Skip to content

Resources

Understand resources

Resources represent your people. The individuals whose time is being planned in Retain Cloud.

The term Resource can be customised (requires Admin permissions) so that you can use a term suitable for your organisation e.g. Consultant, Fee earner or Person.

For the purpose of this guide, the term Resource has been used throughout.

Understand the Resources View

The Resources View displays the resources as the parent row and Jobs as the child row in your plan. The screen below shows the Resources view. The resource Alice Chambers is the parent row and the jobs Agile Development, AI Development and Content Review are the child rows.

To display the Resources View:

  1. Select Planner from the left navigation bar and then select Resources tab (default) to display the Resources view
  2. Resources are displayed in the resource column with the Resource name as the parent row (2) and jobs as the child row (3)

Choose the details to display in the resources column

The Resources column has been highlighted in the screen above. Pull to increase the width of the column as indicated by the arrow.

To choose details to display in the Resources column:

  1. Select Planner from the left navigation menu and then select Columns to display a dropdown list
  2. Select resource details. A list of fields will be displayed
  3. Put a checkmark against the fields that you want displayed in the resource column. The selected fields will be displayed in area (5) as indicated in the screenshot
  4. Click Apply. The selected fields are displayed in the resources column
  5. Select the icon on the right and drag up or down to change the order of items displayed

Sort resources

  1. Select the column that you wish to sort on from the Sort column
  2. Toggle between ascending and descending states by clicking the arrow

Sort jobs within a resource

Note

In the Resource View, jobs are the child columns.

Child columns can be sorted independently from the parent columns.

Note

  • Only one child column and one parent column can be used for sorting
  • Clicking another child column removes the sort applied to the previous child column
  • Changing the sort order on the parent does not affect the sort order of the child and vice-versa
  • By default, sort is applied on the name in the ascending order

To sort jobs within a resource:

  1. Click the highlighted arrow to sort the jobs within a resource
  2. Toggle between ascending and descending states by clicking the highlighted arrow