Feature Request: Filter resource selection by rate type
Summary:
Enable the resource picker to automatically filter available resources based on the selected formula result type. This helps users find the correct resources faster and ensures the list shown is relevant to the type of result being calculated.
Problem Statement:
Currently, users must scroll through all available resources in the table, even when many of those resources are not applicable to the selected formula result type. This makes the selection process slower and less efficient, especially when working with large resource lists. It also increases the likelihood of users choosing an incompatible resource rate type.
Proposed Solution:
Update the resource selection behavior so that the list of available resources is filtered according to the formula result type.
If the result type is Hours, show only resources with Hours or Unit rate types.
If the result type is Heads, show only resources with Hours rate types.
If the result type is Cost, show only resources with Cost rate types.
Ensure the filtering happens automatically when the user selects or changes the formula result type.
Maintain a clear and intuitive experience so users understand why only certain resources are displayed.
Benefits:
Reduces time spent searching through irrelevant resources.
Improves efficiency when building or editing formulas.
Decreases the risk of selecting an incompatible resource type.
Creates a more intuitive and streamlined user experience.