We would like to add custom field(s) to the resource tab

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  • Updated 2 years ago
  • Acknowledged
We would like to add a custom field to the Resource tab that would allow us to select all users from a particular office. We have multiple disciplines in multiple locations. We are able to select by discipline now, would be helpful to also use our location field.
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Drema Herron

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Posted 2 years ago

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Aashnee Kamboj, Community Moderator

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HI Drema,

We will look into this and get back to you with a workaround.

Thanks,
Aashnee Kamboj
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Aashnee Kamboj, Community Moderator

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Hi Drema,

We wish to confirm if forming a department hierarchy will help you in this scenario. We mean that you can create departments as disciplines and then sub departments as locations. Then on the Resource Tab you can choose the location easily.

Let us know if this sounds feasible to you.

Thanks,
Aashnee Kamboj
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Drema Herron

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Hmmmm. Good idea, but I don't think so, unless I could pull sub-department from multiple departments. If I have Architecture and Engineering departments both in North Carolina and Arkansas would I be able to select just the North Carolina team members?

One work-around that has worked for one office is to use the Program function - they flag all of their projects with their office location as a Program. Then only people assigned to their projects show up in the Resources tab when they filter for program. This works, but eliminates other uses for the Program function for them. 
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Aashnee Kamboj, Community Moderator

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Hi Drema,

Yes you can pull sub departments from multiple departments.

Thanks,
Aashnee Kamboj