Assignment Settings

Use these settings in the Assignment Settings custom setting to manage assignments.

Key:

  • O = Obsolete.
Field

 

Description

Default Value

Adjust Hours Strategy Respects Holidays   Indicates whether the scheduling strategy respects work calendar holidays and sets hours to zero for zero hour holidays. When selected:
  • Hours are spread across other days and a schedule exception is created.
  • No schedule exception is generated when a non-working holiday occurs during a weekend.
  • A schedule exception is created for working holidays that occur during a weekday or a weekend. The exception hours are equal to the adjusted hours per day or equal to the holiday hour.
false
Allow Resource Currency Code on Assn   If selected, the cost rate currency code on an assignment is set to use the resource currency code. false
Assign Multiple Resources Columns   API name of the custom field set. The custom columns added in this field set are displayed in the Select Resources grid.  
Assign Resource Custom Lookup   Indicates whether the custom resource lookup popup is displayed in place of the standard resource lookup when assigning a resource. false
Assign Resource Custom Lookup Columns   API names of the columns to display on the Assign Resource Custom lookup. Name,Account.Name,Is_Resource__c,Is_Resource_Active__c,Resource_Role__c
Assign Resource Milestone Lookup   Indicates whether the Milestone lookup appears on assignments. false
Assign Resource Milestone Lookup Columns   API names of the columns to display on the Assign Resource Milestone lookup. Name
Assign Resource Milestone Required   Indicates whether the Milestone field on assignments is mandatory.
Note:

The Milestone field is only mandatory when the Assign Resource Milestone Lookup option is set.

false
Assignment Name Project Name Max Length  

Specifies the maximum number of characters from the project name to be used when creating an assignment name.

Used with Assignment Name Resource Name Max Length to determine the Assignment Name length.

Assignment names are limited to 80 characters including the 3 separating characters between the project and resource names. If the total length exceeds this, the project name will be truncated proportionally.

38
Assignment Name Resource Name Max Length  

Specifies the maximum number of characters from the resource name to be used when creating an assignment name.

Used with Assignment Name Project Name Max Length to determine the Assignment Name length.

Assignment names are limited to 80 characters including the 3 separating characters between the project and resource names. If the total length exceeds this, the resource name will be truncated proportionally.

38
AssigRes Is Resource Lookup Filter   Indicates whether the resource lookup filters out contacts that are not resources when assigning resources to projects. Unchecked
AssigRes IsResource Active Lookup Filter   Indicates whether the resource lookup filters out inactive resources when assigning resources to projects. false
Auto Share with New Resource   Determines whether to share an assignment and schedule with the resource's Salesforce user on creation or when the resource is changed. You can set the value to Read or Edit to define the level of sharing. If no value is set, no action is taken. Null
Default Scheduling Strategy   Determines the default scheduling strategy to display in the Assign Resource to Project window. Valid values are:
  • Adjust Hours Per Day
  • Calculate End Date, Level Schedule
  • Calculate End Date, Ignore Availability
  • Custom
  • Percent Allocation
  • Zero Hour Schedule

For more information, see Scheduling Strategies Overview.

Blank. When blank, PSA defaults the value to Calculate End Date, Level Schedule.
Delete Share from Old Resource   Indicates whether the existing share of the assignment and schedule with the resource's Salesforce user is deleted when the resource on the assignment is changed. false
DEPRECATED: Adjust Sched Date on Assignment Close O This setting is deprecated and no longer used.
DEPRECATED: Assignment Closed Statuses O This setting is deprecated and no longer used.
DEPRECATED: Mass Assign Resources Load Limit O This setting is deprecated and no longer used.  
Disable Bill Rate Null Check in Trigger   Determines whether PSA checks if bill rates have been applied to an assignment. Checked
Disable RPG and Role Filter Defaults   Determines whether the default values for the Region, Practice, Group, and Role filters are used when searching for a resource from the Assign Resource page. false
Display Planned Bill Rate   Indicates whether the Planned Bill Rate Appears on the Mass Assign Projects to Resource, Resource Request and Assignment pages. false
Edit Schedule Default Strategy  

The default scheduling strategy for the Schedule Strategy field on the Edit Assignment Schedule page. You can set this to one of the following:

