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Table view

Table view allows you to manage resource time in hours in a tabulated format. You are able to enter hours directly in the table on the Table View page. The date range is limited to month views. Each cell represents a week.

Table view works similar to plans. Options available in both plans and table view work the same, including the same keyboard shortcuts. This page only lists options that are different or those that are not available in Plans.

Table View access is controlled under the General tab of the Security Profiles. You can customise the alias of the Table View page or enable or disable the page entirely via Page names.

Note

  • Unconfirmed bookings are not displayed in the grid on the table view page
  • Roles cannot be created on the table view page
  • Only job and resource filters are available on the table view page

Access

Select Table view from the left hand menu to display the Table View page.

Interact

Expand the collapsed row to start interacting (by default, Jobs view is always expanded, and Resource view is always collapsed). You cannot select/edit/cut/copy/clear cells from the top row but you can select/edit/cut/copy/clear cells from the child rows.

Select a cell

Click on a cell to select it

Move to adjacent cells

Use keyboard arrow keys to move to adjacent cells.

Enter or update a value in a cell

  1. Select a cell
  2. Press the Enter key. The cell will display a cursor
  3. Enter your value

You can also:

  • Double-click in a cell and then enter a value
  • Directly start typing by entering a number or a decimal point in a cell (non-numeric keys are ignored)

Save changes to cell

  1. Enter a value in a cell
  2. Press the Enter key
  3. Value will be saved

Value will also be saved if you click another cell or anywhere on the page.

Undo changes to cell

  1. Enter/Change a value in a cell
  2. Press the Esc key
  3. Changes will be discarded

Clear a selected cell

  1. Select a cell
  2. Press the Delete or the Backspace key to clear the cell

You can also:

  • Select Edit > Clear from top command bar menu to clear the cell
  • Right-click a cell and select Clear from the context menu that pops up

Copy the contents of a cell

  1. Right-click the cell
  2. Select Copy from the menu that pops up

Cut the contents of a cell

  1. Right-click the cell
  2. Select Cut from the menu that pops up

Paste the contents of a cell

  1. Right-click the cell
  2. Select Paste from the menu that pops up

Assign a job to a resource

  1. In the Resources view, click the + next to a resource
  2. Add the Job and Date range on the screen that is displayed
  3. Click Add booking

Assign a resource to a job

  1. In the Jobs view, click the + next to a jobs
  2. Add the Resource and Date range on the screen that is displayed
  3. Click Add booking