View the Resource Requests List

Navigate to the Company level Resource Planning tool.

Click Requests and select Requests List (Beta).

Click the table settings icon to configure what data is displayed in the table.

1. Move the toggles ON or OFF to show or hide a column.
   The following fields are available:

   • Project

   • Project Number

   • Job Title

   • Tags

   • Status

   • Start Date

   • End Date

   • Start Time

   • End Time

   • Category

   • Subcategory

   • Percent Allocated

   • Created By

   • Created (Date)

   • [Custom Fields]

To configure the column order, click and hold the column header. Then move it to the desired location using a drag and drop operation.

To sort columns, click the column. Click again to switch between ascending or descending order:

• Ascending

• Descending

To configure your column view, click the vertical ellipsis for the column. Then select from the following options:

• Pin Column: Click to pin the column to a specific side or remove the pin.

• Pin Left

• Pin Right

• No Pin

• Autosize This Column: Click to automatically adjust the size of this column.

• Autosize All Columns: Click to automatically adjust the size of all column.

• Reset Columns: Click to reset the columns to the default settings.

Navigate to the Company level Resource Planning tool.

Click Requests and select Requests List.

Select the Group.

Click the columns icon to select the columns to show on the list.

Mark the checkboxes for the columns you want to show:

• Project. The project associated with the request.

• Project #. The project's project number.

• Job Title. The assignee's job title. See Configure Job Titles for Resource Planning

• Tags. The request's tags.

• Status. The request status.

• Start Date. The request's start date.

• End Date. The request's end date.

• Created by. The user who created the request.

• Category. The project's category.

• Subcategory. The project's subcategory.

• Created. The date the request was created.

• Start Time. The request's start time.

• End Time. The request's end time.

• % Allocation. The percent of the assignment's allocation. See What is a Resource Allocation Type?

• [Custom Fields]. Custom fields that are created for requests appear at the end of the list.

To change the order in which the columns appear, click on the column header and use a drag-and-drop operation to move it to the desired location.

Click Save.