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Using Fields in Resourcing
Using Fields in Resourcing

Get key information about your bookings directly on the Resourcing screen.

Updated over a week ago

The Resourcing screen provides essential data about your bookings by default.

However, you can deepen your analysis and gain more insights directly within the Resourcing interface by employing different Fields.

Configure Fields

  1. Begin by selecting the fields you want to appear.

  2. Click on desired fields to add them to the left panel and display them as columns in the Resourcing view.

  3. You can add multiple fields and set up custom formula fields as needed.

  4. Remember to save your view once you're done.


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Organize Information

Click on Sort to arrange the data according to the displayed fields, including formulas.


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Enhance Visuals

Further customize the visual display of your data using various options such as goal, limit, color, and number format. Click on the field and adjust the settings accordingly.

For more info on custom visual formatting, please click here.

Removing Fields

If you find the feature no longer useful, simply remove all fields from the Fields pop-up.

A brief video on how it all works:

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