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Project Table Basics
Project Table Basics

Table and how to navigate in table

Updated over a week ago

Table View transforms your project into a user-friendly spreadsheet format. It's an ideal choice for data entry and complements the Canvas View, which is more suited for understanding the project's logic.

Tabs in Table

To find relevant columns easily, we have divided the table into convenient tabs.

  1. Build Tab:

    • This tab is to edit/modify the schedule, including activity names, durations and calendars.

  2. Resources Tab:

    • The Resources tab allows you to resource load the schedule along with work hours.

  3. Codes Tab:

    • This tab has two default fields of Job Type and Location that can be used for things like type of work such as 'Electrical', 'Concrete', etc. You can add more codes like activity codes or others as needed.

  4. Updates Tab:

    • Track updates like complete percentages, status, planned start, and planned finish dates.

  5. CPM Data Tab:

    • All CPM-related activity data, such as floats, starts, and finishes, is organized in this tab.

The best way to get an overview of the table functionality is to watch this short video:

Features of Table View

  1. Element Names:

    1. Displayed on the left-most column, pinned for ease of access.

    2. Expand or collapse groups using the adjacent arrows.

  2. Activity ID:

    1. Automatically generated but editable.

  3. Field Customization:

    1. Rearrange fields (except 'Name') by dragging the header.

    2. Rename elements by selecting and typing in the cell.

  4. Editing Durations and Calendars:

    1. Change durations by selecting the duration cell and inputting a number.

    2. Assign a different calendar from the dropdown in the calendar cell.

  5. Resource Loading:

    1. Easily add labor, equipment to activities along with work hours.

  6. Applying Filters:

    1. Utilize the 'Filter' button to streamline data viewing.

  7. Adding and Hiding Fields:

    1. Add new codes via '+New Code'.

    2. Hide or show fields using the 'Hide Fields' button.

  8. Status Updates:

    1. Modify the status of elements directly within the table from the Updates tab.
      Read more about it here

  9. Bulk Actions:

    1. Table View supports various bulk operations for efficiency.
      Read more about it here

How to add/remove columns

Each project has two custom fields pre-populated in the codes section of the Table - Location and Job Type. You can remove these fields and create as many new ones as you need.

Creating a new code

  1. Navigate to the section of the Table you want to add a custom code to (Build, Resources, Codes, CPM Data). For more details on Table view, click here to learn​.

  2. In the table page, click on '+ New Code' on the top right part of the header. You can also add a custom code by clicking on the '+ Add' button in each on the Table subsection which appears as the last column. Click on '+ Add' and than select 'New Code.

  3. A dialog will pop up, allowing you to name the Code. Choose a name that is easy for everyone to understand. Some popular codes are Supervisor, Work Stage, Risk, Status, Sub-contractor, etc.

  4. Add a few Options for the new code, also known as tags. You can add a few now and create new ones anytime later.

  5. Click on 'Create Code' to create a new field.

  6. Once a Code is created, you can add a tag to any activity.

How to re-arrange columns

To rearrange the order of columns in the table, simply click on the desired column header and drag it to your preferred location, then release to drop it into place.

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