Edit work plan display preferences
This section describes how to change the work plan display as you prefer. The preferences are saved per work plan per user.
Setting number of tasks displayed per page
The work plan Quick view displays all the tasks in a single page. It loads data as you scroll down the page. The other views display a set number of tasks at a time, referred to as a "page". You can navigate between pages in a large work plan using the Prev and Next buttons or by specifying a task number in Seq # and click Go.
To adjust the number of tasks displayed per work plan page:
- From the main menu, select Open > Administration > Edit My Profile.
In the Project Work Plan Preferences section, select an option or type your own value.
The option values depend on how your system administrator set the corresponding parameters. For details, see See the Project Management Configuration Guide.
- Click Save or Done.
Add indicator columns to work plan to quickly tell what a task's health is, whether it has constraints, whether it is on project critical path and so on without opening the task details. This feature is available for all the work plan views except the Quick view.
- In the work plan toolbar, click Actions > Configure Indicator Columns.
Select the indicator columns you want to display in the work plan.
Show Schedule Exceptions & Health
The Schedule Health Indicator column is added in the work plan.
- Display the health indicator for summary tasks.
- If a leaf task has exceptions, a red exclamation mark is shown.
Show Cost Exceptions & Health
The Cost Health Indicator column is added in the work plan.
Show Schedule Warnings The Schedule Warnings Indicator column is added in the work plan. Show Notifications
The Notifications Indicator column is added in the work plan.
If a task has "Send Notifications" options selected, the notification indicator is shown.
Mark Tasks On Critical Path
The Critical Path Tasks Indicator column is added in the work plan.
If a task is on project critical path, the critical path tasks indicator is shown.
Mark Tasks With Constraints
The Constraints Indicator column is added in the work plan.
If a task has set constraints, the constraints indicator is shown.
- Click OK.
PPM allows you to customize the columns displayed and their order in the Work Plan page. The customization is saved per work plan view per user. This action is enabled for all the work plan views except the Gantt view.
Add or remove column for the Quick View
In the work plan toolbar, click the icon.
Select the columns that you want to show in the view.
- Click anywhere out of the column list to close it.
Add or remove columns for the non-Quick views
In the work plan toolbar, click Actions > Add/Remove Columns.
Filters the column names that are displayed in the Available Columns and Selected Columns fields. You can show All, Schedule View, Costing View, Earned Value View, Actuals View, or User Data columns.
Filters the column names that are displayed in the Available Columns and Selected Columns fields. Specify a string that each column name must contain.
The names of columns that can be displayed on the Work Plan page, but are currently not displayed.
The names of the columns displayed on the Work Plan page and the order in which they are displayed.
To add columns to the Work Plan page, move the column names to the Selected Columns field. Within the Selected Columns field, rearrange the column names in the order you want them displayed.
To remove columns from the Work Plan page, move the column names to the Available Columns field.
The work plan page displays the selected columns in the order shown in the Selected Columns field.
Tip: You can sort the columns in the work plan by dragging them to the desired location. To move a contiguous group of columns, go to the Add/Remove Columns dialog, select the contiguous group of columns from the Selected Columns field, then use the up/down arrows to position them.
Click Expand to: Level to expand or collapse your view of the work plan and its summary tasks to a specified hierarchy level from 2 to 7.
|Displays only leaf tasks and summary tasks directly below the root task of the work plan, collapsing everything below.
|Displays leaf tasks and summary tasks down to the seventh hierarchy level of the work plan, collapsing everything below.