> For the complete documentation index, see [llms.txt](https://docs.fabricplan.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.fabricplan.com/powertable-sheets/how-tos/layout-views-summary/resource/resource-view.md).
# Customize resource layout
Customize the Resource layout to control how tasks and related information are displayed. You can configure task properties, navigate time periods, view summary information, customize timescales, and apply formatting to meet your requirements.
### Navigate resource layout
The time period of data currently visible in the resource layout is displayed at the top of the layout. Use the **left** and **right** arrows to navigate to the previous or next time period.
Select **Today** to quickly navigate to the time period that includes the current date.
Use **Expand All** to expand all rows and **Collapse All** to collapse all rows.
### Configure task properties
Control how task information is displayed in the resource layout using the options available under **Properties**.
1. Select **Properties**.
2. Use the available toggles to show or hide the corresponding information:
* **Data Label** - Displays labels on the task bars. This option is enabled by default.
* **Today Line** - Displays a line indicating the current date in the timeline. This option is enabled by default.
* **Estimate on bar** - Displays the estimated hours on the task bars. If the estimate is not visible on the bar, hover over the task bar to view it.
### View summary information
You can use the **Summary Bar** to view summary information for each resource across the timeline. The Summary Bar provides metrics such as **Total Tasks**, **Scheduled Hours**, **Availability**, and **Utilizations %** for the selected timescale.
To display a summary bar:
1. In the resource layout, select **Summary Bar**.
2. Select the required metric from the dropdown. You can select from the following options:
* **None** - Hides the summary bar.
* **Total Tasks** - Displays the total number of tasks for each resource across each time interval.
* **Scheduled Hours** - Displays the total scheduled hours for each resource across each time interval.
* **Availability** - Displays the available hours for each resource across each time interval. Availability is calculated as the difference between the total allocated hours and scheduled hours.
* **Utilizations %** - Displays the percentage of utilized hours for each resource across each time interval.
The selected summary metric is displayed for each resource across the corresponding time intervals in the resource layout.
### Switch and manage timescales
Use timescales to control the level of detail displayed in the Resource layout. You can switch between available timescales to view task schedules at different levels of detail or customize timescales to control the date range and timeline levels.
#### Switch the timescale
You can view the resource layout at different timescale levels to analyze task schedules at varying levels of detail. Select a timescale from the dropdown in the layout.
The following timescales are available:
* **Full Range** - Displays the complete task timeline with year, quarter, and month levels expanded for a detailed view.
* **Year** - Displays the timeline at the year level, with quarters and months shown within each year.
* **Quarter** - Displays the timeline at the quarter level, with the corresponding months and weeks shown within each quarter.
* **Month** - Displays the timeline at the month level, with the corresponding weeks and individual days shown within the month.
* **Week** - Displays the timeline at the week level, with individual days shown within each week.
#### Manage timescale
You can customize a timescale to control the date range and levels displayed in the resource layout.
To manage a timescale:
1. In the resource layout, select **Manage Timescale**. The **Manage Timescale** side panel opens and displays the available timescales: **Full Range**, **Year**, **Quarter**, **Month**, and **Week**.\
2. Select the **Edit** icon for the timescale that you want to customize. The **Customize Timescale** panel opens.
3. In the **Title** field, edit the name of the timescale if needed.
4. Under **Timescale**, select the **Range** and specify the **Value** for the timescale.
5. Under **Level Format**, configure the available levels and their display formats.
For each available level, select the required time unit, interval, and display format.
6. Select **Save**.
The customized timescale is available in the timescale dropdown and can be selected to display the **Resource** layout using the configured date range and levels.
### Customize resource layout components
Customize the appearance and display settings of components in the **Resource** layout. Use **Edit Resource** to configure timeline settings, milestone styles, data colors, and labels displayed in the layout.
To customize resource layout components:
1. In the **Format** tab, select **Edit Resource**, and then select any component that you want to customize.
2. The **Edit Resource** side panel opens with separate tabs for each component:
* **Timeline**
* **Milestone**
* **Data Color**
* **Label**
3. Select the required tab to configure its settings.
4. Modify the required settings and view the changes in the resource layout.
5. Select **Save to Database** to save the changes.
#### Configure timeline settings
Use the **Timeline** tab to configure timeline and scheduling settings for the resource layout.
* **Fiscal Year Starting Month** - Specifies the month that marks the beginning of the fiscal year used in the timeline.
* **Week Start Day** - Defines the first day of the week displayed in the timeline.
* **Work Week** - Specifies the working days used for task scheduling and resource allocation calculations.
