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Multi-Select Users in Resource Allocation

  • 1.  Multi-Select Users in Resource Allocation

    Posted 07-24-2017 00:46

    I?m using the Resource Allocation report in a PMO application.
    The Projects table is related to the Resource table, and the Resource Allocation report shows Resource records.

     

    The Related Resource field is a user field. Now the team would like to be able to assign ?Additional Resources? via a multi-select user field. I?d like to be able to use the Resource Allocation report for these users too.

     

    This is what I would like to do, but I'm pretty sure I can't ? create another resources to projects relationship. Carry over the multi-select user field. Assign the multiple users to projects. Be able to use the Resource Allocation report with the multi-select users parsed out as individual rows.

    Any ideas?

    Thanks!
    -Heather


  • 2.  RE: Multi-Select Users in Resource Allocation

    Top
    Contributor
    Posted 07-24-2017 16:13
    Multi-select User fields wont work for what you need here.

    I'd recommend creating a joined table.

    You can call it 'resource allocations or assignments' 
    Then use the regular user dropdown, but it will be in an editable child table.  It will give the user a nearly identical experience, but it will separate all the records out to their own.  

    This will give you much better reporting and tracking for your resources and projects.