Create and Manage Resource Fields and Team Fields
This article explains how to create and manage resource and team fields in OnePlan. Resource fields and team fields are the main fields where you enter metadata regarding resources in your OnePlan resource pool. Resource fields show on the resource form, and team fields show on the team form. Both filed types are used in the Plan-level and Global Resource Plans.
Note
Some fields may be created automatically upon installing certain apps. For example, when the Timesheets app, Backlog List app, etc.
Create a New Resource or Team Field
Go to the Admin pages, and select Fields in the navigation. Then, click on the Resource Fields tab.
Click the New Field button. The New Resource Field form will open.
Complete the New Resource Field form.
Complete the General tab of the form.
Field Name: Enter a name for the field.
Description: Enter a description of the field function, or how the user should interact with the field. This text will appear as a tooltip when a user interacts with the field.
Internal Name: Will display the internal (back-end) field name when applicable. This field will auto-populate once you save the new field.
Field Type: Select the field type. See ??? for more details.
Default Value: Enter a default value if applicable.
Required: Check the check box if the field is required.
Read Only: Check the check box if the field is read-only.
Available To: Select whether the new field will be a resource field or a team field. By default, the field will be a resource filed,
Once the field configuration is complete, click Save.
Resource and Team Field Types
Text: Users can enter one line of free form text.
Date: Users can select a date from a calendar pop up.
Number: Users can enter a numeric value. The admin can set how many decimal places are allowed. See Number Fields for more detail.
Currency: Select a currency. The admin can set up multiple currencies if your organization works cross-nationally. To configure currencies and exchange rates, see What are the advanced Financial Plan settings?
YesNo: Users can check a check box to indicate Yes or No.
Choice: Enter choices. See Choice Fields for more detail.
User: People picker field, tied to user accounts
Multi Choice: Multi Choice fields allow users to select multiple options from the choice options available.
Field Aggregate
Based on the field type selected, the Field Aggregate may show.
For date fields, select No, Min, or Max.
For number and currency fields, select None, Sum, Average, Min or Max.
Choice Fields
You may manually enter each choice field, or bulk upload the choices.
Multi Choice Fields
Multi Choice fields are configured just like regular choice fields. You may manually enter each choice field, or bulk upload the choices.
Number Fields
If the field type is Number, you may specify the number of decimal places allowed (between 0-5) and whether to show the number as a percent.
Update a Resource or Team Field
Note
The field type cannot be edited after a field is created.
Certain fields are recommended to configure before use of OnePlan. The Resource fields Department and Role are very important for all the resource planning and labor cost planning features.
Click the Edit icon next to the plan field you would like to update. The Edit Field form will open.
Complete the Edit Field form.
Once the field updates are complete, click Save.
Delete a Resource Field
Warning
If you delete a field, any data entered in that field will also be deleted. So, be sure you are certain you want to delete it before you delete a field.
Click the Delete icon to next to the field you would like to delete. Then confirm deletion.
