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Update Default columns in Resource managment workspace

v_alphaguru
Tera Contributor

i want to include few custom fields on resource management workspace. 

v_alphaguru_0-1760095028326.png

how to include more fields on resource management workspace.

 

1 ACCEPTED SOLUTION

@v_alphaguru Please change the view to Resource Manager in the classic list view and then try again. The field should appear in the Workspace Column Configuration after that. 

  

If my response helped, please mark it as the accepted solution so others can benefit as well.       

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.

View solution in original post

4 REPLIES 4

M Iftikhar
Giga Sage

Hello @v_alphaguru,

To include custom fields on the Resource Management Workspace, follow these steps:

1. Create your custom field in the Resource Assignments [sn_plng_att_core_resource_assignment] table.

2. In the default view, personalize the list columns and add your custom field to the selected columns.

MIftikhar_0-1760096493569.png

3.Open the Resource Management Workspace and verify that your new field now appears as expected.

MIftikhar_1-1760096545547.png
MIftikhar_2-1760096659792.png

 

If my response helped, please mark it as the accepted solution so others can benefit as well.    
 
Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.

@M Iftikhar  I tried this method, but its not working for me. 

included custom field in default list layout, but it was not showing on Workspace.

@v_alphaguru Please change the view to Resource Manager in the classic list view and then try again. The field should appear in the Workspace Column Configuration after that. 

  

If my response helped, please mark it as the accepted solution so others can benefit as well.       

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.

Anand2799
Tera Guru

Hi @v_alphaguru ,

 

 

Follow the steps mentioned by @M Iftikhar , change the view to "Resource Manager".

If you want to show fields for only yourself then use the gear icon/personalization and if you want to change view for all the users than configure -> list layout.

 

Thanks

Anand