Administering Views

This article shows how to add and maintain Views in the Administration area.

Overview

Views in ResourceFirst are the spreadsheet-type grids that appear on some pages, as opposed to Forms, which appear as an entry form. ResourceFirst comes standard with a set of views including at least one view for each page.

System administrators can create and customize views for all users and for partition subsets of users. Users can create their own custom views.

How To

How to Create and Modify System Views

Step 1: Select the Views option in the Administration area. Views in a category will appear under the center Views pane for the view category you click on.

Below is the Views page, with the Assignment category (in the left pane) and the Forecast Expanded view (in the center pane) selected.

In the center Views pane is the list of available views for the Assignment pages, along with the icon for adding a new view and the  icon for deleting a selected view.

[Note that Views can be designated to a particular partition and/or be made active or inactive. For more on partitions, see Using Partitions.]

[Also note that the “Insert Resource Assignment” view under Resource Lists, can be used to define which fields appear in the resource search dialog in the Add Assignment dialog (see image below for the Resource Lists set of views).]

Adding, Deleting, and Arranging Fields on a View

Step 1: Click on a view in the Views pane. This shows the Columns (Fields) that will appear in that view in the Selected View Fields pane.

Step 2: Use the icon in the Selected View Fields pane for adding a new field or the icon for deleting a selected field.

Step 3: Upon clicking the icon to add a new field, you will be prompted with a list of available fields:

Step 4: Select the fields you wish to add to the view by clicking the appropriate check boxes.  Then click the Add button.

Step 5: Arrange the fields in the view as desired. Drag fields up or down in the Selected View Fields Area to reorder them.

Step 6: For each column (i.e., field), you can designate the column as locked and/or visible, or define the width in pixels.

Step 7: Click the Save button in the upper right of the Selected View Fields pane.

Note: In many of the views (those tied to projects or resources), your list of available fields will be limited to those that apply to their respective category. In Assignment and Time(sheet) views, you can use fields from Resource, Project, and Assignment categories. They are each color-coded differently.

For example, in the screenshot below, the Assignment category is selected, and the Forecast Expanded view is selected in the center. On the right panel, after clicking “+” to add fields to the view, note that there are three colors of fields available in the Available Fields dialog.

The fields in white are from the Assignment table, and those fields will be able to be updated by the user on the view.

The fields in tan are from the Projects table and will be read-only in the view.

The fields in green are from the Resources table and will be read-only in the view.

In other words, Project and Resource fields can be included on the view, but are considered “mapped fields” and are only included in the view for read-only purposes.

Important! Don’t forget to click the Save button in the upper right of the Selected View Fields pane to save your changes!