Work Planner Lightning Component Fields

Professional Services Cloud

The following Work Planner Lightning components include the fields and buttons described:

Line Manager Work Planner
Project Manager Work Planner
Resource Work Planner
Work Planner on a project record (referred to as Record Work Planner)
Work Planner (on the Work Planner Lightning page provided by Certinia or added to a custom Lightning page by your administrator)
Work Planner in Experience Cloud sites.

For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

Note:

If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

Fields

The following table describes the fields in the Work Planner component.

Key:

A - Allocation view

S – Scheduler view

Fields in the Work Planner Component
Field		Description
Name	S, A	The name of the resource, project, region, practice, or group, depending on the grouping option selected from the toolbar. When grouping by region, practice, or group, PSA displays the relevant RPG name and uses the following criteria in the order shown to determine an assignment or resource request record’s RPG: The RPG set on the relevant resource. The RPG set on the resource request, for resource request records. The RPG set on the associated project. If there is no RPG set on any of the above, a grouping called No Region, No Practice, or No Group is displayed in this column as appropriate.
Availability	S, A	The percentage availability of the resource between the start and end date of the planned work, and is calculated using the following formula: (1 - (Assigned Hours/Work Calendar Hours)) * 100 The assigned hours in the calculation includes hours from assignments and held resource request schedules. The calculation uses the dates in the Filters panel but is entirely forward looking. If the start date is in the past, the start date for the calculation is from today. If both the start and end date are in the past, the calculation does not work. To calculate the resource availability for this field, you must do the following: Select the Use Utilization Engine field in the Utilization custom setting. Run the Utilization Engine batch process once from the PSA Administration Lightning page. For more information, see: Use Utilization Engine Utilization Engine
Project	A	The project associated with the assignment or resource request. Displayed when grouping by resource.
Resource	A	The name of the resource on the associated assignment or resource request. Displayed when grouping by project.
Total Hrs	A	The total number of hours on the schedule for the associated assignment or resource request. This column is automatically updated whenever you edit a value in the Allocation view, or when the relevant schedule records are changed. Also displayed in the Current Scheduled Hours field when hovering over an assignment or resource request in the Name column. Note: This value reflects the total scheduled hours for the associated assignment or resource request across the entire schedule, not just the days specified in the filter criteria.

Buttons

The following table describes the buttons in the Work Planner component.

Buttons in the Work Planner Component
Button	Description	Default
	Reloads the relevant Work Planner component. This is useful if, for example, assignments or resource requests are created after you loaded the page, or if you have made a change in a different tab. If you have not yet saved changes you have made, this button enables you to return to the last saved state.	Not applicable
Today	Displays the current day on the timeline and maintains the current zoom level.	Not applicable
or	Displays the following views: Scheduler: Shows assignments and resource requests grouped by RPG, project, or resource over time. Allocation: Lists the resource requests and assignments within the same date range, grouped by RPG, project, or resource. Shows the number of hours a resource is scheduled to work on the corresponding assignments or resource requests and indicates if a resource is correctly allocated, over allocated, or under allocated.	Allocation
Resource, Project, Region, Practice, or Group	Groups the data displayed: Resource: Displays all resources with related assignments or resource requests grouped underneath. You can expand each resource to view details of the related assignments and resource requests. For unheld resource requests, you can expand the Resource Requests row to view details of the required roles. Project: Displays all projects with related assignments or resource requests grouped underneath. You can expand each project to view details of its related resources, assignments, and resource requests. Region: Displays all regions with related assignments or resource requests grouped underneath. You can expand each region to view details of its related resources, assignments, and resource requests. Practice: Displays all practices with related assignments or resource requests grouped underneath. You can expand each practice to view details of its related resources, assignments, and resource requests. Group: Displays all groups with related assignments or resource requests underneath. You can expand each group to view details of its related resources, assignments, and resource requests. Note: The Resource and Project buttons display the fields added in the Resource and Project Custom Column Field Sets in addition to the default fields. However, the Region, Practice, and Group buttons display only the default fields.	Line Manager Work Planner and Work Planner for resource managers default to Resource. Project Manager Work Planner and Resource Work Planner default to Project.
Zoom Level	Changes the view between days, weeks, months, quarters, and years. The zoom level you set is retained if you use the same browser on the same device. Notes: On the Allocation view, you can only edit the hourly values when using the Days and Weeks zoom levels. If you open the Allocation view after the Scheduler view, the zoom level is retained.	Weeks
	Shows details of the selected assignment, project, resource, or resource request on the relevant tab of the Record Details panel. The panel stays open until you close it and is also used to display filter criteria. This means you can set filters easily and click through other records on the work planner to quickly view information about them. For more information, see Viewing Record Details.	Not applicable
	Filters the display. Click to open and close the panel. The panel stays open until you close it. It is also used to display assignment details, project details, resource details, and resource request details. This means you can set filters easily and click through other items on the work planner to quickly view information about them. Selected filters are retained if you use the same browser on the same device.	Line Manager Work Planner filters default to: The resource associated with your Salesforce user. Resources with your name in the Reports To field on their contact record. Project Manager Work Planner filters default to: Any projects where the current user is set as the project manager. Any projects the current user is assigned to. Any projects where the current user is a held resource. Resource Work Planner filters default to the resource associated with your Salesforce user. The Work Planner for resource managers does not have any default filters.
	Enables you to set preferences for the information displayed in the work planner, and how the information is displayed. See also Preferences Fields.	Not applicable
	Expands the work planner for full view. Click to return it to its original size.	Not applicable
View Details	Opens the Record Details panel and displays the selected record. This action is displayed when you right-click an assignment from the Allocation view or the Scheduler view. For more information, see Using Work Planners.	Not applicable
Clone Assignment	Clones the selected assignment. This action is displayed when you right-click an assignment from the Allocation view or the Scheduler view. For more information, see Cloning Assignments. Note: The visibility of this action is configurable in the Lightning App Builder.	Not applicable
Create Assignment	Creates an assignment from the Allocation view or the Scheduler view. For more information, see Creating Assignments. Note: The visibility of this button is configurable in the Lightning App Builder.	Not applicable
Clone Resource Request	Clones the selected resource request. This action is displayed when you right-click a resource request from the Allocation view or the Scheduler view. For more information, see Cloning Resource Requests. Note: The visibility of this action is configurable in the Lightning App Builder.	Not applicable
Create Resource Request	Creates a resource request from the Allocation view or the Scheduler view. For more information, see Creating Resource Requests. Note: The visibility of this button is configurable in the Lightning App Builder.	Not applicable
Split to New Assignment	Splits the selected assignment to a new assignment. This action is displayed when you right-click an assignment from the Allocation view or the Scheduler view. For more information, see Splitting to a New Assignment. Note: The visibility of this button is configurable in the Lightning App Builder.	Not applicable
Split to New Resource Request	Splits the selected assignment to a new resource request. This action is displayed when you right-click an assignment from the Allocation view or the Scheduler views. For more information, see Splitting an Assignment to a New Resource Request Note: The visibility of this button is configurable in the Lightning App Builder.	Not applicable
Split to New Held Resource Request	Splits the selected resource request to a new held resource request. This action is displayed when you right-click a resource request from the Allocation view or the Scheduler views. For more information, see Splitting a Resource Request to a New Held Resource Request. Note: The visibility of this button is configurable in the Lightning App Builder.	Not applicable
Swap Resource	Swaps an existing resource with a new resource for the selected assignment or resource request. This action is displayed when you right-click an assignment or resource request from the Allocation view or the Scheduler view. For more information, see Swapping Resources from Assignments and Swapping Resources from Resource Requests, respectively. Note: The visibility of this button is configurable in the Lightning App Builder.	Not applicable

