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How do I create a view for the Resource Allocation screen?

  • 1.  How do I create a view for the Resource Allocation screen?

     
    Posted 03-05-2017 04:17
    Hello,

    When using the Check Availability button, the resulting Resource Allocation screen has a drop down selection for selecting a view to choose criteria to restrict which records are used to calculate resource allocation.  However, the drop down list is empty.  how do I create options for this list?

    Thanks,

    Joe


  • 2.  RE: How do I create a view for the Resource Allocation screen?

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    Contributor
    Posted 03-05-2017 04:53
    Is this an app that you downloaded from the exchange?  IF so which one, and I can jump and see what we can do.


  • 3.  RE: How do I create a view for the Resource Allocation screen?

     
    Posted 03-05-2017 05:46
    I am not 100% sure, but I don't think it is from a downloaded app.  I started with this link (I think you will need to update the domain to get it to work for you)  https://login.quickbase.com/db/9kaw8phg?a=dbpage&pagename=Resourceloading.html">https://login.quickbase.com/db/9kaw8phg?a=dbpage&pagename=Resourceloading.html">https://login.quickbase.com/db/9kaw8phg?a=dbpage&pagename=Resourceloading.html  and then going through that wizard, on the final screen is the screen shot shown in the op.


  • 4.  RE: How do I create a view for the Resource Allocation screen?

    Posted 06-14-2017 21:32
    Can anyone please point me to a description of how to use the Check Resources referenced here?  For example, what fields and field names/types are required?  It is used in both the ABC PM3 and Infinite Sub Tasks apps FYI.  Thanks!