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Administering Column Headings

This article shows how to edit Column Headings (field definitions) and update User Defined Fields in the ResourceFirst Administration Center.

Overview

Column headings in ResourceFirst also serve as Field Definitions. They are broken into three categories: Resource, Project, and Effort. They all work the same way. The image below shows the field set for Resource.

 

Admin_Column_Headings_Resource.JPG

 

Referencing the image above, the following functionality is available:

Important! Don't forget to click the Save button on the top right to save any changes!

Field Names / Title

You can click on any field in the Title column and rename it.

Width

The column width specifies how wide the column should appear (in pixels) in views by default.

User Defined Fields

There are also 60 user defined fields (named Field 1 Field 2, etc.) in the Resource section and 60 in the Project section. There are 15 user defined fields available in the Effort section. User Defined Fields are indicated by a number in the UDF# column.

If you wish to have the User Defined Field be a list (i.e., with dropdown selection items), then you must also define the field as a List in Administration-->Lists, along with its list items. See Administering Lists for details.

Note regarding Field Size: The actual User Defined Field sizes are set in the database. On request, your PDWare representative can expand a User Defined Field if needed (we don’t do this by default to save database space and data transfer speed).

Field Data Types

You can also set the data type by clicking on a cell in the Data Type column and selecting the type from the dropdown. Available types are as follows:

  • Text - Text format fields are treated as text even when a number is in the field. The field is displayed exactly as entered

  • Text Area - Text area fields enable the entry of long input while content is treated as text even when a number is in the field. The field is displayed exactly as entered. The field will display as a large text area.

  • GYR - The field will display as a Green-Yellow-Red color drop-down indicator. If the values do not correspond to G, Y, or R the field will be with no color and empty.

  • Number - Number is used for general display of numbers. The three types offered are Number, Currency, and Percentage. Currency and Percentage offer specialized formatting, including thousands separator and decimal places.. 

  • Date - This field will display as a date field, and offers multiple formatting options. 

  • Check Box - The field will display as a check box. Valid values are true (will display as checked) or false (will display as upchecked). Invalid values will be treated as false.

  • Html - The field will display as a large text area with formatting enabled.

  • Hyperlink - The field will display as a hyperlink, that when clicked on will open the destination in another tab.

Data Rights

You can specify data rights for the field as to which authority level is allowed to edit the field, and which should have the field hidden.

For a table of the various Security Rights and what they mean, see the article Edit Rights.

Required Field

You can mark a field as Required via the Required check box.

Post Edit and Validation Scripts

A Post Edit Script and/or Validation Script can be inserted for any field. See your PDWare representative for details.

 

 

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