Please read this section to get an understanding of various navigation features that are common to Resource and Investment functions, designed to make you more productive.
Column Selection
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You will find the Columns selector to the right of data entry grids, allowing you to select which columns to show or hide. Tick or untick columns as required. Column selections are typically stored, so your selection is retained when you return to the screen next time. Use this feature to hide any columns you don’t need, thereby making the best use of the available screen space. |
Row Filter
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You will find the Filter selector to the right of data entry grids, allowing you to show or hide rows in the grid as needed. Tick or untick the row items you wish to see or hide, within the category groupings shown. Use the search boxes to find category groups or individual items within them. Filters are typically recorded, so your selection is retained when you return to the screen next time. |
Copy/Paste/Drag Cell Values
You can copy amounts entered by selecting the cell and dragging it by its handle in the lower right corner to adjacent cells (single or multiple rows), ensure only columns to be updated are displayed:
You can also use the common keyboard shortcuts to copy and paste – use the mouse to select one or multiple cells, press Ctrl+C to copy, then select the destination cell and press Ctrl+V.
Maximise Screen Space with “Pop-up”
Maximising the available screen canvas will make you more productive, as you will see more data on screen without having to page down or apply sliders.
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For this reason, the Pop-up feature is available in various sections. It will maximise the portion of the screen to a new tab in the browser, which you can even move to a second screen (if you have multiple side-by-side screens on your desk). |
Example: Resource Approval Board
The Resource Approval board is made up of two sections (Resource Requests at the top, Resource Capacity at the bottom, as explained in the Resource Approval section). The “Pop-up” feature can be used for both so that both sections occupy the full screen in their own browser tab. By moving one to a second screen, you can view these side-by-side and they will interact with each other.
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Meanwhile, the original tab will show both screen sections greyed out, with this message: “This window is currently open in a pop-up window/tab. To close the pop-up and resume work click here.”
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Closing the Pop-Up
To close the pop-up, use the close link in the original tab, or click either ‘Save & Close’ or ‘Close’ at the top of the pop-up. You can now resume work in the original tab.
Annotations
Annotation are notes you can add to a cell to explain the value in the cell as a reminder to yourself or explanation to other users that might be viewing this data.
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The presence of this Annotation counter button at the top indicates that the Annotation feature is available. |
To create an Annotation, right-click on a cell and click ‘Add Annotation’:
Click Add to save the note, this will increase the Annotation counter, now showing if this is the first one you added.
Click the counter itself to see a list of all annotations:
Click the ‘View in Grid’ button next to the Annotation to jump to the cell within the grid that this Annotation is attached to.
Click ‘Highlight annotations on cells’ and hit the Close button – all cells with annotations will now show a red surround, so you can identify at a glance all cells in the grid that have an Annotation.
Back in the grid, right-click (on an existing Annotation) to edit or remove an it.
IMPORTANT: Note that none of your Annotations are saved until you hit the Save button at the top.
Charts
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Where you see this button above a grid, you can click to select from a selection of charts. These will be shown overlaying the grid to visualise the data entered. |
Row Grouping
Where available, drag the column header to the Grouping Activation Area to group by various columns. This feature is not limited to one field. The sequence of grouping can also be changed by dragging the fields around. Click the x next to each field name to remove from grouping. Note: Grouping will be removed when the Add button is clicked to allow for full row entry. Use the Restore Grouping button to return to previous Grouping settings.
Moving Columns
Use the hamburger/grab handle that appears when you hover over a column name to re-sequence the columns. The sequence of the columns changes dynamically as you drag. NOTE: Grouped columns will remain fixed as the first columns in the display.
Show/Hide Empty Rows
Where available (e.g. Investment Tab) use the Showing Empty/Hiding Empty button to toggle between viewing all rows and hiding those without data.
Clicking Showing Empty will hide all empty rows:
Click Hiding Empty to return to all rows view.