Set display settings

This topic introduces how to filter, sort and group data, select the columns you want to display, and search data in some of the PPM areas.

Refine your display

You can use the UI elements described in the table below to refine the display of the following PPM tabs:

  • The Members tab in the Team Management module

  • The Demand tab in the Team Management module

  • The Utilization tab in the Team Management module

  • The Financials tab in the Portfolio Management module

UI Element Description

Available in the Team Management module's Members, Demand, and Utilization tabs.

Search for a specific resource or position.

Time period

Use the time period to only display the data of a specific time period.

To change the time period:

  1. Click the down arrow.

  2. Select the start and end period.

  3. Click OK.

Period type

Specify how time is divided.

To change the period type:

Click the slider and select the preferred period type: year, quarter, month, or week.

Choose columns

Use the Choose columns button to select the columns you want to display. Drag the columns to change their position.

Time period column width

Click the Column width button, and drag the slider to adjust the width of the time period columns.

Available in the Demand, Utilization, and Financials tabs: group the data displayed in the tabs.

To group:

  1. Click the Group button.

  2. In the Group By window, click Add Group Field, and select a field to group by. Select up to three fields to group and sub-group by.

  3. Click OK.

Filter the data you want displayed in the tabs.

To filter:

  1. Click to show the filter pane.

  2. Click Add Filter.

  3. Select a field, and define filter condition based on values of that field.

Team coloring

Available in the Org Chart view of the Members tab, and in the Demand and Utilization tabs.

The team coloring indicates the fulfillment of the demand, and the utilization of resource or team capacity.

You can customize the coloring to align with your situation. For details, see Set display settings.

Effort type

Available in the Team Management module's Members, Demand, and Utilization tabs.

Specify how effort is measured. Click the down arrow to select the effort type: Hours, Person Days, or FTE (full time equivalents).

  • The default effort type is the value of the RM_DEFAULT_EFFORT_TYPE parameter in the server.conf file.

  • The effort types available for selection are controlled by the parameter RM_ALLOWED_EFFORT_TYPES in the server.conf file.

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How display settings are saved

Your display settings for these tabs are saved in the browsers.

For example, if you set the display settings in a team's Members tab, and then open another team's Members tab using the same browser, that team's Members tab applies the same display settings as they are in the last team you left.

The following display settings are saved:

  • Period type

  • Selected columns

  • Time period column width

  • Grouping

  • Whether the filter pane is displayed or not

  • Effort type

  • Sort order

  • (In the Members tab only) View type

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