Resource, Project, and Work Planners Settings and Preferences

Tip:

The Resource Planner and Project Planner will be deprecated in a future release. We recommend that you migrate to Work Planner, which covers many of the same workflows as the Resource Planner and Project Planner and will continue to be updated in future releases.

Work planners offer the following additional features:

  • A scheduler to provide users with a clear, visual overview of upcoming work.
  • Enhanced support for resource requests.
  • More options for filtering and grouping work.
  • A panel that enables users to view additional details, such as logged hours and project tasks, without leaving the current page.
  • Continuous updates in future releases.

For more information, see Setting up Work Planners.

General Settings

Resource Planner and Project Planner functionality is controlled using these fields in the Planners - Project and Planners - Resource custom settings. Where specified, Work Planner functionality is also controlled using these fields.

Field Description

Default
Add Holidays On Assignment Adjust If selected, determines whether holiday schedule exception records are added if assignment date ranges are adjusted and the new date range falls within a holiday. Exception records are created on the schedule of the modified assignment. Holidays are defined on the work calendar of the assigned resource. Deselected
Add Included Dates After RR End Date Determines the number of days to add to the included dates after the end date of the resource request in the Resource Request panel of the Resource Planner. For example, the URR end date is November 15. The Included dates default to end on November 29. This setting enables you to see the end of the unheld resource request. You can change the default value as required. 14
Add Included Dates Before RR Start Date Determines the number of days to add to the included dates before the start date of the resource request in the Resource Request panel of the Resource Planner. For example, the URR start date is November 8. The Included dates default to start on November 1. This setting enables you to see the start of the unheld resource request. You can change the default value as required. 7
Assignment Color Field Defines the API name of the formula field on an assignment that controls the assignment color bars on Resource Planner, Project Planner, and Work Planners. Deselected
Assignment Ordering Defines the API name of a field to order assignments by and, optionally, the direction (enter ASC or DESC). name
Assignment Search Fieldset Name Determines which Assignment fields are searched with the text search box on the appropriate planner. Null
Assignment Tooltip Field Set Define the API names of field sets containing tooltip fields. The field sets must exist on their respective objects.For more information, see Customizing Tooltips in the Resource and Project Planners. Null
Assn Additional Fields Field Set Name Determines the additional fields to display in the "Additional Fields" section of the Create Assignment dialog in Resource and Project Planners. The value is the API name for a field set containing the list of additional fields.
Note:

We recommend you do not add the Schedule field or any fields to the field set which already display in the Create Assignment dialog. For more information, see Create Assignment Fields.

The following do not display in Create Assignment dialog even when they are in the field set:
  • Formula fields
  • Fields from related objects
  • Auto-number fields
 Null
Availability Decimal Precision The number of digits to show to the right of the decimal point when displaying an availability percentage value in the Availability column in Resource Planner. The value is an integer. 0
Columns Field Set Defines the API name of the field set, on the contact or project object respectively, that contains the columns to show on the Resource and Project Planners. The default values are Resource_Planner_Columns and Project_Planner_Columns respectively. Clear the value to disable the custom columns feature. Resource_Planner_Columns/Project_Planner_Columns
Default Future Days to Show Assignments Defines the number of future days, from today, to display assignments. For example, enter 30 to display assignments that start or end within 30 days of today. 270
Default Past Days to Show Assignments Defines the number of days prior to today to display assignments. For example, enter 30 to display assignments that start or end in the preceding 30 days. 7
Default Resource Image Defines a URL (absolute or relative) that points to the default image to use for resources without a profile photo. Image files of 22x22 pixels work best. /resource/pse__Planners/resources/images/FForce/default_resource_image.png
Deprecated: Preload Limit This setting is no longer used.  
DEPRECATED: Use New Project Planner

This setting is no longer used.

  
DEPRECATED: Use New Resource Planner

This setting is no longer used.

