Grid and Details View

The 'Grid and Details' view shows the outline view of the WBS, with the details of the selected line item on the right pane.

To view the schedule in the grid and details view

• Ensure that you are on the project schedule module. If not done already:
  • Ensure that you are on the management console of the project
  • Click the app launcher icon in the top-right and select 'Schedule'
  • Click 'Planner' on the top

• Choose 'Grid and details' from the drop-down on the top left

• Select the line item you wish to view in detail.

An example is shown below:

A slider pane opens on the right with the details of the selected task.

Search and filter options:
Use the 'Search' box located at the top left to find any project using any value from the table as search criteria 
Right-click the column header and customize the display and order of the columns as you wish 
The options at the top right allow you to filter the entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
Customize Columns in List Views
Filter Options in List Views
Manage Custom List Views				
View Groups and Subtotals
You can get totals and subtotals of numerical data for any selected set of records by grouping and applying nested grouping. Use the  icon at the top right to organize the data by column headers.
The system automatically aggregates relevant numerical values, giving a structured breakdown and a clear view of the grand total distribution. See Group and Organize Items in a List View for more details
Download as Excel Sheet
Click the button at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details.