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Administering Views

This article shows how to add and maintain Views in the Administration area. Views appear as spreadsheet-type grids in ResourceFirst.

Overview

ResourceFirst comes standard with a basic set of views in each of four categories:

  • Resource
  • Project
  • Assignment
  • Time

You can modify those views and create additional views via the Views tab in the Administration Center. Views in a category will appear as dropdown options in the respective tabs for the category. Views in ResourceFirst appear as spreadsheet-type grids, as opposed to Forms, which appear as an entry form.

Below is the Views tab in the Administration Center, with the Main view in the Project category selected.

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On the left, is the list of available views in that category, along with the clipboard_e0a56d17cdc13fd1ff8b5dc2c1ef89a09.png icon for adding a new view and the clipboard_edac493bb6b7729da47343429f298e24a.png icon for deleting a selected view. 

Clicking on a view shows the Columns (Fields) that will appear in that view. You can use the clipboard_e42872a80788bd0d06c33a25bba6dd722.png icon in the Selected View Fields area for adding a new field and the clipboard_e1414214db86d9a2d3aafa44be4a149f6.png icon for deleting a selected field. 

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Note: In Resource and Project views, you can use any fields for that Category. In Assignment and Time(sheet) views, you can use fields from Resource, Project and Assignment Categories.

You can also drag fields up or down in the Selected View Area to reorder them.  

Important! Don't forget to click the Save button in the upper right of the Selected View Fields box to save your changes!

 

 

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