Setting up Assignments

In Professional Services Automation you can change the resources that are listed when assigning resources to a project. To do this, you must override the default assignment settings for the user or group of users that you want to change the settings for:

1. From Setup, click Develop | Custom Settings | Assignment Settings.
2. Click Manage.
3. Click New.
4. In the Location field, enter a profile or user to apply the change to.
5. Select the AssigRes Is Resource Lookup Filter checkbox.
6. If you want the list of resources to exclude inactive resources, select the AssigRes IsResource Active Lookup Filter checkbox.
7. If you want to change the columns that appear on the resource lookup, edit the Assign Resource Custom Lookup Columns field. This must be a comma separated list of the field API names.
8. If you want to customize the behavior of the Milestone lookup, edit these custom fields:
   • Assign Resource Milestone Lookup
   • Assign Resource Milestone Required
   • Assign Resource Milestone Lookup Columns
9. Click Save.