Resource Management Workspace columns

Felipe365
Tera Contributor

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? 

 

Felipe365_0-1781709188605.png

 

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.

 

Felipe365_1-1781709367132.png

 

 

Anyone have experience this issue? 

 

Thanks,

 

 

2 REPLIES 2

Mariam_Ahmed
Tera Guru

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 

Mariam_Ahmed_0-1781780901028.png

 

  • 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.

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.

Felipe365_1-1781788844926.png

 

Thanks