Working with the Table View

The Table View 

Table View is a spreadsheet of the project plan with a hierarchical list of all activities, events, resources, participants and all their properties in Workplan, Participants, and Resources. Similar to Microsoft Excel, project data can be managed with customizable table header filters and columns; and collapsible rows of hierarchical data. This view starts as an empty table and populates as you add data to the project.

• Hierarchical data
• Fixed columns: Unique Identifier and ID
• Customize columns
• Sorting, searching, and adding filters
• Editing items and action menu
• Lookup budget/expense items
• Totals and sums

Hierarchical data

Hierarchical data is indicated by an orange or blue triangle to the left of the listing in the ID column. Click on the blue triangle display that item’s sublevel data; or on the orange triangle to collapse this list. 

Fixed columns: Unique Identifier and ID

The leftmost column displays the unique identifier number (not work plan ID) provided by the system for each item. This number will be the same even when viewed from different screens. 

The ID column shows the workplan ID as defined in Settings > Customization > ID Settings and allows you to fold or unfold branches for hiding/displaying sublevels with the blue/orange triangle. 

Fixed columns, such as the unique identifier and ID columns, are the only columns that can’t be changed and will remain in place as you navigate across the table.   

The leftmost column showing the unique identifier number is also used for bulk editing by hovering over the unique identifier number, then clicking in the boxes of data you wish to edit, or by clicking on the box at the top of the column to select all items. 

Customize columns

Unfixed columns can be added, removed, and reordered as needed in table settings. Click Table Settings at the top left while viewing a table view, e.g. Resources > Budget. A sidebar for the table settings will appear.

Drag and drop the columns you wish to view or hide between Selected (currently displayed) and Available (currently not displayed), then drag these options up or down to change their display order. 

Fixed columns are marked with a lock symbol and cannot be removed or reordered. You can see all the column options available here.

Sorting, searching, and adding filters

Sorting

Click the blue heading of the column to sort the table as ascending or descending according to the data in that column. 

Column search and filters

A search bar or drop-down menu can be found under the blue heading for each column. Multiple searches in various columns and/or selected items in drop-down menus can be used to further narrow down the results. Columns with drop-down filter menus offer the option to select multiple items. To clear the drop-down filter you can unclick individual items or "clear selection" at the bottom of the drop-down menu.

Click the "Clear filter" icon at last column to clear all search filters. To clear an individual filter or search you’ll need to either delete the entry, click X, or clear selection based on the type of search bar available for that column.  

Other filters (smart filters)

Add Filter offers further filter options, like Smart Filters. Smart Filters are preset filters such as "Overdue" and "From - To" that can help you narrow down the results.

Editing items and action menu

Click on an item or the pencil icon at the right to pull up the sidebar for the item and make changes. Rows unavailable for editing are shown in the Action Menu (last column) with a lock symbol for items that’ve been finalized or an eye icon for items that are read only. The Action Menu is fixed and remains displayed as you scroll left or right through the table. 

Lookup budget/expense items

Easily identify the budget or expense items behind a value in detail, by using the lookup icon to find the cost entries that leads up to the total value shown. This option is available in the Workplan, Participant, and Analytics section. Hover over a value and click the "Magnifier" icon, a tab to Resources with all relevant entries will be opened.

Totals and sums

At the bottom of the table are totals for the rows currently displayed. These totals will automatically update  when you apply or remove filters. Numerical row items at the top of the hierarchy show the sum of their sub-items; indicated with the symbol ∑. The sum feature can be turned on or off by clicking Table Settings > Other settings and toggle accumulate totals on or off.