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 Create and Modify System Views

You can modify the views found in those categories and create additional views, all via the Views option in the Administration Center. Views in a category will appear under the center Views panel for the category you click on.

Below is the Views page in the Administration Center, with the Assignment page view set selected.

In the center Views panel 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.

Clicking on a view shows the Columns (Fields) that will appear in that view. You can use the  icon in the Selected View Fields panel for adding a new field and the  icon for deleting a selected field.

You can also drag fields up or down in the Selected View Fields Area to reorder them.

For each column, you can designate the column as locked and/or visible, or define the width in pixels.

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 that 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 on the view.

The fields in tan are from the Projects table.

The fields in green are from the Resources table.

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 box to save your changes!