Project Manager Work Planner Lightning Component Buttons and Fields

Project Manager Work Planner Buttons

Button or Control Description Default
Filter button Filters the display. Click to open and close the Filters panel. Filters are retained if you use the same browser on the same device.

The Filters panel defaults to the following:

  • Any projects where the current user is set as the project manager
  • Any projects the current user is assigned to

  • Any projects where the current user is a held resource
Project View Displays a view of all projects that have related assignments or resource requests. You can expand each project displayed to show further details of its related resources, assignments, and resource requests. -
Reload button Reloads the Project Manager Work Planner, for example, when assignments or resource requests are created after you loaded the page, or if you have made a change in a different tab. -
Resource Details Opens the contact card for the selected resource. Alternatively, you can double-click a resource. For more information, see Contact Card Lightning Component Overview. -
Save Saves any changes. -
Today Displays the current day on the timeline, and maintains the current zoom level. -
Zoom Changes the view between days, weeks, months, quarters, and years. The zoom level you set is saved between browser sessions. Weeks

Project Manager Work Planner Fields

Field Description
Resource Name

Name of the resource. The resource's role is displayed if present.

Filter Buttons

Field Description
Apply Updates the contents of the Project Manager Work Planner using the filter criteria specified.
Reset Returns the filter criteria to the default values.

Filter Fields

Key:
* – Mandatory field

Field

 

 Description
Hide Zero Hour Commitments   If selected, assignments or resource requests containing zero hours are not displayed in the Project Manager Work Planner.
Project   Search for and select one or more projects to view in the Project Manager Work Planner.
Resource   Search for and select one or more resources to view in the Project Manager Work Planner.

Start Date

End Date

 * The date range for data displayed in the Project Manager Work Planner.