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Planview Customer Success Center

Project planner, scenario comparison worksheet, and resource management worksheet (RMW): Best practices

The following information is a list of best practices and recommendations for using the project planner/PPWscenario comparison worksheet, and the resource management worksheet (RMW).

Use custom worksheet views

Create custom worksheet views to display only the data that is relevant to you in the worksheet.

Improve the task data entry performance by using a view that contains only the fields that you require for data entry. If read-only fields are not necessary for data entry or editing, remove them from the view.

Filter data as much as possible

Create and apply filters so that only the items that you require are displayed in the worksheet. The less data that has to be processed and rendered, the better the response time of the worksheet.

Create expressions with the logical operators (AND and OR) and parentheses to create more complex filter criteria.

Expanding and collapsing entity rows

These recommendations apply only to the project worksheet and RMW.

When working with worksheets that contain large amounts of data, avoid using the Expand all and Collapse all options on the top-level row.

When working with large projects, expand only the row you want to view or edit, and collapse all other rows.

Before closing the worksheet, collapse all rows to reduce the loading time the next time that you access the worksheet.

Enter data by rows

Enter all of the data in a row before moving to another row. Avoid going back and forth between rows. Each time you edit a cell and move to a different row creates a separate action, which increases processing time.

Use the "upon request" options for calculations

To reduce processing time on the worksheets, use the "upon request" options where applicable:

Calculate upon request option for calculating the critical path on the project worksheet

Validate upon request option on RMW