Personalize 
Use
You can choose to customize the resource planner application using the Personalize function. You can change the resource planner application settings and the tables used to display resources, demands and assignments.
Activities
Resource Planner Application Settings
When you choose Personalize at the top-most level of the resource planner application you display the Settings page.
Set or Modify Resource Planner Application Settings
Settings |
Set or change |
Time |
The time zone; the default unit of time for all displays (minutes, hours, days, weeks, months); the days per business week for your company; the day on which your business week starts. |
Distance |
Set whether distances are to be computed and displayed in miles or kilometers. |
Search |
Whether the advanced search should be opened or closed after each search; the default query for resource searches and the default resource view; the default query for demands and the default staffing level. |
Schedule Strategy |
The standard, company-wide scheduling strategy. For more information, see Scheduling and Schedule Strategies. |
Interface Structure of Overview |
The order in which the you see the Demand Overview, the Resource Overview and the Assignments within the resource planner application. |
Table Settings
When you display any table within the resource planner application, the Business Object Layer (BOL) retrieves all data from the WFD Server and then transforms the data to the appropriate format for export to the UI. The columns initially contain the data for the standard defaults which you can change using the Personalize table function.
Actions within Personalize Table
Actions |
Description |
Change the order of the fields in the table |
Display the order list in the Item column. Choose the new position you want the item to occupy within the table. The table automatically adjusts to the new position. |
Display a new object within the table |
Click on the checkbox in the Visible column. You can see the object in the table when there is a check mark in the checkbox. |
Change the number of rows you can view at one time |
Change either the Number of Visible Rows or enter a checkmark in the Show All Rows checkbox. |
Display the table with changes |
Choose Apply |
Cancel any changes |
Choose Cancel |
Revert to the column defaults |
Choose Default Settings |
You move through the Personalize table by clicking on the page and row buttons.
When personalizing the Gantt chart view, you can make snapping active for drag and drop and change the time frame for the snapping grid.