Resource Management Workspace - Resource Card Question

mah1 · ‎03-28-2025

Xanadu Patch 6

Setting up a new Resource Card, you can filter by Resource or Work Type. If we select Work Type, there are options to filter by Project then Project fields. The list of Project fields only includes standard OOB fields. We added several custom fields to Project. How can we add these fields to the list of available fields for filtering when setting up a new resource card?

Thank you

mah1 · ‎04-15-2025

A clarification/correction...

The issue is that the custom fields they wanted to include in the resource card filter were added to the the task table not the pm_project table as I initially stated. Per Support, custom fields added to the pm_project table or the planned_task table ARE available as selections when setting up a resource card filter. When we added a custom field to the pm_project table, we were able to select it when setting up a resource card via work type --> Project -->

View solution in original post

Dr Atul G- LNG · ‎03-28-2025

Hi @mah1

Any screenshot possible, you need to go to the dictionary configuration of the same field.

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mah1 · ‎03-28-2025

Here is an example of a few custom fields we added to Project that we would like to be available on the filters for Resource Cards:

Resource Card filtering:

How do we make those fields available in Project --> Project fields?

What do we do under dictionary configuration of the field to make it available to the Resource Card filters?

Thank you

Dr Atul G- LNG · ‎03-28-2025

Hi @mah1

Rock and RnD, created on the project table or these are variables?

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If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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mah1 · ‎03-28-2025

They were created on the Project table.

Thank you