Using the Project Manager Work Planner

The PSA Project Manager Work Planner is part of the Project Management workspace. An administrator can also add it to any Lightning app page or Lightning home page.

Viewing Resource Details

To view a resource's details:

1. Do one of the following in the Project Manager Work Planner:
   • Select a resource and click Resource Details.
   • Double-click a resource.
2. View the resource's details as described in Contact Card Lightning Component Overview.

When you open a workspace, for example the Project Management workspace, the Project Manager Work Planner defaults to Project View. To change the view to focus on resources rather than projects, click Project View.

Viewing Hover Details

When you hover over an assignment, project, or resource request in the Project Manager Work Planner, relevant details are displayed. If you want different fields to be displayed, contact your administrator.

Filtering the Data

You can use the Filters panel to reduce the amount of content displayed in the Project Manager Work Planner. 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

Note:

The filters you last used are retained if you are using the same browser on the same device.

To filter the content displayed:

1. Click to open the Filters panel.
2. Specify the date range you want to filter by.
3. [Optional] Select Hide Zero Hour Commitments if you do not want to display assignments or resource requests containing zero hours.
4. [Optional] Search for and select the resources you want to include on the Project Manager Work Planner.
5. [Optional] Search for and select the additional projects you want to include.
6. Click Apply. The content displayed reflects the selected filters.

To return the Filters panel to the default values, click Reset.

Changing the Dates of Assignments and Resource Requests

To update the dates of assignments or resource requests from the Project Manager Work Planner:

1. Drag the resource request or assignment to a new start date. Although schedules are preserved where possible, the end date might be recalculated to take account of non-working days.
2. Click Save.
3. [Optional] Hover over an assignment or resource request on the Project Manager Work Planner to view the updated start and end dates.

Tip:

If you drag an assignment or resource request and then change your mind, click to return to the last saved state.

Note: To update assignments and resource requests in the Project Manager Work Planner, your administrator must have assigned you the PSA - Edit Work Planner permission set.