Display Resource allocation details on weekly/monthly basis

[Prabhh]

Hi,

When we open any resource allocation record, we can see details of allocation on date level (i.e. daily allocation detail) but we need to show allocation detail on week level or month level.

Could anyone suggest how to do it?

Thanks in advance.

Regards,

Prabhjot kaur

[Brian Gadeberg]

Hi Prabhh

You can use the platform reporting functionality. There are standard report in the baseline functionality you can explore or you can create your own based on resource tables e.g:

Brian

[Prabhh]

Hi Brian,

Thankyou for your response.

For more details, I am attaching a screenshot for one allocation record. Here, you can see related list "Resource Allocation Daily" is added on form but I need to show weekly/monthly details instead of showing Daily. I know there are resource aggregate tables for weekly or monthly allocation details but how can I add them here because while configuring related lists, I don't see weekly/monthly tables to add on this form?

Appreciate your help on this.

Prabhh

[Brian Gadeberg]

Hi Prabhh

If the relations isn't created in the baseline version - you can create it using this guide, there are also a few examples: SN Docs: Create defined related lists

Brian

[Gaspar Fiks]

Hi @Prabhh I know this article is quite old but maybe you reached a solution to show the allocation monthly or weekly basis . Can you help me with the same issue? Thanks!