Links

The following table describes the links in the Work Planner component.

Links in the Work Planner Component
Link	Location	Description
View Suggested Adjustments	Record Work Planner	Opens the Suggested Adjustments window, which enables you to view and provisionally apply suggested adjustments to future project hours to the Record Work Planner so that they match each resource's current capacity run rate.

Filter Fields

The filter panel contains the following fields.

Key:
* – Mandatory field

Descriptions of checkbox settings describe the selected (true) case.

Filter Fields in the Work Planner Component
Field		Description
End Date	*	The end date for data displayed in the relevant work planner component. The default date range is starting 7 days earlier and ending 28 days later than today.
Exclude Assignments		Assignments are not displayed.
Exclude Held Resource Requests		Held resource requests are not displayed.
Exclude Unheld Resource Requests		Unheld resource requests are not displayed.
Group		Search for and select one or more groups to view. Note: This field is not available in the Record Work Planner.
Hide Zero Hour Commitments		Assignments or resource requests containing zero hours are not displayed.
Practice		Search for and select one or more practices to view. Note: This field is not available in the Record Work Planner.
Project		Search for and select one or more projects to view. Note: This field is not available in the Record Work Planner.
Region		Search for and select one or more regions to view. Note: This field is not available in the Record Work Planner.
Resource		Search for and select one or more resources to view. Note: This field is not available in the Record Work Planner.
Saved Filters		Select from the saved filter sets that you have previously created.
Show Other Work		If selected, displays: All assignments and resource requests assigned to resources for the current project. All assignments and resource requests assigned to resources on other projects that overlap with the current project's start and end dates. If deselected, displays all assignments and held resource requests assigned to resources for the current project. Note: This field is only available in the Record Work Planner.
Start Date	*	The start date for data displayed in the relevant work planner component. The default date range is starting 7 days earlier and ending 28 days later than today.

Filter Buttons

The filter panel contains the following buttons.

Filter Buttons in the Work Planner Component
Button	Description
Apply	Updates the contents of the work planner using the filter criteria specified.
Clear	Clears the filter criteria values, with the exception of Start Date and End Date, as they are required fields. Also clears all data from the work planner.
Reset	Returns the filter criteria to the default values.
	Enables you to create filter sets and manage them. The following options are available: Delete - Delete a saved filter set. Edit - Edit the name of a saved filter set. Set as Default - Set the default filter set. Remove Default (this option is only available if the filter selected in the Saved Filters list is your default filter) Save - Save changes made to the filter criteria on an existing filter set. Save As - Save the current filter criteria with a unique name.
Match Project Dates	Updates the Start Date and End Date fields in the filter to match the project’s start and end dates. Note: This button is only available in the Record Work Planner.

Note:

The Apply, Clear, and Reset buttons are available relevant to the actions that you take in the Filters panel.

Preferences Fields

The Preferences panel contains the following fields.

Preferences Panel Fields in the Work Planner Component
Field		Description
Less Than		Resources with an allocation less than this percentage value are under allocated.
Greater Than		Resources with an allocation greater than this percentage value are over allocated.
Planned Allocation Range		The optimal percentage range of time that a resource is allocated.
Use Cell Shading		When selected, the cells in the Allocation view are colored instead of using the graphics to indicate each resource's allocation status.
Show Totals as Percentages		When selected, the top-level totals for resources in the Allocation view are shown as percentages. If the Use Utilization Target checkbox is also selected, the percentages are calculated relative to the utilization target value. For more information, see Allocation Thresholds Including the Utilization Target.
Use Utilization Target		When selected, each resource's utilization target is used with the allocation percentages to calculate the resource's allocation status. For more information, see Allocation Thresholds Including the Utilization Target.