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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

Views in ResourceFirst are the spreadsheet-type grids that appear on some pages, as opposed to Forms, which appear as an entry form. ResourceFirst comes standard with a set of views in the following categories, which you can then modify. You can also create your own views.

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You can modify the views found in those categories and create additional views, all via the Views option in the Administration Center. Views in a category will appear under the center Views panel for the category you click on.

Below is the Views page in the Administration Center, with the ResourceList category selected. 

In the center Views panel 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. 

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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 panel for adding a new field and the clipboard_e1414214db86d9a2d3aafa44be4a149f6.png icon for deleting a selected field. 

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

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Note: In many of the views (those tied to projects or resources), your list of available fields will be limited to those that apply to that Category. In Assignment and Time(sheet) views, you can use fields from Resource, Project, and Assignment Categories. They are each color-coded differently.

For example, in the screenshot below, the Assignment category is selected, and the Forecast Expanded view is selected in the center. On the right panel, after clicking "+" to add fields to the view, note that there are three colors of fields available in the Available Fields dialog.

The fields in white are from the Assignment table, and those fields will be able to be updated on the view.

The fields in tan are from the Projects table.

The fields in green are from the Resources table.

Project and Resource fields can be included on the view, but are considered "mapped fields" and are only included in the view for read-only purposes.

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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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