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Managing and Editing Views

This article explores how to use, manage, and edit the grid-like views in ResourceFirst, as well as how to create your own personal views.

About Views

In ResourceFirst, grid-like displays are called "Views." This article explores how to use, manage, and edit views, as well as how to create your own personal views.

Scrolling and Paging 

On pages with views (AKA spreadsheet type grids), use the horizontal scroll bar at the bottom or vertical scrollbar on the right when needed.  On some pages, a paging tool bar may 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, and Lock Columns 

Column headers can be used to sort and filter data and lock left columns from horizontal scrolling.

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

Filtering

To filter a column, expand the column header and select Filter.

Depending on the administration setting for the selected field, you will get either a text filter method or a multi-value list method for the filter.

Text Filter

Displays every row where the field value contains the text string specified.

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Multi-Value List Filter

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Lock Column (Freeze Panes)

On all grid-type pages, one or more columns are “locked” automatically, meaning they cannot be scrolled off the screen to the left. The rules for mandatory locking are:

          Project Pages                  Project name

          Resource Pages              Resource name

          Assignment Pages           Project name and Resource name

All other fields can be to the left or right of the “freeze” line. Locked fields are to the left; unlocked field are to the right of the line.

When you Lock a field currently to the right, it is moved to the immediate left of the line.

When you Unlock a field currently to the left, it is moved to the immediate right of the line.

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Dragging and Filling Value Cells

On pages with editable values grids (e.g., Assignments, Capacity, etc.), you can perform common spreadsheet-like functions such as drag and fill, copy and paste multiple cells, etc.  Simply select your source cells, press enter so that no cells are currently in edit mode, and drag from the right (across or across and down as desired).

Important: When selecting cells on one or more rows, before you drag or press CTL-C to copy, you must press enter so that no cells are in edit mode. Likewise when selecting a cell to paste to. You must press enter so that the cell is not editable.

User Defined Views

Some pages with views (such as Assignments, Project or Resource Data, etc.) allow a user to create their own personal view, available whenever they need it. First, select an existing view from the drop down list that is similar to the one you want to create. In the example below, we have selected the “Forecast View”.  Then select the "Edit Views" icon:

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When you click the icon, you'll be presented with the following dialog, which allows you to start from the selected view definition (the selected fields and their order), to use the arrows to add fields to the view or remove them, to click and drag the fields into the order desired, and to click "Save As" to save it with your own desired name. Then the view will be available to you whenever you need it (visible only to the user who created it).

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After you have saved a personal view, it will appear in the drop down list for that context, along with those defined by the administrator.

Note: If you are a Partition Administrator, you will see a Share button at the bottom of the dialog, which will allow you to share your view with all users in your partition. See Using Partitions for more information.

Exporting a Page to Excel (CSV format)

On the upper right control panel of most view pages, clicking the “Export” button  generates an export CSV file for use with Microsoft Excel, and prompts you to download it to your computer. For instructions, see Export and Import Data on ResourceFirst Views.

Exporting the Database to Excel

You can also export the whole database to Excel (for instance if you intend to import it to another environment). This is generally done by administrators. See Exporting the Database for more.

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