Multi-Select Users in Resource Allocation

  • 0
  • 1
  • Question
  • Updated 1 year ago
  • Answered
  • (Edited)

I’m using the Resource Allocation report in a PMO application.
The Projects table is related to the Resource table, and the Resource Allocation report shows Resource records.

 

The Related Resource field is a user field. Now the team would like to be able to assign ‘Additional Resources’ via a multi-select user field. I’d like to be able to use the Resource Allocation report for these users too.

 

This is what I would like to do, but I'm pretty sure I can't – create another resources to projects relationship. Carry over the multi-select user field. Assign the multiple users to projects. Be able to use the Resource Allocation report with the multi-select users parsed out as individual rows.

Any ideas?

Thanks!
-Heather
Photo of Heather Bryant

Heather Bryant

  • 952 Points 500 badge 2x thumb

Posted 1 year ago

  • 0
  • 1
Photo of Matthew Neil

Matthew Neil

  • 31,438 Points 20k badge 2x thumb
Multi-select User fields wont work for what you need here.

I'd recommend creating a joined table.

You can call it 'resource allocations or assignments' 
Then use the regular user dropdown, but it will be in an editable child table.  It will give the user a nearly identical experience, but it will separate all the records out to their own.  

This will give you much better reporting and tracking for your resources and projects.