Create New form

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use the Create New form to create allocation boards.

    Tabelle : 1. Create new form
    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 are not 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.