Configuring columns for the Unplanned panel
You can configure which columns are shown to users on the Unplanned panel of the Resource Planner. You do this by defining a customizable list and linking it to the Resource Planner's Unplanned panel. The customizable list will determine which set of order fields are displayed as columns on this panel. Whilst working with the planboard, users have the option to show and hide columns from this predefined set, as required.
Procedure
1. Go to Resource planner configurations.
2. Select the configuration for which you want to configure columns.
3. In the Fields for 'Unplanned' panel field, select the Select a value icon.
The Fields for 'Unplanned' panel dialog window is displayed.
4. Click Add on the action panel to define a new customizable list.
5. Enter a description for the customizable list.
6. Add the fields that you want to display as columns to the In use section.
 | Except for the Comments field or other fields that may hold a great number of characters, most Order fields can be used as columns. The recommended fields include: Number, Description, Property.Code, Property.Description, Start date & time, Requested completion date-time, Effort, Internal tradesperson.Surname,SLA service.Code, SLA service.Description. If you have activated the Multiple work assignments feature in Field definer , you might also want to add the Original budgeted hours field, the Remaining no. of budgeted hours field, and some PlanningStatus fields (Code, Label). |
7. Use the up / down arrow buttons to move the fields and determine the sequence in which the columns appear.
8. On the action panel, click Generate display value and click Save.
9. Click OK.