Switch Resource Back to Role - How to Replace Resource with Role in the Resource Planning Portlet Under Unfilled Allocation Tab

Document ID : KB000073065
Last Modified Date : 12/03/2018
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Introduction:
The following steps will make global change on both Resource Finder Filter and Unfilled Requirements Filter to replace Resource with Role in the Resource Planning Portlet under Unfilled Allocation tab. The steps below require an account with administrative privilege.

*PLEASE NOTE: This will make change on global level and requires publish to object's view and all user views will be reset.
Background:
In order to switch a Resource to Role the 'Is Role' Pull-Down must first be added to Resource Finder Filter and Unfilled Requirements Filter by going to Options>Configure>List Filter Section>Fields>Properties>Un-check 'Hidden in Filter'.

 
Environment:
Clarity PPM 14.2
Instructions:
Steps to add "Is Role" to the Resource Finder Filter on Global level:

1. Navigate to Administration, click on Objects and select the object name Resource.

2. Click on Views tab and look for Resource Finder Filter in view column.

3. Follow the Resource Finder Filter row to the end and click on Fields.

4. Select All in the display drop down.

5. Click on Properties for the "Is Role" attribute.

6. Change Display Type to Pull-Down.

7. Select Default type.

8. Ensure Required in Filter and Hidden in Filter are unchecked.

9. Save the Changes.

10. Click Publish.

*Alert - This view requires Publish to object's view and all user views will be reset.

Steps to add "Is Role" to the Unfilled Requirements Filter on Global level:

1. Navigate to Administration and click on Portlets and select Portlet name Unfilled Requirements.

2. Click on List Filter Section tab and select Fields from the drop-down menu.

3. Select All in the display drop down.

5. Click on Properties for the "Is Role" attribute.

6. Change Display Type to Pull-Down.

7. Select Default type.

8. Ensure Required in Filter and Hidden in Filter are unchecked.

9. Save the Changes.

10. Click Unfilled Requirements and then click Publish.

*Alert - This view requires Publish to object's view and all user views will be reset.