Clarity

  • 1.  Defualt filter changes for Resource View

    Posted Dec 07, 2016 11:20 AM

    Hi there,

     

    I'm trying to either change the default filter when selecting a resource from the "Resource List" (under Resource/Roles)

     

    I select a resource "Joe Bloggs" then go into "Allocations"  it returns the data in "Summary format" and additionally it returns the Allocation by Period data in Weeks - for hours per week.

     

    id like it to be able to default to the Detail view under Allocations and change the Allocations by Period to Months (rather than Weeks as currently shown



  • 2.  Re: Defualt filter changes for Resource View

    Posted Dec 09, 2016 04:17 PM

    From Administration side:

    Go to "Team" object

    Go to "views" -- Resource Allocations

    Go to "[Fields]" 

    Go to Virtual field "Resource Allocations" and change Time-scaled value as desired.