In the Available Spreadsheet Rows section, select rows and select Add Row to Selected Rows to add them to the Selected Spreadsheet Rows section.
  4. Use the up and down arrows to change the positioning of the columns in the Selected Spreadsheet Rows section.
  5. Apply the view:

    In the Manage Views panel:

    1. Select Save. When selected, you are saving all changes to the current view.
    2. 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.
    3. 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.
    4. Select Reset.
    5. Select Close.

    In the Settings panel:

    • Select Save.

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