Resource Management Workspace columns

[Felipe365]

Hello all,

I'm working on the Resource Management Workspace and I have added some columns to the resource board. 

I have added the resource's location to the 'Resource Manager' view and it displays on the workspace, visible on the image. However, it only shows for the Resouce Assignments, not for the Operational Assignments... Is there a way to fix this? 

Furthermore, I have added a column with a custom checkbox field on the user's record. This column experiences the same problem as above (only displaying on some rows) and when I try to use the fitler for this field, it doesn't work.

Anyone have experience this issue? 

Thanks,

[Mariam_Ahmed]

Hi @Felipe365,

Missing Data for Operational Assignments
In the Resource Management Workspace, the grid often pulls from different views depending on the "Work Type." You added the column to the Resource Manager view, Operational Assignments often reference a different view internally for their attributes.

• Navigate to the Resource Assignment [sn_plng_att_core_resource_assignment] table.Ensure the column is added to operational work views to ensure consistency across the workspace:

        Operational work 

• After making these changes, go back to the Resource Management Workspace, click the Column Configuration  icon, scroll to the bottom, and click Reset columns. Then, refresh the page

Custom Checkbox Filter Not Working
There is a known limitation where filters on custom or dot-walked fields do not always evaluate correctly in the Resource Manager Workspace.

The Cause: If a field isn't part of the "Planning Attributes" or the core data fetch logic, the workspace may display the column but won't know how to query/filter against it.

Fix/Workaround:

• Check Planning Attributes: Go to Project Administration > Planning Attributes. Make sure your custom field is defined as an attribute for the Resource Assignment table. 
• Script Override: If the filter still fails, you may need to override the RMWorkspaceDataFetch Script Include (the non-SNC version) to explicitly handle your custom field in the getAssignmentData function.
  
  

If you found this response useful, please mark it as Helpful and accept it as the Solution to help others with similar questions.

Best regards,

Mariam Ahmed.

[Felipe365]

Hello @Mariam_Ahmed ,

Thank you for your response. 

I have added the field to the 'Operational work' view of the Resource assignments, but it is still not working.  I have reseted the column configuration in both classic view and workspace. The same issue is happening on the workspace, only resource assignment have this field filled out, not the operational resouce assignments.

Thanks

[Mariam_Ahmed]

Hi @Felipe365 , 

Could you please try the following configuration steps to add the Location planning attribute in all required tables and planning attribute settings?

1. Navigate to System Definition > Tables.

2. Search the list by name for resource_allocation.

3. Open the record, select the Columns tab, and search by column label for Location. If it is not available, create it as shown below.

   

4. Follow the same steps to verify the Location column is available or create it in the following tables:

   a. Resource Assignment (sn_plng_att_core_resource_assignment)

   b. Resource Plan (resource_plan)

   c. Attribute Aggregate Combination (sn_plng_att_core_cpaam_combination)

5. Now that the column is available in the tables, you must add Location to the planning attributes list. Navigate to:

   Project Administration > Planning attributes

6. Select New to create a new planning attribute and enter Location as the attribute name.

7. Select the Enable for capacity planning and Enable for resource management checkboxes.

8. Set the Attribute field value to User > Location.

9. Right-click the header and select Save.

     10. Next, configure the planning attribute column configuration.
            Open sn_plng_att_core_cpaam_combination from Planning attribute column configuration.

      11. In the Field name, select and add Location.

           Select Update.

    Add the field name as Resource Location for the remaining lookup tables:

•  resource_allocation

• resource_plan

• sn_plng_att_core_resource_assignment
  
  

  

    12. Activate the planning attribute and select Update.

Results:

After completing these steps, please verify whether the Location field is now being populated for Operational Resource Assignments as well. 

If you found this response useful, please mark it as Helpful and accept it as the Solution to help others with similar questions.

Best regards,

Mariam Ahmed.

[Mariam_Ahmed]

Hi @Felipe365,

Were you able to test the solution? Did it work for you?

Best regards,

Mariam Ahmed.