Customizing Columns And Filters

You can create custom columns and filters and use them to filter in the planners. To do this, create custom fields and a field set, add the fields to your field set, and adjust some custom settings.

Customizing the Resource Planner

To customize the Resource Planner:

  1. Click Setup and then locate the Contact object.
  2. Click Custom Fields & Relationships on the Contact object.
  3. Click New on Custom Fields & Relationships.
  4. Create and save custom fields as described in "Create Custom Fields" in the Salesforce Help.
  5. Do the following on the Contact object as described in "Creating and Editing Field Sets" in the Salesforce Help:
    1. Create a new field set on the Contact object, for example, My Custom Resource Planner Field Set.
    2. [Optional] Copy the value of the field set name field to paste later. For example, My_Custom_Resource_Planner_Field_Set.
    3. Add the custom fields you created earlier to your new custom field set.
    4. Click Save.
  6. Click Setup | Develop | Custom Settings.
  7. Locate the Planners - Resource custom setting and click Manage next to it.
  8. Click Edit on the Planners - Resource custom setting.
  9. Enter the API name of the field set you created earlier, for example, My_Custom_Resource_Planner_Field_Set, in the following fields:
  10. [Optional] Select Save Column Preferences if you want to change the order and width of columns in Resource Planner.
  11. Click Save.
  12. Navigate to the Resource Planner and use the new custom filters and columns you created as additional search criteria.

Customizing the Project Planner

To customize the Project Planner:

  1. Click Setup and then locate the Project object.
  2. Click Custom Fields & Relationships on the Project object.
  3. Click New on Custom Fields & Relationships.
  4. Create and save custom fields as described in "Create Custom Fields" in the Salesforce Help.
  5. Do the following on the Project object as described in "Creating and Editing Field Sets" in the Salesforce Help:
    1. Create a new field set on the Project object, for example, My Custom Project Planner Field Set.
    2. [Optional] Copy the value of the field set name field to paste later. For example, My_Custom_Project_Planner_Field_Set.
    3. Add the custom fields you created earlier to your new custom field set.
    4. Click Save.
  6. Click Setup | Develop | Custom Settings.
  7. Locate the Planners - Project custom setting and click Manage next to it.
  8. Click Edit on the Planners - Resource custom setting.
  9. Enter the API name of the field set you created earlier, for example, My_Custom_Project_Planner_Field_Set, in the following fields:
  10. [Optional] Select Save Column Preferences if you want to change the order and width of columns in Project Planner.
  11. Click Save.
  12. Navigate to the Project Planner and use the new custom filters and columns you created as additional search criteria.