Properties

Click this button to move the selected attributes from the Available Attributes box to the Selected Attributes box.

The attributes that have been assigned to the work item types listed on the General tab.

The custom display name for the attribute, as it will appear in the datasheet. If this field is empty, the Default Header will be used.

The name of the datasheet.

The default display name for the attribute, as it will appear in the datasheet.

Columns are displayed from left to right in a datasheet. Click this button to move the column for this attribute to the right in the datasheet.

Columns are displayed from left to right in a datasheet. Click this button to move the column for this attribute to the left in the datasheet.

Click this button to move the selected attributes from the Selected Attributes box to the Available Attributes box.

The attributes that are displayed as columns in the datasheet. Columns are displayed from left to right in the order listed here.

Select the Allow users to change chart check box to allow users to view the other charts created for the datasheet on the dashboard. If this check box is selected the user can select one of the datasheet's other charts from the chart list on the dashboard. Clear the check box if you only want the chart you selected from the Left Chart or Right Chart chart list to be displayed on the dashboard for the datasheet.

The name of the datasheet.

Select the chart you want to be displayed on the left side of the datasheet's dashboard. The charts displayed in the chart list, are the charts created for the datasheet in the Charts tab.

Select the chart you want to be displayed on the right side of the datasheet's dashboard. The charts displayed in the chart list, are the charts created for the datasheet in the Charts tab.

Select the Synchronize with datasheet check box to have the data displayed in the selected chart reflect the data displayed in the datasheet. For example, if a snapshot is selected on the datasheet, the chart would display the data from the selected snapshot. Clear the check box if you want the selected chart to only display live data from the datasheet. When the Synchronize with datasheet check box is cleared, the chart on the dashboard displays the data from the snapshot selected in the View chart using this data box in the New Chart or Chart Properties page in the Charts tab.

This tab enables you to select the type of allocation that is included on the datasheet. Proposed and Committed are selected by default. This will include both types of allocation status on the datasheet. If you want to filter out one type or the other, clear the appropriate check box. For example, if you want to filter out soft allocations, clear the Proposed check box.

This tab enables you to define the attributes that constitute "other demand." This demand comes from work item allocations that are outside the scope of the current datasheet, but are contained within the same portfolio hierarchy. For example, you can include demand data from only a work item with a specific project status. Other demand can also be a work item filtered out of the datasheet.

This tab enables you to select the resource roles that are included on the datasheet. Resource roles display as columns on the datasheet within the specified time period. For example, if you have 5 resource roles and the selected time period is Calendar Month from January to December, the datasheet displays 12 time periods, each of which contains five resource role columns. To display a subset of available resource roles, clear the appropriate check box.

This tab enables you to select the resource teams that is included on the datasheet. In the Resource Team column, select the resource teams to include their resource demand and capacity data on the datasheet. All resource teams are selected by default. To display a subset of available resource teams, clear the appropriate check box.

Click this button to move the selected attributes from the Available Attributes box to the Selected Attributes box.

Select this option to indicate that the work item on the datasheet must meet the conditions of the selected filter rule and all other filter rules that do not begin with Or. For example, if multiple rules use the And option, and one rule uses the Or option, the rules containing the And option are grouped together, and the rule containing the Or option is considered separately. The work item on the datasheet must either meet all of the And conditions, or at least the Or condition.

Select the datasheet column that you are building a filter rule around from this list.

Select what the filter rule should compare the attribute to. Select the this specific value option and type a value in the box below the options to filter the datasheet so that only work item with the Comparison relationship with the value you specified for the selected attribute are displayed. Select the another attribute option and select an attribute from the list below the options to filter the datasheet so that only work item with the Comparison relationship between the two selected attributes are displayed.

Select the test you want to apply to the column selected in the Attribute list.

The name of the datasheet.

Removes the selected rule from the Filter Rules box.

Moves the selected rule down in the list.

Lists all of the current rules set up to filter the datasheet.

Select this option to indicate that the work item on the datasheet must meet the conditions of the selected filter rule, or all the filter rules that do not begin with Or, or another filter rule that begins with Or.

Moves the selected rule up in the list.

Click this button to update the selected filter rule.

You can associate the datasheet with a specific location in the work item hierarchy. This enables you to define the root work item for the datasheet; the work item you select is the top-level work item in the datasheet. By default, datasheets are associated with the enterprise portfolio.

Displays the user name of the person who initially created the datasheet, and the date and time it was created. This box is read-only.

Select the default expansion level for the datasheet from the Default Expansion Level list. The Default Expansion Level list determines how many levels of the datasheet are opened on the datasheet by default.

Type a brief description of what the datasheet can be used for, or what data it includes.

Select how many levels of data you want to view on the datasheet from the Display Levels list.

Displays the user name of the person who made the most recent changes to the datasheet, and the date and time they modified it. This box is read-only.

Displays the location of the datasheet within your organization's portfolios.

Select this check box if you want the datasheet to only be available to you. Clear the check box if you want the datasheet to be available to all users that have access to datasheets for the portfolio. When the Private check box is selected, only the user that created the datasheet can view and modify the datasheet, unless you are sharing the datasheet.

This button is only available if the Private check box is selected on a datasheet that you created. If you selected the Private check box, but would like to share the datasheet with specific users and/or security groups, you can share the datasheet. When you share a datasheet, the users and/or members of the security groups you assigned to the datasheet can also view and modify the datasheet. Click the Share button on the General tab on the New Datasheet, Datasheet Properties, or Datasheet Type Properties page to assign users and/or security groups to the datasheet on the Datasheet Shared Access page.

Select this check box check box to display excluded rows on the datasheet. A row is excluded on a datasheet when the check box to the left of the row is cleared. Excluded rows are displayed in gray on the datasheet. If the Show All Roles check box is cleared, the excluded rows are not displayed on the datasheet.

Select the Show Unallocated check box to display the differences between a parent work item and its child work item for roll-up attributes in non-roll-up dimensions, such as the target dimension.

Select the Include All Types option to include all work item types on the datasheet. Select the Include Only These Types option and select the work item types you want to include on the datasheet. To select more than one work item type from the list, press CRTL while selecting each work item type.

Select this option if you would like the corresponding column sorted in ascending order.

Select this option if you would like the corresponding column sorted in descending order.

Select the column's attribute name that will be used for the first grouping of data on the datasheet.

Select the column's attribute name that the datasheet's data will sort by first.

Select the column's attribute name that will be used for each of the consecutive groups of data. You do not need to select an attribute for each of the Then By lists.

Click this button to move the selected attributes from the Available Attributes box to the Selected Attributes box.

The attributes that have been assigned to the work item types listed on the General tab.

Select the type of dimension to display in the Timegrid tab.

Select the type of dimension to display in the Timegrid tab.

Columns are displayed from left to right in a datasheet. Click this button to move the column for this attribute to the right in the datasheet.

Columns are displayed from left to right in a datasheet. Click this button to move the column for this attribute to the left in the datasheet.

Click this button to move the selected attributes from the Selected Attributes box to the Available Attributes box.

The attributes that are displayed as columns in the datasheet. Columns are displayed from left to right in the order listed here.

Select this check box to display milestones in the Timeline tab.