Skip to main content
PDWare Customer Success Center

Administering Lists

Lists are preconfigured dropdown fields which can be customized in ResourceFirst. This article shows you how.

Overview

In ResourceFirst, Lists are another word for "dropdown fields." For instance, the Sponsors list will allow users to select from a list of predefined project sponsors.

To access List administration, click Administration->Lists:

clipboard_ec5b7024caa3fb1da50998e422402a2a1.png

You'll see a sub-tab for each list:

clipboard_e65a54f090f92ab3541c5415e6d7ca214.png

 

Bellow are examples of some of the standard lists

Users List

Here you can add new users, associate login IDs with resource names, update passwords, set access and activity levels, and designate a user as a Project Manager (PM). The Users list also shows the login status and recent login history of the user. 

clipboard_eb365b864c591d965d4163780ffad18fc.png

 

Sponsors List

This list shows the business sponsor of each project. Below is an example.

clipboard_e7da7159d78e4a9271c8af3e9f591351d.png

 

Platform List

This list, sometimes called "Domain," can be used to identify various business platforms. Targets can be set for each business, which can be used in advanced portfolio reporting. Below is an example.

clipboard_e0f3b50c087585d358159af5b1c76a91c.png

 

Category List

Here you can specify project categories, which are used in some dashboards and views. This can be used for however you wish to break down your project portfolio. The image below is merely representative of one potential use.

Domain (which some customers rename to Platform) is another such list, which can be used along with Category (or completely independent of it) for an additional or alternative classification of work. Domain allows for a target effort percentage for use in portfolio analysis.

clipboard_ebfd64d3c2c37461ab3e1767836627dc8.png

 

State List

This designates the various Project stages (i.e. states) that a project may go through in its lifecycle. This is used in reports and in defining lifecycle workflows. Example states are shown in the image below, but you can change the names, drag to reorder, delete items, or add new items. You can also lock assignments or time tracking during individual states as desired by clicking the appropriate check box.

 clipboard_e15fe6821ff2ceca53a427c3f6c300d02.png

 

Phases and Milestones List

This list allows for creating default phases and milestones that can be used for projects. These defaults appear in drop-down lists when assigning phases and milestones to projects, though the user can create their own phase and milestone names on the fly as well. Likewise, templates can be saved for various types of projects, each with their own phases and milestones.

To add a phase or milestone to the list, simply click the clipboard_e7fac8de70e0c305e84f7a0fe35763670.png symbol at the top left of the respective section.  Assign a sequential abbreviation, beginning with P for phase or M for milestone. The system uses that internally to match project phase and milestone dates and status to the phases and milestones on the status report.

clipboard_e94aa4ef5dfe0e61154d57a794b416d2c.png

 

Skills List

This list is used to define the skills that will be used for resource and skill assignments. It's best to keep this within a reasonable amount for ease of reporting and adding assignments. Too few and it'll be tough to zero in on the right resources. Too many and reports will get convoluted. A good way to determine the roughly right level of skills is to think about what skills a project manager would say he/she needs to successfully execute the project.

clipboard_ef62c49d13b638a5616711b48e591bd73.png

 

Note that one approach to assigning rates is to assign rates for each skill. This is also useful for posting labor cost for skill assignments.

Cost Category List

This list can be used to set up cost and bill rates for various types of resources (e.g., contractors, employees, temps, etc.) along with regional differences. This is one example of how rates can be assigned using Cost Categories.  Each resource can be assigned to a Cost Category. Costs are in U.S. Dollars.

 clipboard_ee87478af5cb5c38c4a184123a542432c.png

 

Financial Items List

The Financial Items list is used to define items that will appear on the financial budget. For each financial item, specify a financial category (one of the standard Capital, Expense, Labor, or Revenue categories, or a custom category (e.g. Travel) which will treated as a subcategory of Expense). To add a new financial item, click the symbol on the upper left.

clipboard_e9b8bff5317a21d76f42b5a1ee1acbdbd.png

 

UDF (User Defined Field) Lists

ResourceFirst comes with many User Defined Fields, in each of the Resources, Projects and Assignments areas. They are initially named Field1, Field2, etc., but can be renamed to suit your purpose in Column Headings administration. Once a particular UDF field is renamed for a given purpose, you may want to create a list of valid values for that field. Click UDFs to begin this process.

clipboard_ead36b0158d770d4d91f022bc3e09ad85.png

A window will appear allowing you to choose which type of UDF fields (Resource, Project or Assignment) to view or create/modify an entry:

clipboard_e222b3f03541f5dd120468f4bf99918b9.png

To add a new list for a UDF field (e.g., Resource Type), click the clipboard_e729d05e1fad9f9bf8c3486789a10ab83.png symbol in the Lists pane, select a field from the list, click Add, then define the list items in the right pane. In the image above, a Resource UDF called "Resource Type" was selected and the list items defined on the right.  

If you delete a list, the system will ask you if you also want to clear the values from any system records that are using any of the list's items (Delete and Clear All).

  

Locations

This is where you can set up Resource/Assignment Locations. The Locations field can be used in tandem with Skill Required and Assignment Organization to sharpen the focus on where skill needs must be filled.

clipboard_ea1c7d07b5c67cbbfa5aea7a4180330c0.png

 

 Overhead List

This is where you can keep track of various types of overhead (such as Jury Duty, Sick Leave, Vacation, etc.), for use in time reporting. Another approach is to forego using Overhead entries and create a project instead for each overhead item.

clipboard_e7201238aa79ec3c031d8191d60753ae0.png

 

Other Standard Lists

Other standard lists are available for Business Driver, Effort States, Feature Types and Feature States. Consult PDWare Support for input on how to use each of those.

  • Was this article helpful?