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-- |
| Show Margin Column | If selected, the Margin column is displayed in the Attributes view, and shows the resource's margin, if available. | Deselected |
| Availability Display Format | The format to display resource availability. For more information, see PSA Resourcing Lightning Component Fields. | Percentage |
| 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 |
| 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 |
| 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-- |
| 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-- |
| Manage Shortlist Custom Fields Field Set |
The field set containing the custom fields to display in the Manage Shortlist window. --None-- displays only the default fields and no custom fields. For information about the default fields, see Manage Shortlist Fields. |
--None-- |
Match Settings Properties
This table lists the fields available that are related to the Match Settings panel in the Properties panel of the Lightning App Builder for the PSA Resourcing Lightning component.
Filters Panel Properties
This table lists the fields available that are related to the filters panel in the Properties panel of the Lightning App Builder for the PSA Resourcing Lightning component.
| Field | Description | Default Value |
|---|---|---|
| Custom Filters Field Set | The field set containing the custom fields that are displayed in the filter. If you don't select a field set, only the default fields are displayed. | None |
| Distance Unit | The unit of distance. | Kilometers(km) |
| Group Filter Behavior | The default value for the Group field. If "Value from record" is selected, the group from the resource request record is used as the default value. | Value from record |
| Maximum Distance | The maximum limit of the distance between the location of the resource and the resource request site. | 0 |
| Minimum Availability Default Value (%) | The default value for the Minimum Availability (%) field. | |
| Practice Filter Behavior | The default value for the Practice field. | |
| Region Filter Behavior | The default value for the Region field. If "Value from record" is selected, the region from the resource request record is used as the default value. | |
| Role Filter Behavior | The default value for the Resource Role field. If "Value from record" is selected, the resource role from the resource request record is used as the default value. | Value from record |
| Show Distance Filter | If selected, the location based resourcing is enabled and the Maximum Distance and Distance Unit fields are visible in the Filters panel. | Deselected |
| Show Group Filter | If selected, the Group field is displayed. | Selected |
| Show Minimum Availability Filter | If selected, the Minimum Availability (%) field is displayed. | Selected |
| Show Practice Filter | If selected, the Practice field is displayed. | Selected |
| Show Region Filter | If selected, the Region field is displayed. | Selected |
| Show Resource Filter | If selected, the Resource field is displayed. | Selected |
| Show Role Filter | If selected, the Resource Role field is displayed. | Selected |
| Show Settings | If selected, the Settings menu is displayed. | Selected |
| Show Skills Filter | If selected, the Skills filter section is displayed. | Selected |
| Show Worked With Customer Filter | If selected, the Worked With Customer filters are displayed. | Selected |
Resource Details Properties
This table lists the fields available that are related to 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 |
| View Experience for Requested Skills | If selected, the View Experience button is displayed in the Requested Skills section of the Resource Details panel. | Selected |