To customize the spreadsheet or timeline view

To customize the spreadsheet or timeline view

When you view the Workflow tab in spreadsheet view mode or timeline view mode, you can make choices about the information that you want to see. To customize the view, click Layout (

). The Project Workflow Tab Layout dialog opens with the following options.

Options on the Project Workflow Tab Layout dialog

Options on the Project Workflow Tab Layout dialog

Spreadsheet Layout

To hide the options in the Spreadsheet Layout section on this dialog, click the icon next to the section title. To view a hidden section, click again.

Columns to Display

A list of check boxes that corresponds to the columns you can include in spreadsheet view mode. Click a link above the list to select a preset group of columns to display:

all: default setting; all boxes checked (all columns display).

targets: hides Status, % Complete, and Actual date columns.

actuals: hides Target Dates/Effort and Member/Reviewer roles columns.

all dates: displays all columns that are related to target and actual dates.

responsibility: displays columns that are related to who is assigned to complete the tasks.

Alternatively, you can check individual columns to include them or clear columns to remove them.

First Column Width

Defines the width for the first column, which displays task names and dependencies. You can set a different first column width for spreadsheet view mode and for timeline view mode. Select:

Remember Last Setting: When you view the workflow spreadsheet, you can adjust the first column width to see more or less of the task names.

Exactly: Select to enter a number that sets the column to an exact width in pixels.

Timeline Layout

To hide the options in the Timeline Layout section, click the icon next to the section title. To view a hidden section, click again.

The increment of time that is used for measurement. Select Weeks or Months. The default setting is Weeks.

The bars in the timeline view indicate durations. You can choose to display Actual/Forecast dates, Target dates, or both. The default is to display both.

By default, the bars do not have captions. Select an option to display task information as bar captions. For example, you can have task names or milestone types display as the captions.

First Column Width

Defines the width for the first column, which displays task names and dependencies. You can set a different first column width for spreadsheet view mode and for timeline view mode. Select:

Remember Last Setting: When you view the workflow spreadsheet, you can adjust the first column width to see more or less of the task names.

Exactly: Select to enter a number that sets the column to an exact width in pixels.

Make these the default settings for this project workflow tab

Check this box to make your selections the default for the Workflow tab. This option ensures that whenever you navigate away from and back to this tab, your display settings will not change (until the next time you make a change and check this box).

Your settings become the defaults for all users for this workflow, until someone changes the defaults.

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