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 Labor, Financial, Request, and Asset assignments, Project Data, Project Demand, and Resource Data, Capacity, and Utilization pages, and more.
Period data columns (e.g. resource capacity and forecast demand for resources on projects) are not included in View definitions 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 project and resource objects as well as assignment objects.
System administrators configure system views in the Administration module that are available to all users. Users can create their own personal named views.
Edit View Dialog
Users can create, modify, and delete their own custom views. Partition administrators can create named partition views that are available to partition users.
Every grid type page has a selected view. In the screenshot below the “Forecast View” view is selected, and the Edit Views icon (
) is to the right of the view selection drop-down control.
When the user clicks the Edit Views icon, the Edit View dialog containing the definition of the currently selected view is activated.
The Edit View dialog on project pages displays project fields, on resource pages it displays resource fields, BUT
on financial assignment pages it displays financial assignment and project fields
on labor assignment pages it displays labor assignment, project, and resource fields.
These non-native project and resource fields on assignment pages are called “mapped fields”.
The source of the fields in an assignment page Edit View dialog can be distinguished by the Source Table filter, as shown below:
Modifying the View Specification with On-the-Page Actions
When a view is active, some on-the-page column manipulation actions modify the view specification. This ensure that the next time the view is selected it will look the same as the user left it.
Properties that can be changed by actions on the page are:
Column freeze state
Column visibility
Left-to-right order
Width.
Sort Direction
Sort direction can be set on one field in the view specification. The first field from the top with a sort direction determines the grid sort when the view is selected.
How To
Create/Modify a View
Step 1: Select the Edit Views icon .
Step 2: To add fields to the view, select fields in the Available Columns pane to move to the View Columns pane.
Click the right pointing arrow between the panes.
Step 3: To remove fields from the view, select fields in the View Columns pane to move to the Available Columns pane .
Click the left pointing arrow between the panes.
Step 4: Define the left to right order of the fields in the view.
Click the checkbox of fields in the View Columns pane that you want to move up (left) or down (right).
Click anywhere in the selected rows and drag up or down.
Before Move After Move
Step 5: Associate a named filter specification with the view.
A previously saved named filter can be associated with a view. When the view is selected, the filter is applied to the grid.
Note: A named filter remains in effect when the view is changed unless the new view has an associated filter.
Step 6. Set a (single) field sort order.
The order specified in the first field from the top in the Sort Direction field will be applied to the grid when this view is selected. Any order below the first one has no effect.
Step 6: Save the View definition.
Click the Update button if you are editing one of your personal custom views and want to change the view specification.
Click the Save As . . . button and assign a name to the new custom view if you want to create a new custom view or are editing a system view (in which case the Update option is not available).
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 and modify the specification.
Step 2: Click the Share View button.
If the view does not exist:
Step 1: Create the view as described above, using Update or Save As . . .
Step 2: Select the Edit Views icon again.
Step 3: Click the Share View button.