* **Daily Capacity** - Defines the number of working hours available per day for each resource. This value is used to calculate **Scheduled Hours**, **Availability**, and **Utilizations %** in the **Summary Bar**.
* **Holidays & Exceptions** - Allows you to configure non-working days, holidays, and other exceptions that affect scheduling.
* **Color** - Sets the color used to highlight non-working periods in the timeline.
* **Pattern** - Specifies the fill pattern used to display non-working periods and exceptions in the timeline. Select a pattern from the available options.
* **Zoom Using Mouse Wheel** - Enables or disables zooming the timeline using the mouse wheel.
#### Customize milestone appearance
Use the **Milestone** tab to customize milestone appearance in the Resource layout.
* **Shape**: Select a milestone shape.
* **Fill**: Configure milestone fill color.
* You can also upload a custom milestone icon using **Upload** and upload an icon of your choice.
#### Configure data colors
Use the **Data Color** tab to customize colors displayed for task bars.
* Select **All** to apply a single color to all task bars.
* To color task bars by column, select **Column**, and then choose a column from **Option Columns**. Only **Single Select** columns are available in **Option Columns**.
* Each task bar is assigned a color based on the option selected for that task in the chosen column. For example, if you select the **Status** column, tasks with different status options are displayed in different colors.
#### Configure task labels
Use the **Label** tab to configure labels displayed on task bars.
You can:
* Enable or disable data labels.
* Select the field used for label display.
* Configure font size.
* Modify text and background colors.
* Enable **Adaptive label** to adjust label display based on available space.
{% hint style="info" %}
#### Note
Changes made in the **Edit Resource** panel affect the appearance and display settings of the Resource layout. Use **Reset to Default Styling** to restore the default component settings.
{% endhint %}
### Create formatting rules
Use format rules to highlight task bars, summary bars, and milestones based on specified conditions. Format rules help visually identify tasks and summary information that meet defined criteria.
To create a format rule:
1. In the **Format** tab, select **Format Rules** > **Create Rule**.
2. In the **Create Formatting Rule** side panel, enter a name in the **Title** field.
3. In **Impacts On**, select one or more components to which the rule should apply. They include:
* **Bar**
* **Summary Bar**
* **Milestone**
4. Configure the condition in the **Condition If** section.
5. Under **Rule Highlight**, specify the formatting to apply when the condition is met.
6. Select **Apply**.
#### Configure conditions for task bars
When **Bar** is selected in **Impacts On**, define the condition using a table column.
1. Select a column from the first dropdown.
2. Select a comparison operator.
3. Select or enter a value for the selected column.
4. Configure the highlight settings for the task bar.
In this example, task bars with the **Status** value **Done** are displayed in green.
#### Configure conditions for summary bars
When **Summary Bar** is selected in **Impacts On**, specify the summary bar elements to format.
1. In **Apply To**, select one or more summary bar components, such as
* **Bar**
* **Data Label**
2. In **Condition If**, select a summary metric and define the condition.
3. Configure the highlight settings for the selected summary bar components.
In this example, summary bars where **Scheduled Hours** is greater than **8** are displayed in red.
{% hint style="info" %}
#### Note
Select **Scheduled Hours** from the **Summary Bar** dropdown to view the applied formatting.
{% endhint %}
#### Add multiple conditions
You can define multiple conditions within a single format rule.
1. Select **Add Rule**.
2. Configure the additional condition.
3. Connect conditions using **AND** or **OR** operators.
Use multiple conditions to create more specific formatting scenarios based on different field values. In this example, tasks with the **Task Type** value **Story** and the **Status** value **Completed** are highlighted in pink.
{% hint style="info" %}
#### Note
A single format rule can be applied to multiple components by selecting **Bar**, **Summary Bar**, and **Milestone** in **Impacts On**. This allows the same condition to be reused across components without creating separate rules for each one.
{% endhint %}
#### Manage format rules
Use **Manage Rule** to modify and organize existing format rules in the resource layout.
To manage format rules:
1. In the **Format** tab, select **Format Rules** > **Manage Rule**.
2. In the **Manage Rule** side panel, view all available format rules.
3. Use the available actions to manage rules:
* **Edit** - Modify the rule conditions, affected components, or highlight settings.
* **Duplicate** - Create a copy of an existing rule to use as a starting point for a new rule.
* **Delete** - Remove a rule from the resource layout.
* **Show/Hide** - Enable or disable a rule without deleting it.
* **Drag and reorder** - Change the order of rules by dragging them to the required position.
4. Select **Create New Rule** to add a new format rule from the **Manage Rule** panel.
---
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