Configure Plan By Options

Configure your plan by options for the Hand-offs page to specify what grouping options are available in the Plan By drop down. The options available for selection are Activity, Company, Codes, and WBS.

To configure Plan By grouping:

  1. Navigate to the Hand-offs page, and then select the Settings icon.
  2. In the Manage Views panel, select the Plan By tab.
  3. In the Available section, select the options you want to appear in the Plan By filters list.
  4. When an option is selected, drag and drop the option to the Selected section or use the arrow buttons to move the selected options between Available and Selected.

    Note: The codes category lists all codes that apply to both tasks and activities.

  5. (Optional) To display WBS and Code value grouping bands hierarchically select Display lanes for WBS and Code values hierarchically.
  6. Apply the view:

    In the Manage Views panel:

    1. Select Save.
    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.

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