Create New form

Use the Create New form to create allocation boards.

Table 1. Create new form

Field	Description
Name	Unique name for the allocation board.
Type	Level from which you want to filter resources. Demands/Projects: When selected, resources are filtered from demands and projects. Group: When selected, resources are filtered from a group. Group manager: When selected, all resources with pps_resource role are filtered. Portfolio: When selected, resources are filtered from a portfolio. Program: When selected, resources are filtered from a program. Resource Plan: When selected, resources are filtered through the filter criteria and are not bound to any particular group, role, manager, portfolio, or program. Role: When selected, resources are filtered from a role. User manager: When selected, all resources with pps_resource role are filtered. Depending on the value in Type field, a field appears to select the name of the record. For example, if Type is Group, a field Group appears where you can select the name of the group.