How do I add Resource Planner custom fields?

This article shows how to configure additional custom fields for the Resource Planner. The end user building the Resource Plan can enter additional details for the rows in the Resource Plan.

When users open the Resource Planner, there is an option to have metadata entered for the Resource Plan rows. For example, there might need to be a field for entering comments, such as requesting a certain type of resource, beyond just the resource role. Another example, there might be a need to specify that the requested role will be billable work vs. non-billable work. If the field is a text field, the custom field can be added directly into the Resource Planning Custom Fields page. If the field is a "code" field, such as a choice field, that field would first need to have the lookup choices added to the page for Portfolio Custom Lookups.

1. Navigate to Portfolio Custom Lookups

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

2. Add New Portfolio Custom Lookup

  1. Click the Add button.
  2. Name: Enter a Name the Lookup.
  3. Description: Add an optional Description.
  4. Use the buttons to add, arrange, and remove the choices for the choice field.
  5. When finished,click OK.

3. Navigate to Resource Planning Custom Fields

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

4. Create a New Custom Code Field

  1. Select a Code Field, such as Code1.
  2. Click the Modify button.
  3. Name: Enter the Name for the Custom Code Field
  4. Lookup Table: Select the Lookup that was created in the earlier step.
  5. Restrict Selection to Leaf Entries: This setting is applicable if there is a hierarchy of entries in the look up table. If checked, only the child items (leaf entries) can be selected, not the summary rows. If unchecked, the summary rows and child rows can be selected.
  6. Use Full Name: This setting is applicable if there is a hierarchy of entries in the look up table, and if the items that can be selected are not all unique values. If checked, the name will show the full name including the summary row and the child row, to keep the difference clarified.
  7. The available choices will show.
  8. Click Save.

5. Create a New Custom Text Field

  1. Select a Text Field, such as Text1.
  2. Click the Modify button.
  3. Enter the Name for the Custom Text Field.
  4. Lookup Table: Select [None]. There is no lookup table for a text field, as the users will enter the data directly into the field.
  5. Click the Save button.

6. Close the Custom Fields Page

To modify or delete an existing custom field:

  1. Select the desired Field.
  2. Click the Modify or Delete button.

7. Resource Planner Custom Fields in Use

When users have the Resource Planner open, the Custom Fields can be added using the Select Columns button. The Custom Code Field will have drop down menu for the optional values. The Custom Text Field can be edited with free flow text.

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