Assignment Settings

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, and the Display Schedule Options Window for the Resourcing component is enabled, users can select whether to retain the preferred schedule on the resource request when assigning a resource. If selected, and the Lightning App Builder property is disabled, the preferred schedule is retained automatically when assigning a resource.	false
Retain Schedule on Hold		If selected, and the Display Schedule Options Window for the Resourcing component is enabled, users can select whether to retain the preferred schedule on the resource request when holding a resource. If selected, and the Lightning App Builder property is disabled, the preferred schedule is retained automatically when holding a resource.	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

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, and the Display Schedule Options Window for the Resourcing component is enabled, users can select whether to retain the preferred schedule on the resource request when assigning a resource. If selected, and the Lightning App Builder property is disabled, the preferred schedule is retained automatically when assigning a resource.

false

Retain Schedule on Hold

If selected, and the Display Schedule Options Window for the Resourcing component is enabled, users can select whether to retain the preferred schedule on the resource request when holding a resource. If selected, and the Lightning App Builder property is disabled, the preferred schedule is retained automatically when holding a resource.

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

Assignment Settings

Related Content