  
Edit Requires Staffing Permission Determines whether or not your users require a permission control, with the Staffing checkbox selected, before they can edit assignment schedules. You can create a permission control for the region, practice, group, project or resource that certain users need to modify. Deselected
Hide Cost Rate Fields

If selected (true), all cost rate fields are hidden from the Create Assignment dialog for all users.

If deselected (false), the following states depend on FLS permissions for the following fields on the Create Assignment dialog:

  • The Use Default Cost Rate checkbox is shown when users have FLS permission for the Assignment object field Use Resource Default Cost Rate.
  • The Cost Rate field:
    • Shows the resource's cost rate when users have FLS permission for both the:
      • Assignment object field Cost Rate.
      • Contact object field Default Cost Rate.
    • Is hidden when users:
      • Have FLS permission for the Assignment object field Cost Rate, but not the Contact object field Default Cost Rate.
      • Do not have FLS permission for the Assignment object field Cost Rate.
  • The Convert Cost Rate to options are shown only when users have FLS permissions for both of these Assignment object fields:
    • Use Resource Currency For Resource Cost

    • Use Project Currency For Resource Cost

 Selected (True)
Hold total assignment hours constant If selected, the total hours are held constant when editing assignment hours using the inline edit (rapid edit) function in Planners. When deselected, the end date is held constant when editing assignment hours in Planners. Deselected
Inherit Dates for Create Assignment If selected, the start and end dates in the Create Assignments dialog are auto-populated from the project start and end dates. Deselected
Inherit Role for Create Assignment If selected, the resource role in the Create Assignments dialog is auto-populated from the Contacts record. When deselected, and you create an assignment from a resource request, the role field is auto-populated from the role specified in the resource request. When deselected, and you create an assignment without a resource request in planners, the role field is blank. Deselected
Override Assignment Name Field Specifies the API name of the field to display as the assignment name in Resource and Project Planners. If this field is blank, the planner displays the Assignment name by default. Null
Override Resource Request Name Field Specifies the API name of the field to display as the resource request name in Resource and Project Planners. If this field is blank, the planner displays the Resource Request name by default. Null
Project Planner Filter Field Set Determines the fields used for filtering in the Project Planner. The value is a field set specifying fields available to filter on. Null
Project Search Fieldset Name Determines which Project fields are searched with the text search box on the project planner. Null
Project Summary Color Field Defines the API name of the formula field on a project that controls the Project Summary colors. Deselected
Project Tooltip Field Set Define the API names of field sets containing tooltip fields. The field sets must exist on their respective objects. For more information, see Customizing Tooltips in the Resource and Project Planners. Null
Record Load Limit Specifies the number of resources or projects for which child data (assignments and resource requests) load per request.
Warning:

Do not adjust the Record Load Limit without first consulting Customer Support.

 5
Resource Planner Filter Field Set Determines the fields used for filtering in the Resource Planner. The value is a field set specifying fields available to filter on. Null
Resource Request Color Field Defines the API name of the formula field on a resource request that controls the resource request color bars on Resource Planner, Project Planner, and Work Planners. Deselected
Resource Request Ordering Defines the API name of a field to order held resource requests by and, optionally, the direction (enter ASC or DESC). name
Resource Request Search Fieldset Name Determines which Resource Request fields are searched with the text search box on the appropriate planner. Deselected
Resource Request Tooltip Field Set Define the API names of field sets containing tooltip fields. The field sets must exist on their respective objects. For more information, see Customizing Tooltips in the Resource and Project Planners. Null
Resource Tooltip Field Set Define the API names of field sets containing tooltip fields. The field sets must exist on their respective objects. For more information, see Customizing Tooltips in the Resource and Project Planners. Null
Respect Schedules

Determines whether schedules and schedule exceptions respect the new schedule start date when assignments or resource requests are dragged horizontally and dropped in the project and resource planners.

When True, non-working days are respected:

  • Weekends are respected by the schedule for the resource request or assignment.
  • Holidays are respected by the resource's work calendar when Add Holidays On Assignment Adjust is selected.

