Resource Management Workspace - Resource Card Question

mah1
Kilo Sage

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

1 ACCEPTED SOLUTION

mah1
Kilo Sage

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 -->

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10 REPLIES 10

mah1
Kilo Sage

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 -->