The Resource Planner 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
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.
Organize Information
Click on Sort to arrange the data according to the displayed fields, including formulas.
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 no longer needed, simply remove the fields from the Fields dropdown by selecting "Hide Field".
