Section Expand/Collapse
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Based On* Field
Required. This is a system list. Select "Projects", "Locations", or "System".
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Program* Field
Required. This list is filtered by the Based On field.
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Project* Field
Required. This field is filtered by the Program field.
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Org Chart ID* Field
Required. An alphanumeric ID for the record.
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Description Field
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Status Field
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Revision Field
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Recap By Field
This determines how data is subtotaled in the Recap Section. Select "Category" or "Resource Type".
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Default resource category from Field
This determines how the resource's Category is calculated when you drop them on a group in the chart. Select "Group Default" or "Resource's Title".
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Display Resource IDs in chart Checkbox
If checked, the resource ID is displayed next to the resource's name.
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Allow a resource to be added more than once Checkbox
If checked, a single resource can be added to more than one group.
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Recap Section
Read only. This section counts the resources assigned in the tree and subtotals them according to the selection in the Recap By field.
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