Project Planner Overview

Professional Services Cloud

Tip:

Work planners are also available, which cover many of the same workflows as the Resource Planner and Project Planner and offer the following additional features:

A scheduler to give you a clear, visual overview of upcoming work.
Enhanced support for resource requests.
More options for filtering and grouping work.
A panel that enables you to view additional details, such as logged hours and project tasks, without leaving the current page.

For more information, see Work Planners Overview.

The Project Planner comprises the following:

Item	Description	More Information
Filters Panel	Use a criteria to refine the number of projects.	Filters Panel Overview
Project List	Displays all the projects in your organization. Single-clickto show or hide all the project's assignments and held resource requests. You can also double-click the project name to view these on the edit assignments panel.	Searching for Resources or Projects
Timeline	Contains assignment bars and project summary bars, which represent assignment length and scheduled hours rolled up to the parent project. A scrollable timeline shows days, weeks, months or quarters over a set time span. Single-click on the project to expand or contract the list of all the project's assignments and held resource requests. Double-click on entries in the list of assignments or held resource requests to enter Rapid Edit mode.	Timeline Overview
Edit Assignments Panel	View and edit schedules for assignments and view held resource requests.	Edit Assignments Panel Overview