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Question

What task naming convention can I use to make resource grids easy to use?

Solution

By prefixing your task name, you gain the ability to pull all tasks with the same prefix into the resource assigning or resource planning grid.




Then in the grid criteria, you can specify just the prefix, and when you go to the Assign tab or Plan tab, only those tasks will return.  Additionally, if you have any parent tasks that serve just to group tasks, you can make them inactive and suppress them from the output of the grid.



Additional Information

Help Docs - People Assigner

Help Docs - People Planner


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