  • "level" for Calculate End Date, Level Schedule.
  • "ignore" for Calculate End Date, Ignore Availability.
  • "day" for Adjust Hours Per Day.
  • "PercentAllocation" for Percent Allocation.
ignore
Hide Adjust Hours Scheduling Strategy Indicates whether the Adjust Hours Per Day scheduling strategy is hidden from the Scheduling Strategy drop-down list when assigning a single resource to a project, assigning a resource from a resource request, editing a schedule and wherever you can select scheduling strategies. false
Hide Custom Scheduling Strategy Indicates whether the Custom scheduling strategy is hidden from the Scheduling Strategy drop-down list when assigning a single resource to a project, assigning a resource from a resource request, and wherever you can select scheduling strategies with the exception of the Edit Assignment Schedule page. false
Hide Ignore Avail Scheduling Strategy Indicates whether the Calculate End Date Ignore Availability scheduling strategy is hidden from the Scheduling Strategy drop-down list when assigning a single resource to a project, assigning a resource from a resource request, editing a schedule and wherever you can select scheduling strategies. false
Hide Level Schedule Scheduling Strategy Indicates whether the Calculate End Date Level Schedule scheduling strategy is hidden from the Scheduling Strategy drop-down list when assigning a single resource to a project, assigning a resource from a resource request, editing a schedule and wherever you can select scheduling strategies. false
Hide Percent Allocation Scheduling Strategy Indicates whether the Percent Allocation scheduling strategy is hidden from the Scheduling Strategy drop-down list when assigning a single resource to a project, assigning a resource from a resource request, editing a schedule and wherever you can select scheduling strategies. false
Hide Zero Hour Scheduling Strategy Indicates whether the Zero Hour Schedule scheduling strategy is hidden from the Scheduling Strategy drop-down list when assigning a single resource to a project, assigning a resource from a resource request, and wherever you can select scheduling strategies with the exception of the Edit Assignment Schedule page. false
Link Assignment Header Tooltip Fields   Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Assignment to Milestones, Link Assignment to Project Methodology and Link Assignment to Phase pages. Assignment_Number__c,Project__r.Name,Resource__r.Name,Is_Billable__c,Start_Date__c,End_Date__c,Scheduled_Hours__c
Link Methodology Header Tooltip Fields   Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Project Methodology to Assignment page. Name,project__r.name
Link Milestone Header Tooltip Fields   Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Milestone to Assignments page. Name,Target_Date__c,Milestone_Amount__c
Link Phase Header Tooltip Fields   Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Project Phase to Assignment page. Name,project__r.name
Mass Assign Milestone Editable   Indicates whether the Milestone is displayed and editable on the Mass Assign Projects to Resource page and the Mass Assign Resources to Project page. false
Mass Assign Milestone Required   When Mass Assign Milestone Editable is selected, indicates whether the milestone field must be completed for each assignment to be created on the Mass Assign Projects to Resource page and the Mass Assign Resources to Project page. false
Mass Assign Projects Load Limit   Determines how many projects are returned in the search results on the Mass Assign Projects to Resource page.
Note:

We recommend setting the value lower than 2000 to avoid reaching Salesforce platform limits.

1000
Retain schedule exceptions on update  
If deselected, when a schedule's date range is changed, schedule exceptions that are partly or wholly outside the schedule's date range are deleted.
Note: This potentially alters part of the schedule that is still within range.

If selected, when a schedule's date range is changed, schedule exceptions that are wholly outside the schedule's date range are deleted. Schedule exceptions that are partly outside the schedule's date range are shortened to fit within the new schedule date range.
Deselected
Retain Schedule On Assign  

If selected, when a resource is assigned, the schedule created when the resource was originally held is retained. This happens when the same resource or a different resource is assigned. This now occurs instead of creating a new schedule and orphaning the previous schedule for the assignment.

When False, a new schedule is created and the old schedule is deleted.

false
Role Hidden   Indicates whether the Role field on the Assign Resource to Project page is hidden.
Note:

You must only use this option while the Role Required on Creation custom field is not selected.

false
Role Required on Creation   Indicates whether the Role field is mandatory when creating a new assignment on the Assign Resource to Project, Assign Multiple Resources to Project and Mass Assign Resources to Project pages. false
Timecard Statuses   The comma-delimited list of the Timecard Status field values to use when performing timecard calculations for the Edit Assignment Schedule page. Submitted,Approved
Update Project Monitor Fields Batch Size  

Determines the batch size to use when calculating Project Monitor fields.

This setting is intended to help address platform limitation errors that display when an organization has more than 50,000 assignments associated with a project. Lowering this setting can result in slower processing time.

2000
Update Project Monitor Fields Sync Limit  

Defines the threshold number of assignments for immediately calculating Project Monitor fields. If the number of assignments exceeds the value of this setting, Project Monitor fields are calculated using a batch process.

This setting is intended to help address platform limitation errors that display when an organization has more than 50,000 assignments associated with a project. If your org displays errors when selecting the Action: Force Schedule Refresh field on a schedule, lower this value to adjust the number of fields synchronized. Lowering this setting can result in slower processing time.

10000
Use Default Cost Rate Clear on Assigning   Indicates whether the default value of the Use Default Cost Rate checkbox is unchecked on the Assign Resource to Project, Mass Assign Resources to Project and Mass Assign Projects To Resource pages. false
Use Scheduled Days for Calculations   Determines whether the value recorded in the Scheduled Days field on assignments is used for calculations on the Project Cost and Revenue Summary. false