Create a Resource Analysis tracking layout

A Resource Analysis layout consists of a Gantt Chart and a resource profile or spreadsheet. When you first create a Resource Analysis layout, select the bars to include in the Gantt Chart. Default settings are used for all other layout elements. You can change these elements after the layout is created.

  1. Choose View, Layout, New.

    You can also click the Display Options bar in the Top Layout window and choose Layout, New.
  2. Type the new layout's name.
  3. Select the users who will be able to access the layout: Current User or All Users.
  4. Choose Resource Analysis, then click OK.
  5. To accept the bars automatically included in the Gantt Chart, click OK.

    - Or -

    To add additional bars, select the bar below which you want the new bar to appear, then click Add.

    Mark the Display checkbox next to the new bar.

    Type a name for the new bar.

    In the Timescale column, select the timescale you want the new bar to represent.

    In the Filter column, choose the filter you want the bar to represent.

    Click the Bar Style tab and configure the new bar's style.

    Click the Bar Labels tab and specify the new bar’s label.
  6. To preview the bars without closing the Bars dialog box, click Apply.
  7. Click OK.

Tip

Related Topics

Customize a Resource Analysis layout

Resource Analysis layouts



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Last Published Monday, December 6, 2021