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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create New form

Use the Create New form to create allocation boards.

FieldDescription
NameUnique 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