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How do I set up a customized resource requirements tab for the schedule board

Posted on by Microsoft Employee

Hi everyone 

I am hoping to create some customized resource requirements tabs so that I might be able have my choice of columns and I'm hoping that it might be possible to have fixed filters.

For example I have a schedule board to schedule for electricians and I want to have unscheduled resources with filters singling out the electrical work orders to appear on that view to save having to filter on the current generic views that I have each time my cagoules and I log in. 

I have looked at some some other forums (example below) but I cannot seem to be able to find my way to the site map to start following the instructions.

Could anyone please help me with a link or is it possible that I don't have the right level of security access?

Thank you

3022.pastedimage1577672151532v1.png

All the scheduled bookings get displayed in Open Requirements tab. In order to display the bookings as per entities, we can create different tabs for different entities. Here we will create an Opportunity tab to display all the bookings of the Opportunity Entity.

Before creating the Opportunity tab, we need to create a view for the Opportunity Resource Requirement so that we can display only the opportunities in the Opportunity tab.

To create an Opportunity Resource Requirement view, Navigate to Sitemap>>Settings>>Customizations>>Resource Requirement>> Select Views>> Click on “New”

0825.pastedimage1577672151534v2.png

Enter Name and Description of the View and Click OK.

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On the View form, click on Edit Filter Criteria.

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Enter the below conditions and select OK.

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Now, in Order to create a new tab on the Schedule Board, double-click on the Initial Public View on the top right corner of the Schedule Board.

3404.pastedimage1577672151536v6.png

On Initial Public view Form Navigate to Requirement Panels. Select Title as Opportunities and select the view as Opportunity Resource Requirement and Click on “+” Button to add the Opportunities panel.

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Once the Form gets refreshed, you can see the Opportunity tab.

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  • Al Iggs Profile Picture
    Al Iggs on at
    RE: How do I set up a customized resource requirements tab for the schedule board

    Based on the initial post I would say: Copy the standard view that shows WO-related resource requirements. Add a filter to only show electrical work orders. Add this new view to your schedule board and hide the existing requirement views. This way, every time you navigate to your schedule board, it will start with electrical WOs. If that's not what you're trying to achieve, please provide more explanations.

  • Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: How do I set up a customized resource requirements tab for the schedule board

    I’m not sure I follow.  Is the only goal to have a filtered view by work order type or some other characteristic?  Is it set or you want it to be dynamic?  

  • Suggested answer
    ashish12 Profile Picture
    ashish12 3,077 on at
    RE: How do I set up a customized resource requirements tab for the schedule board

    Hi,
    Not sure whether do we need to use UFX to customize this.

    @themarkchristie can you help me in this?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How do I set up a customized resource requirements tab for the schedule board

    Hi

    I am trying to create my own resource requirements panel, customized for each trade so that I don't have to apply the filters each time i log in. and that it has only the columns that I require.

    Thank you

  • Suggested answer
    ashish12 Profile Picture
    ashish12 3,077 on at
    RE: How do I set up a customized resource requirements tab for the schedule board

    Hi Richard,

    Thanks for the detailed explanation,

    What I understand from the above explanation, you want to add columns in the new opportunity tab you added to schedule board?

    Thanks

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