Clarity

  • 1.  User Value in "Cost plan detail"

    Posted May 07, 2018 11:19 AM
      |   view attached

    User Value in "Cost plan detail"?

     

    How I can see the Field "User Value 1" in the screen "Cost plan detail".

    When I had it with configuration menu, I can see it?

    I want to have a user field in cost plan detail to describe the type of the cost and stort by this field.

    See print screen. I have created the field "Ressource Group" but when I do the action "Populate from Task Assignments", i lost the values into the field "Ressource Group".

    How I can have a Use Field in "Cost Plan Detail"? 

    Thanks



  • 2.  Re: User Value in "Cost plan detail"

    Posted May 08, 2018 09:53 PM

    Please see How to use User Value 1 which indicates "The 'Populate From Investment Team' or 'Populate From Task Assignments' also will not work after creating the manual plan."

     

    What are you actually trying to achieve as you also asked Create an Custom Resource Attribute and access in Team object which also looks like this one.  A possible solution would be to a custom portlet which pulls your resource custom attributes with the project data.  This was also suggested by Debroop previously.



  • 3.  Re: User Value in "Cost plan detail"

    Posted May 09, 2018 12:18 PM

    What we want, I would have a grouping field into Cost Plan.

    I just read the links you sent me  How to use User Value 1 and i see that I can use User Value 1 and User Value 2 for grouping.

    I created a field "Resource Group" and if I put data into it, I can used for groupping.

    After Save the value are kept but I lose them if I do a do the action "Populate from Task Assignments"

     

    How to have a custom variable in the cost plan to filter values?



  • 4.  Re: User Value in "Cost plan detail"

    Posted May 14, 2018 02:03 AM

    My suggestion, look at the existing attributes which can be used on Cost Plans for grouping including Department, Resource Class, Role.

     

    Given that an existing attribute 'User Attribute 1' can't be used by 'Populate for Task Assignment', then creating a custom attribute also can't be used.

     

    Alternatively, write your own process to populate the Cost Plan, based on your logic to populate the attribute, and do not use 'Populate from Task Assignment.