Resource Sheet

Online Help > Resource Sheet

What is the Resource Sheet view?

The Resource Sheet view displays resource information in a sheet format, in which you can view information about each resource. Such information includes the payment rate, the number of work-hours assigned, and the planned (baseline) and actual cost.

What kind of resources can I add in Resource Sheet view?

A resource can be an individual, a company or department, a piece of equipment, a room, or any other resource you're using for your project. In Resource Sheet view you can add resources of type work, material and cost.

How do I use the Resource Sheet View?

In order to use the Resource Sheet view, go to menu View - Resource Sheet

When should I use the Resource Sheet view?

You should use the Resource Sheet view when you want to:

  • View resource information.
  • Enter and edit resource information.
  • Compare a resource's planned costs and work against actual costs and work.
  • View the number of work-hours assigned to each resource.
  • View resource costs.
  • Evaluate the effectiveness of a person on the project.
  • Review the number of work-hours assigned to each resource.
  • Review resource costs.

How do I customize or format the Resource Sheet view?

To make the Resource Sheet view fit your needs exactly, you can customize it. To customize the Resource Sheet view, you can:

  • Change the information that is displayed.
  • Change the columns order
  • Format individual information to pay attention to it. For example, you can apply bold formatting to a higher-than-expected cost and assign a different font to an overallocated resource.
  • Format a category information to distinguish that type of information. For example, you can format all overallocated resources as italic text and increase the size of all column headings.
  • Create a combination view for the Resource Sheet view to display additional information about the resources in the Resource Sheet view or about the tasks to which those resources are assigned.

How do I apply a different table in Resource Sheet view?

The Resource Sheet view displays categories of information about the resources, arranged in tables. The default table for the Resource Sheet view is the Entry table, but you can select any of the resource tables to display information about the project's resources by going to menu Project - Tables.

How do I apply a filter in Resource Sheet view?

In Resource Sheet view, you can use any of the resource filters to display only the information you want to see. When you select a filter, the Resource Sheet view displays the information as defined by that filter's criteria. The default filter is the All Resources filter. To apply a filter, go to menu Project - Filter.

How do I sort the resources in Resource Sheet view?

To sort the resources in Resource Sheet view, go to menu Project - Sort.

How do I group resources in Resource Sheet view?

To group the resources in Resource Sheet view, please go to menu Project - Group. 

Why are the options in the resource menu grayed out?

If the resource tabs from the Resource menu are grayed out, you need to select the Resource Sheet View from the View menu and then go to Resources menu.

How do I add resources in Resource Sheet view?

To add resources in your project using the Resource Sheet view, you can import the existing team members from your organization or to add other resources. To import the existing team members from your organization, in Resource Sheet view, click on a cell in Resource Name column. A dropdown list will appear with resources that are part of your organization, but are not yet imported in your project. To add another resource that is not a team member yet, simply insert his name in Resource Name field. Later on, you can invite that specific resource into your organization by clicking on the Add Team Member button.

How do I distinguish if a resource is already a team member or not?

To distinguish if a resource is already a team member, look at the Indicators column in Resource Sheet view. A specific icon will appear for resources that are already part of your team.

On what platforms can I import team members from Resource Sheet view?

You can import team members from Resource Sheet view only on Windows, Mac, iOS and web application.

Step by step on how to apply the Resource Sheet view:

1. Go to menu View - Resource Sheet.

2. The Resource Sheet view is applied.

Step by step on how to import team members using Resource Sheet view: 

1. You can import Team Members using the Import Team Members dialog or by adding them from Resource Sheet view.

2. The Resource Name editing control provides a list of not imported Team Members and the “Add Team Member” button. If there are no Team Members to suggest, the button alone is displayed.

3. As you type in the input box, the suggestions list is automatically refreshed so it matches the input.

4. If you type in a resource name that does not correspond to any existing team member (that is available for import), you can click the Add Team Member button and proceed to add it to the organization.

5. The Name field in the dialog is automatically prefilled with the resource name. Same behavior is available for existing project resources – you open the Resource Name editing control for an existing resource, click Add Team Member and information is automatically filled in the dialog.

6. Note that if you have two resources with the same name, in the drop down list you will see the email address for each resource.