By default, the Resource Planner shows key booking data. You can adjust this view by adding, removing, or customizing fields to display the information most relevant to your work.
Add Fields
Begin by selecting the fields you want to appear in your view.
Click on desired fields to add them to the left panel and display them as columns in the resourcing view.
You can add multiple fields and set up custom formula fields as needed.
Remember to save your view once you're done.
Sort Data
Click on Sort to arrange the data according to the displayed fields, including formulas.
Format Fields
Further customize the visual display of your data using various options such as target, limit, color, and display formats. Click on the field and adjust the settings accordingly.
👉 For more info on custom visual formatting, check out the article on Customizing Tables and Charts: Setting Targets, Limits, and Formatting.
Remove Fields
If no longer needed, simply remove the fields from the Fields dropdown by selecting "Hide Field".