For example, when an assignment is dragged onto or off a holiday, its duration is increased or decreased accordingly. After the assignment has been dragged and dropped into its new position in the timeline, any redundant schedule exceptions are deleted.

When False, if assignments or resource requests are dragged and dropped in the timeline, schedule exceptions remain on any days they were originally added to. Schedule exceptions are deleted when you drag assignments or resource requests outside those original days.

 False
Restrict Creation Past Dates If selected, you cannot create Project Planner assignments and held resource requests set in the past. Deselected
Restrict Editing Past Dates If selected, you cannot edit Project Planner assignment and schedule hours set in the past. Deselected
Restrict Swapping Past Dates If selected, you cannot swap the resource on an assignment with a start date set in the past. Deselected
Save Column Preferences Determines whether customizations to the width, order and visibility of columns are saved for every user each time they use the Resource or Project Planner.
Note: This setting is dependent on a field set being defined in Columns Field Set. For more information, see Customizing Columns and Filters.
 Selected
Search Fieldset Name Determines which Resource fields are searched with the text search box on the resource planner. Null
Show Availability Column

If selected, the Availability column is visible on the Resource Planner.

Note:

Your administrator must also enable Utilization Engine in your organization to display availability in the Resource Planner. For more information, see Utilization Engine.

 Selected
Use Beige If selected, beige is used for cell colors in Resource Planner and Project Planner.
Note:

Orange is used for color bars in Work Planners.

 Deselected
Use Light Blue If selected, light blue is used for cell colors in Resource Planner and Project Planner and for color bars in Work Planners. Deselected
Use Light Green If selected, light green is used for cell colors in Resource Planner and Project Planner and for color bars in Work Planners. Deselected
Use Light Red If selected, light red is used for cell colors in Resource Planner and Project Planner and for color bars in Work Planners. Deselected
Use Light Yellow If selected, light yellow is used for cell colors in Resource Planner and Project Planner and for color bars in Work Planners. Deselected
Use Pink If selected, pink is used for cell colors in Resource Planner and Project Planner and for color bars in Work Planners. Deselected
Use Purple If selected, purple is used for cell colors in Resource Planner and Project Planner and for color bars in Work Planners. Deselected
Use Turquoise If selected, turquoise is used for cell colors in Resource Planner and Project Planner and for color bars in Work Planners. Deselected

Preferences

Preferences, including the default zoom level, are controlled using these fields in the Planners Preferences - Project and Planners Preferences - Resource custom settings.

Field Description

Default
Allow Mass Move Assignments If selected, this setting allows users to drag the assignment bar to mass move assignments in the Project Planner. This setting is not valid for the Resource Planner. Deselected
Display Decimal Precision Cutoff The maximum number of hours on which to display decimal places on the project or resource planner. 100
Hide Inline Edit Dialog Determines if the edit mode settings dialog displays. If selected, the edit mode settings dialog does not display in Planners. Deselected
Hold total assignment hours constant If selected, the total hours are held constant when editing assignment hours using the inline edit (rapid edit) function in Planners. When deselected, the end date is held constant when editing assignment hours in Planners. Deselected
Lower Summary Bar Threshold Limit Defines the lower limit of the resource allocation percentage considered correctly allocated. Resources within the lower limit of this threshold display as the green resource summary color code used in Resource Planner. 100
Resource Availability in Hours If selected, availability displays in hours in the Resource Availability column in the Resource Planner. If deselected, availability displays as a percentage. Deselected
Show Project Start and End Date Indicators This setting determines if project start and end date indicators initially display in a project summary bar. Deselected
Show Shift Management Assignments If selected, Shift Management assignments display in Planners. Deselected
Upper Summary Bar Threshold Limit Defines the upper limit of the resource allocation percentage considered correctly allocated. Resources within the upper limit of this threshold display as the green resource summary color code used in Resource Planner. 100
Zoom Level The default timeline zoom level that applies when you view the Resource Planner or Project Planner. Enter a value of Quarter, Month, Week, or Day. Week