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MarkTEvans
MarkTEvans
Level 3
July 8, 2026
Question

Resource Planner URL Share

  • July 8, 2026
  • 1 reply
  • 43 views

I’m looking to utilize the Resource Planner Share Link to build a dashboard for Sr. Leadership to view resouces allocations across a Portfolio, broken out by sub groups with the Portfolio. 

 

For this view, I’d like to utilize the Custom column formatting and only show Available/Planned/% of Hours. Everything looks great in the Resource Management area, but when I add the Share URL to a dashboard the data doesn’t show for the custom view. Is this a known issue? Is there a fix?

Resource Management Area:

 

Dashboard (via External Link):

 

1 reply

Lyndsy-Denk
Community Advisor
Lyndsy-DenkCommunity Advisor
Community Advisor
July 9, 2026

Is the screenshot from the dashboard what you see or are you logged in as one of your stakeholders? If the latter, I’m thinking this is related to how much access your stakeholders have to the projects you’re crunching in Planner.

MarkTEvans
MarkTEvansAuthor
Level 3
July 9, 2026

Great question, that is what I see as SysAdmin.

Lyndsy-Denk
Community Advisor
Lyndsy-DenkCommunity Advisor
Community Advisor
July 9, 2026

Hmm. Well, that’s not great. I would lob your question to support. Resource Planner is a relatively old tool, so I wonder if there’s some backend incompatibility with dashboards.

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