Availability All Editions
The resource details view allows you to clearly capture and maintain all relevant information about your resources. Flexibly customize the view with your own fields, sections, and tabs so that it fits your organization's requirements.
Where to Find
To access this view, your user group needs to have the Custom Fields and Types & Configurations (Add Form, Details, Overview (if applicable)) right under System Administration > System Configuration.
Open the left sidebar, click Manage and select Types & Configurations > Resource. Next, click Resource Details:
How to Configure
Define the resource details your organization wants to have in this view, and how they should be organized. You can add up to five tabs in Basic Edition systems, and up to 100 tabs in Pro or Premium Edition systems. Additionally, you can create as many sections per tab as you need.
Your configuration will apply to all resources and for all users.
When a user does not have the rights to all fields within a section, the user will not see this section. If a user does not have access to any sections within a tab, they will not be able to see the tab.
Configure Access to the Resource Details
Under Manage > Customziable Navigation > Project, Program, and Resource Details, you can define which user groups are allowed to view the Resource Details view.
To configure access, your user group must have the permission Define Navigation for User Groups under Views & Areas > Navigation.
Configuring Tabs
Click Add Tab at the top of the view and enter the name of the tab.
You can add the same sections and resource fields to multiple tabs, but only once per tab.
If you want to delete or rename a tab, click the three dots next to the name of the tab:
Configuring Sections
You can create as many custom sections as you need to organize your resource details. Simply click Add Section. Click the name of a section to rename it, or move it using drag and drop.
You can move the fields they contain to other sections or add new ones using Add Field. You can only add each field once per tab. Remove a field by clicking the X after its name.
The following fields are available:
- All system fields from this list
- All custom resource fields under Manage > Custom Fields > Resources
You need to add at least one section and one field to your resource details to be able to save the configuration.
Briefing Sections
Briefing sections can display the same resource fields as other sections, but they are read-only and shown in a compact layout. You can also arrange the fields in two columns to clearly present key information.
Click Add Section > Custom (Briefing):
As with other sections, you can use drag and drop to move fields between columns and other sections. You can also delete fields entirely. Each field can only be configured once per tab.
You must add at least one resource field per briefing section in order to save the configuration.
Tips
- You can adjust the configuration at any time. However, the earlier you determine the configuration, the easier and quicker it is for you to provide all the necessary information.
- Hiding fields: when you remove a field from the resource details, the data is no longer part of the resource details, but it is not deleted. If you add that resource field back to the configuration at a later time, the information will be displayed again.