Overview
You can leverage User custom fields to outline role requirements for your resource demand, which can simplify your staffing processes and reduce communication roadblocks. You can either modify existing User custom field sets or create a specific set for your resourcing needs.
Specific custom fields—such as location, employee status, and internal client codes —can be valuable for matching resource supply and demand. You can further improve your processes by choosing to make these custom fields required, allowing you to standardize the information needed for staffing and ensure that users enter the information you need before staffing resources or submitting Resource Requests.
When you choose to make User custom fields available in the Resource side panel, they no longer follow the standard User custom field permissions. Instead, view and edit permissions are dependent on Resource Management Access Group permissions. In other words, if you can view a resource, you can view all their custom fields. If you can edit a resource, then you can edit their custom fields.
How to Create User Set Custom Fields for Resource Requests
- In the left navigation, hover over Settings, then select Custom Fields.
- If you don’t have a User custom field set, you need to create one by choosing Add Custom Field Set, then selecting User. Otherwise, skip to step 4.
- Give it a clear, meaningful name, then click Add. The name appears under User Sets.
- To add fields to the User Set, click the name, then click the Add Custom Field button.
- Select the field type you want to add, give it a meaningful name, and set the appropriate Read and Write Permissions. By default, User custom fields are viewable and editable by Account Administrators.
Note: While these permissions apply to users, if the Available to Resources box is checked, then the ability to read or edit this field in the Resource side panel is dependent on a user's permissions to edit resources.
- When finished, click Add to create the field and return to the previous page.
- Select the Available to Resources checkbox to use this custom field for resourcing purposes. Once selected, this field appears under Custom Fields in the Resource side panel.
- Select the Hide Field checkbox to prevent the field from appearing in the Resource side panel. This may be desirable if you only want to leverage this field for reporting, filtering, or integration purposes.
- Select the Required for Staffing checkbox to ensure that users fill out this custom field before staffing an unnamed resource or submitting a Resource Request.
Note: If the field is hidden, you are unable to select Required for Staffing. To make the field required, you must first deselect Hide Field.
Comments
2 comments
This article has been updated to include information on required custom fields.
This article has been updated to include a video.
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