Feature Request: Auto-filter resources by cost type
Summary:
Automatically filter the available resource list for a calculation based on the calculation’s cost type (Hours, Cost, or Heads), so users only see relevant resources when assigning them.
Problem Statement:
When assigning a resource to a calculation, users currently see all resources regardless of cost type. This makes it easy to select an incompatible resource, introduces confusion about which resources are valid for a given calculation, and slows down data entry due to unnecessary scanning and manual verification.
Proposed Solution:
Filter the resource picklist based on the cost type already defined on the calculation (Hours, Cost, or Heads).
Only display resources whose cost type matches the calculation’s cost type.
If no matching resources exist, show a clear message indicating that no compatible resources are available and, if possible, provide a way to adjust the calculation or resource settings.
Allow admins (or appropriate roles) to configure and maintain the cost type associated with each resource, ensuring the filter behavior remains accurate.
Optionally provide an override or “show all resources” control for users with appropriate permissions, along with a warning when assigning a mismatched cost type.
Benefits:
Reduces the risk of assigning incorrect or incompatible resources to calculations.
Speeds up the assignment process by limiting choices to relevant resources.
Improves data quality and consistency across calculations.
Decreases training burden by making valid choices more obvious to users.