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PDWare Customer Success Center

Administering Views

This article shows how to add and maintain Views in the Administration Center. 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
  • Effort
  • Time

You can also 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 Project category selected. On the left, you'll see a list of available views in that category, along with a "+" sign for adding a new view or "x" for deleting a view. 

Clicking on a view will show the Columns (aka Fields) that will appear in that view. You can use "+" or "x" to add or remove fields, and you can drag fields up or down 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!

Admin_Views_Project_Views.JPG

 

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