Create New form
Use the Create New form to create allocation boards.
| Field | Description |
|---|---|
| Name | Unique name for the allocation board. |
| Type | Level from which you want to filter resources.- Demands/Projects: When selected, resources are filtered from demands and projects. - Group: When selected, resources are filtered from a group. - Group manager: When selected, all resources with pps_resource role are filtered. - Portfolio: When selected, resources are filtered from a portfolio. - Program: When selected, resources are filtered from a program. - Resource Plan: When selected, resources are filtered through the filter criteria and aren't bound to any particular group, role, manager, portfolio, or program. - Role: When selected, resources are filtered from a role. - User manager: When selected, all resources with pps_resource role are filtered. Depending on the value in Type field, a field appears to select the name of the record. For example, if Type is Group, a field Group appears where you can select the name of the group. |
Parent Topic:Resource Management reference