Grid View Format of the EPS Page

Overview

Use the EPS Grid to display project and EPS data for your entire organization in a familiar spreadsheet format. Filter, group, sort, and customize the columns.

Screen Elements

Row Actions menu

Add Project (Ins): Adds a new project in the selected EPS node.

Add Project Template: Adds a new template in the selected EPS node.

Open Template: Opens the selected project template. To see this menu item, select a project template.

Open Template to Activities: Opens the selected project template and navigates to the Activities page. To see this menu item, select a project template.

Add Sibling EPS: Adds an EPS as a sibling of the selected EPS. To see this menu item, select an EPS.

Add Child EPS: Adds an EPS as a child of the selected EPS. To see this menu item, select an EPS.

Open Project: Opens the selected project. To see this menu item, select a project or EPS.

Open Project to Activities: Opens the selected project and navigates to the Activities page. To see this menu item, select a project or EPS.

Close: Closes the selected project.

Close All: Closes all open Projects.

Copy: Copies the selected project or EPS node.

Cut: Cuts the selected project or EPS node.

Paste: Pastes the selected project or EPS node

Delete: Deletes the selected project or EPS node.

Move Up: Moves the selected item up within the same level in the hierarchical arrangement. To see this menu item, select an EPS.

Move Down: Moves the selected item down within the same level in the hierarchical arrangement. To see this menu item, select an EPS.

Move Right: Moves the selected item one level lower in the hierarchical arrangement. To see this menu item, select an EPS.

Move Left: Moves the selected item one level higher in the hierarchical arrangement. To see this menu item, select an EPS.

Fill Down: Copies the data from the first cell selected to all other selected cells in the same column. Use CTRL or SHIFT to select multiple cells. To see this menu item, select a project or project template.

Assign Codes: Opens the Assign Codes Panel. To see this menu item, select a project or project template.

Delete Code Assignments: Opens the Assign Codes Panel. To see this menu item, select a project or project template.

Set Project Preferences: Opens the Project Preferences dialog box.

View Calendar: Enables you to view a read-only version of the assigned calendar. To see this menu item, select a project or project template.

Expand: Expands the selected EPS node. To see this menu item, select an EPS.

Collapse: Collapses the selected EPS node. To see this menu item, select an EPS.

EPS Table columns

 Open Column Menu

 Ascending: Click to sort the current view by the contents of the selected column in ascending order.

 Descending: Click to sort the current view by the contents of the selected column in descending order.

 Group by Column: Click to group the current view by the selected column.

 Hide Column: Click to remove the column from the current view. You cannot hide pinned columns.

 Fit to Content: Click to adjust the column width to the current contents of the column.

 Find and Replace: Click to find and replace text in the column. This action is only available for columns containing text.

 Pin Column: Click to add or remove the column to the pinned columns list for the current view.

 Rename Column: Click to rename the column in the current view.

 Open Column Selector button

Opens a list enabling you to add and remove columns in the grid.

The default fields that appear as columns in the EPS table are described below.

EPS indicator

A visual indicator of the EPS type. Possible indicators include:

An EPS. Each instance indicates the work is further divided hierarchically into discrete packages.

Project indicator

A visual indicator of the type of project. Possible indicators include:

 A project. Its status may be planned, active, or inactive.

 An open project.

 A locked project.

 A proposed or what-if project.

 A checked out project.

 A project template.

 An open project template.

ID field

The unique identifier of the project or EPS. Click the ID to open the project directly to the Activities page.

Name field

The name of the project. Click the Name to open the project directly to the Activities page.

Actual Expense Cost field

The actual cost for all project expenses associated with the project within the EPS.

Actual Labor Cost field

The actual cost for all labor resources assigned to the projects within the EPS.

Actual Material Cost field

The actual units for all material resources assigned to the project within the EPS.

Actual Nonlabor Cost field

The actual cost for all nonlabor resources assigned to the project within the EPS.

Actual This Period Labor Cost field

The labor costs incurred during this financial period.

If period performance is stored, the calculation is Actual Labor Cost minus the sum of the stored Actual This Period Labor Cost fields for all previous periods.

If the period performance is not stored, Actual This Period Labor Cost is the same as Actual Labor Cost.

Actual This Period Material Cost field

The material costs incurred during this financial period.

If period performance is stored, the calculation is Actual Material Cost minus the sum of the stored Actual This Period Material Cost fields for all previous periods.

If the period performance is not stored, Actual This Period Material Cost is the same as Actual Material Cost.

Actual This Period Nonlabor Cost field

The nonlabor costs incurred during this financial period.

If period performance is stored, the calculation is Actual Nonlabor Cost minus the sum of the stored Actual This Period Nonlabor Cost fields for all previous periods.

If the period performance is not stored, Actual This Period Nonlabor Cost is the same as Actual Nonlabor Cost.

Actual Total Cost field

The actual total cost incurred on the project as of the project data date.

Calculated as Actual Labor Costs plus Actual Nonlabor Costs plus Actual Material Costs plus Actual Expense Costs.

At Completion Expense Cost field

The sum of the actual plus remaining cost for all project expenses associated with the cost account.

Calculated as Actual Expense Cost plus Remaining Expense Cost.

At Completion Labor Cost field

The sum of the actual plus remaining costs for all labor resources assigned to the activities in the project.

If the activities are not started, this equals the planned labor costs. Once the activities are complete, this equals the actual labor costs.

Calculated as Actual Labor Cost plus Remaining Labor Cost.

At Completion Material Cost field

The material cost at completion. It is the sum of the actual plus remaining costs for all material resources assigned to all activities in the project.

It is the same as the planned material costs if the activities are not started, and the actual material costs once the activities are completed.

Calculated as Actual Material Cost plus Remaining Material Cost.

At Completion Nonlabor Cost field

The nonlabor cost at completion. It is the sum of the actual plus remaining costs for all nonlabor resources assigned to the activities in the project.

It is the same as the planned nonlabor costs if the activities are not started, and the actual nonlabor costs once the activities are completed.

Calculated as Actual Nonlabor Cost plus Remaining Nonlabor Cost.

At Completion Total Cost field

The estimated cost at completion for the activities in the project.

Calculated as the Actual Total Cost plus the ETC (estimate-to-complete) cost. The method for computing ETC depends on the Earned Value technique selected for the activity's WBS.

BL Project Expense Cost field

The planned cost for all expenses associated with the project in the project baseline.

BL Project Labor Cost field

The cost for all labor resources assigned to the project in the project baseline.

BL Project Material Cost field

The planned cost for all material resources assigned to the project in the project baseline.

Tips

Right-click a table cell for quick access to a shortcut menu of actions you can perform within a particular row or column.

Getting Here

Click Projects.
On the Projects navigation bar, click EPS.
Click Grid View.

Related Topics