Resources > Resources' Custom Data Fields


Resources > Custom Data Fields

Introduction

By creating custom data fields you can easily group your resources by custom values such as location, department, skillset and more. There's also existing field types: text, number, date, user, link. We will use 'List of values' as it's the only one to create custom resource groups. It helps you to categorize your resources and add specific data to them. To have a quick overview, you can later filter resources by these criteria and even save it to a view.

Must-know about this 

Create a custom data field for resources

  1. Click on the title of any resource
  2. This will open the resource dialog.
  3. Click '+' icon in 'Custom data fields' section
  4. This will allow you to add a custom data field.

    Adding custom data to resources in resource planning software
  5. Give the data label a title
  6. The title will appear in all of the resource dialogs.  
  7. Select a field type from the list
  8. We'll use 'List of values' as it's the only one for creating custom resource groups. Resource groups are a great way to have a better overview of your resources by different parameters they have. For example, if you are taking on a new project and are wondering if your designers have enough free time, a custom data field with a skillset is what you need.

      Data types for dynamic resource planning
    1. Hit 'Enter' on your keyboard for another 'NEW VALUE' box to appear
    2. That way you can add values to the list you can later choose from.

      Add fixed options to resources - departments, locations etc
    3. Click 'Save' upon completion
    4. You'll be back in the resource dialog where you can see the new data field.

      Add a value to an existing custom data field

      1. Select a value from drop-down/add a link or a date/write the value in the textbox
      2. The type of data you can enter depends on the field type you have selected.
      3. Click 'Save' upon completion
      4. The data you have entered applies only to the resource you added the data to.
        Select predefined values from dropdown menu
      In this example, we are using 'List of values' but as you can see you can add 'Number' for salary or budget calculations in reports or 'User' to connect the user and a resource or 'Link' to add a photo or a file to the resource etc. Anything to make your resource plan more fle

      Group resources using custom data fields

      1. At the top of any view, click on the view parameters icon
      2. This will open the options for the view.
      3. Select a value/group from the menu
      4. The groups are created using "List type" custom data fields and projects.
         
      Resource grouping by custom data

      • Your resources are now grouped accordingly
      • You can save the grouping to the view or selected another grouping option the same way.

      Resource planning software can group resources by location, department, core skill etc

Resources > Resources' Custom Data Fields