How do I map resource fields between the Resource Pool and the resource planning tools?

This article will show you how to map a Resource Custom Field from the PortfolioEngine Database with a field in the Resource Pool. First, the Custom Field would need to be created on the Portfolio Custom Field Page. The field to be mapped needs to exist in the Resource Pool, which is the Resources List. This lesson will first show how to create a new field in the Resource Pool, and then how to map the Custom Resource Field. For additional instructions for creating a new Portfolio Field, refer to the article Configuration - Portfolio Custom Fields.

1. Navigate to Site Libraries and Lists

  1. Select the Settings Gear icon on the Icon Bar.
  2. Under either the Resource Management heading, select Site Libraries and Lists.

2. Select Customize Resources

The Resource Pool is built from the Resources List. Click the link for Customize "Resources". This will navigate to the List Settings.

3. Create a New Column

Below all the List Columns/Fields, click the Create Column link.

3.1. Specify the Column Name and Type

  1. Name: Enter the New Column Name. Note the recommendation for internal field names.
  2. Type: Select the Column Type.

3.2. Configure the Additional Column Settings

  1. Description: Enter a field description. This is optional.
  2. Require that this column contain information: Select Yes or No.
  3. Enforce unique values: Select Yes or No.
  4. There are additional settings that vary, based on the field type selected above. Specify all settings as needed.

3.3. Configure Add to Default View Setting

  1. Add to all content types: The Resource Pool uses the Resource Content Type. Check the box to ensure that this field is included in that content type.
  2. Add to default view: Check the box for whether or not to add this new Column in the default view of the Resource Pool page (when accessed via the Site Settings page).

3.4. Save and Close New Column

When finished, click the OK button.

4. Modify Newly Created Column

If needed, open the Column again to modify it to change the Internal Field Name to a different Display Name.

4.1. Modify Column Display Name

  1. The Internal Field Name doesn't change. The Internal Field Name is found in the URL of the Column Settings page.
  2. Modify the Column's Display Name in the Column Name section as needed.

 

4.2. Save and Close Column Settings

When finished, click OK.

5. Navigate to Field Mapping

  1. Select the Settings Gear icon on the Icon Bar.
  2. Under either the Resource Management heading, select Field Mapping.

6. Map Fields

  1. Any fields that have been added to the Portfolio Custom Fields Page with the Resource Type will show here under the PortfolioEngine Field heading.
  2. Under the SharePoint Field heading, select the Custom Field from the Resources List App.
  3. Click the Save button to complete the mapping of the fields.

7. Field Mappings In Use

Now that the fields are mapped, users can see the mapped information in the Resource Analyzer and Resource Planner tools.

In this example:

  1. The administrator would populate the field's data in the Resource Pool. Open up the Resource edit form and add the value to the field.
  2. Then, when a Project Manager or Resource Manager launches a Resource Plan or the Resource Analyzer, that data can be shown for that Resource.

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