User Defined Views

This article describes how a user can create personal, custom views on grid style pages.

Overview

ResourceFirst provides named Views which can be selected by the user to display different fields on grid-style pages. Grid style pages include Assignment, Project Data, Project Demand, and Resource Data-Capacity-Utilization pages, and more .

Views define which fields are displayed and the left to right order of display; period data columns are not included in View definition and are always displayed to the right of visible fields.

Each of the primary planning objects in ResourceFirst (projects, resources, labor assignments, and financial assignments) has a unique set of fields. The fields available for display on a page are limited to the object-related set except for assignment pages, which can display fields from the projects and resources objects as well as assignment objects. Period data grids are not object-unique fields.

System administrators configure system views in the Administration module that are available to all users.

Edit View Dialog

Users can create, modify, and delete their own custom views. Partition administrators create named partition views that are available to partition users.

Every grid type page has a selected view. When the user clicks the Edit View icon, the Edit View dialog is launched containing the definition of the currently selected view.

 

Project pages display project fields, resource pages display resource fields, BUT

Financial assignment pages display financial assignment and project fields

Labor assignment pages display labor assignment, project, and resource fields.

 

How To

Create/Modify a View

Step 1: Select the Edit Views icon.

The view definition of the current view is loaded in the dialog.

Step 2: Create the desired view definition in the Selected Columns pane.

Both panes can be sorted or filtered by the standard column menu.

Step 2.1: Define the fields to be displayed in the view.

To add fields to the view, click the checkbox of fields in the Available Columns pane and click the right pointing arrow between the panes.

To remove fields from the view, select fields in the Selected Columns pane and click the left pointing arrow between the panes.

Step 2.2: Define the left to right order of the fields in the view.

Click the checkbox of fields in the Selected Columns pane that you want to move up (left) or down (right).

Left click anywhere in the selected rows and drag up or down.

                       

Step 2.3: Save the View definition.

Editing a system view (the Update menu is not visible) or to create a new custom view:
Click the Save As . . . button and give a name to the new custom view.

Editing a custom view:
Click the Save As . . . button and give a name to a new custom view, OR
Click the Update button to revise the existing custom view.

After you have saved a personal custom view, it will appear in the drop-down list for that page, along with those defined by the administrator.

Sharing a View to a Partition

If using Partitions, a Partition Administrator can share custom views with others in that partition. For more on partitions, see Using Partitions.

If the view already exists:

Step 1: Select the Edit Views icon.

Step 2: Click the Share button.

If the view does not exist:

Step 1: Create the view as described above, including Update or Save As . . . .

Step 2: Select the Edit Views icon.

Step 3: Click the Share button.