SECTIONSResourcing Lightning Component Properties
This table lists the fields available in the Properties panel of the Lightning App Builder for the PSA Resourcing component.
| Field | Description | Default Value |
|---|---|---|
| Default View |
The view that you want to open when you access the page. You can switch between different views:
For more information, see Resourcing Lightning Component Overview. |
Attributes |
| Component Height | The component height in pixels. You can enter a value from 100 to 10,000. | 400 |
| Attributes Column Field Set |
The field set containing the custom columns to display in the PSA Resourcing Lightning component. --None-- selects a default set of fields. This setting enables you to determine different columns for each instance of the PSA Resourcing Lightning component, for example, when using the component on multiple pages, or when using multiple instances of the component on the same page. You can determine the columns to suit your organization including adjusting their positions. You can select an existing field set to control the columns you want to display in the Resource list. For example, the Assign Multiple Resources to Project Search Columns, which contains five fields by default. Alternatively, you can select any Contact field set to control the columns displayed. For more information, see Contact Field Sets. Column width adjustments are maintained during Resource list user sessions, and also when you filter resources in the Resource Filter and click Reset, Clear, or Apply. |
--None-- |
| Compare Resources Contact Field Set |
The field set that controls the contact fields displayed in the Compare Resources window. For more information, see Contact Field Sets. |
--None-- |
| Default Scheduling Strategy | The default scheduling strategy to display in the Scheduling Strategy field when you select a resource and click Manage Schedule. For more information, see Scheduling Strategies Overview and Managing Resource Requests. | Calculate End Date, Level Schedule |
| Availability Display Format | The format to display resource availability. For more information, see PSA Resourcing Lightning Component Fields. | Percentage |
| Show Margin Column | If selected, the Margin column is displayed in the Attributes view, and shows the resource's margin, if available. | Deselected |
| Display Schedule Options Window | If selected, the Schedule Options window is displayed when holding or assigning a resource on resource requests that have a preferred schedule. | Deselected |
| Date Padding |
The number of months to display before and after the current resource request, to show all data within those dates. Valid values are 0 if you do not want padding, and between 1 to 24 if you want to use padding. For example, when using the default value of 1, if the filter dates are June 1, 2021 to September 1, 2021, any resource requests and assignments that overlap with May 1, 2021 to October 1, 2021 are displayed. |
1 |
| Hover Details Field Set for Assignments |
The field set containing the custom fields that are displayed when hovering over an assignment. For information on the field sets available, see Assignment Field Sets. For information on creating and editing field sets, see the Salesforce Help. If --None-- is selected or a selected field set does not contain any valid fields, a default set of fields is displayed: Start Date, End Date, Project, Scheduled Hours. |
--None-- |
| Hover Details Field Set for Resource Requests |
The field set containing the custom fields that are displayed when hovering over a resource request. For information on the field sets available, see Resource Request Field Sets. For more information on creating and editing field sets, see the Salesforce Help. If --None-- is selected or a selected field set does not contain any valid fields, a default set of fields is displayed: Start Date, End Date, Project, Requested Hours. |
--None-- |
Resource Details Panel Properties
This table lists the fields available within the Resource Details panel in the Properties panel of the Lightning App Builder for the PSA Resourcing Lightning component.
| Field | Description | Default Value |
|---|---|---|
| Resource Details Custom Fields Field Set |
The field set containing custom fields that are displayed in the Resource Details panel. For more information, see Contact Field Sets. For more information on creating and editing field sets, see the Salesforce Help. --None-- displays no custom fields. The Resource Details panel displays Region, Practice, and Group by default. |
--None-- |
| Show Logged Hours | If selected, logged hours are displayed in the Resource Schedule section of the Resource Details panel. | Deselected |
| Show Resource Requests | If selected, resource requests are displayed in the Resource Schedule section of the Resource Details panel. | Selected |
| Show Scheduled Time in Hours | If selected, a resource's scheduled time is displayed in hours in the Resource Schedule section of the Resource Details panel. | Deselected |
| Show View Experience Button | If selected, the Experience button is displayed in the Requested Skills section of the Resource Details panel. | Selected |
Filters Panel Properties
This table lists the fields available within the Filters panel in the Properties panel of the Lightning App Builder for the PSA Resourcing Lightning component.
Key: * – Mandatory field