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PDWare Customer Success Center

ResourceFirst Navigation

Basic navigation overview, including login, understanding menus and icons, setting filters, and more.

Login 

When you first get to the ResourceFirstTM Web Client from a browser you will be presented with a login dialog.  Enter your user name and password, provided to you by the PDWare administrator, and hit the Login button to login. 

Home_Login.JPG

If your username or password is incorrect you will be presented with the failed login message.

Logout 

Click your name in upper right, and select Logout from the drop down menu.

The next time you click your ResourceFirstTM icon, you will need to enter your user name and password.

Changing Password 

To change your password (if your company is not integrated with Active Directory), click on your name in upper right, and then select Profile from the drop down menu.

Your profile page will appear.

Click on Reset Password and a dialog box will appear.

Enter the old and new passwords and click Change Password.

Interface & Navigation 

Once your login is confirmed you will see the default ResourceFirstTM Web Client application home page.  You'll notice a set of icons on the upper left, and a set of icons on the upper right.

The upper left icons represent the "main centers" in resource first, which are as follows:

Icons_Main_Center.JPG

  • Home (Team member)
  • Resources
  • Projects
  • PMO 
  • Dashboards 
  • Team Member activities (e.g., Timesheets)
  • Administration

 

These Role Based Function Centers and details within will change according to your rights. Multiple function centers may be open at a time.

Clicking each Role Based Function icon will open up a tab for that icon. In the diagram below, both the Home screen and the Analytics tab (one of the dashboards) is open, with the Home screen tab currently selected.  Likewise, clicking on a project will open up a tab for that project.

Home_Screen.JPG

Most of the icons product a set of sub-tabs related to that function. For example, below are several selected icons and their related sub-tabs (these are fully explained in the respective sections on this site for each center).

Notice the top tier of the screen represents the main icons, then there are the tabs for each icon or function chosen, then there are sub-tabs related to that function. 

 

  • Team Member (initial default “Home” page)

 

  • In addition, as noted in the beginning of this article, there are icons for PMO and Administration. Notice they don't appear in the above screenshots. That's because the user wasn't authorized to those functions. 

In addition to the upper left Main Center icons, there are a set of icons on the upper right, as follows:

Icons_Upper_Right.JPG

  • The Star icon allows you to save the current page as your home screen.  
  • The "?" icon brings up contextual help. This will shortly be changing to go directly to this site.
  • The Funnel icon is where you set the data filters for your current session (more on this below)
  • The Downloads icon is where you'll find downloads from Excel exports (more on this below)
  • The Messages icon (the envelope) has notifications.
  • The Profile icon (the person) is where you can update your profile, import and export data, and logout.

Filters/Get Data (Set Session Scope) 

  • The commonly used  button on the upper right allows selection of what data is being addressed and how it is presented.  This is similar to the “Get Data” function in the Portfolio Client. The Get Data dialog requires that project and resource nodes are selected and that the start date, granularity type and number of periods have valid entries before returning data from the database.  Additional specific Global Filters may also be defined.

Important! When using ResourceFirst, the first thing you should do is use the Filter icon to set your scope. One of the most common problems is people forgetting to do this and wondering why they're not seeing their data.

Date Range 

The  icon in Forecasts and other relevant contexts allows setting the visible data range (the start date, granularity type and number of periods).

Paging 

Use the scroll bar at right when needed.  If your dataset in a tab is large, a paging tool bar will display at the bottom.

The toolbar will indicate the page you are on, the total number of pages, and provide navigation buttons to move forward or backwards, and a button to Refresh the page.

Sorting & Filtering 

Column headers can be used to sort and filter the data contained in them.

To sort a column based on its values you can:

  • Click on the column header text
  • Expand the column header menu by clicking the down arrow and selecting the sort

To filter a column, expand the column header and enter the value in the filter section.

Note: The filter applies a wild card at the beginning and end of the search terms.

Exporting to Excel 

Clicking “Export to Excel” button  initially notifies you your export to Microsoft® Excel™ is being created.  A subsequent notification alerts you that the file is ready for download at the download center.

Clicking the Exports button in upper right enables downloading or deletion of exported files:

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