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.
Build Tab: Use this tab to enter information and edit the schedule, including activity names, durations, and calendars
Resources Tab: Use this tab to assign resources to the schedule and define work hours
Codes Tab: This tab includes default fields for Job Type and Location, which can categorize work types like 'Electrical' or 'Concrete'. You can add additional codes, such as activity codes, as needed
Updates Tab: Track updates like complete percentages, status, planned start, and planned finish dates.
CPM Data Tab: All CPM-related activity data, such as floats, starts, and finishes, is organized in this tab.
Variance Tab: This tab allows you to compare your current schedule against a baseline or any previous version. It automatically calculates variances for key metrics such as Start Date, Finish Date, and Total Float, helping you identify schedule deviations
Features of Table View
Element Names:
Displayed on the left-most column, pinned for ease of access.
Rename elements by selecting and typing in the cell.
Expand or collapse groups using the adjacent arrows
Activity ID: Automatically generated but editable
Customization: Rearrange fields (except 'Name') by dragging the header
Editing Durations and Calendars:
Change durations by selecting the duration cell and inputting a number.
Assign a different calendar from the dropdown in the calendar cell.
Resource Loading: Easily add labor, equipment to activities along with work hours
Applying Filters: Utilize the 'Filter' button to streamline data viewing. Read more
Adding and Hiding Fields:
Add new codes using the "+ New Code" button located at the end of the table, after the last column.
Hide fields using the 'Hide Fields' located in the column heading menu
Status Updates: Modify the status of elements directly within the table from the Updates tab. Read more
Bulk Actions: Table View supports various bulk operations for efficiency Read more
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.
Adding Columns: There are three ways to add a column:
Click the three-dot menu in the column header, select Insert Left or Insert Right, then choose New Code to add a code or an existing column to restore a hidden field
Click “+ New Code” in the header.
Click “+ Add Field” located at the right end of the table
Removing Columns: Hide fields using the 'Hide Fields' located in the column heading menu
Learn how to create Codes here