Work Planner Lightning Component Properties

This table lists the component properties available in the Lightning App Builder for the following Work Planner components:

  • PSA Line Manager Work Planner
  • PSA Project Manager Work Planner
  • PSA Resource Work Planner
  • PSA Work Planner
  • PSA Work Planner on a project record
  • PSA EC Work Planner (Experience Cloud sites only)

The PSA Work Planner component is available on the Work Planner Lightning app page provided by Certinia, or a custom Lightning page.

Note:

If you want to customize the Work Planner Lightning page by changing the Work Planner component properties, you will need to edit the Work Planner page. When you edit the page for the first time, Salesforce makes a copy of it in the background. This copy is what you edit in the Lightning App Builder.

For more information, see Setting up Work Planners.

Work Planner Component Properties Available
Field Description Default Value
Assignment Details Custom Fields Field Set

The field set containing the custom fields that are displayed in the Details section on the Assignment tab of the Record Details panel. For more information on the Record Details panel, see Viewing Record Details.

If None is selected or a selected field set does not contain any valid fields, the following fields are displayed by default: Resource, Project, Role, Start Date, and End Date.

For information on the field sets available, see Assignment Field Sets. For more information on creating and editing field sets, see the Salesforce Help.

 None
Assignment Details Tasks Custom Fields Field Set The field set containing the custom fields that are displayed in the Assignment Tasks section of the Assignment tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details.

If None is selected or a selected field set does not contain any valid fields, the start date and end date is displayed by default for the relevant tasks.

For information on the field sets available, see Project Task Field Sets and Project Task Assignment Field Sets. For more information on creating and editing field sets, see the Salesforce Help.
None
Create Resource Request Custom Fields Field Set

The field set containing the custom fields that are displayed in the Create Resource Request window.

 

If None is selected or a selected field set does not contain any valid fields, the default fields are displayed.

Note:

The Assignment field is not displayed in the Create Resource Request window, even if it is included in the field set.

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.


None
Clone Resource Request Custom Fields Field Set

The field set containing the custom fields that are displayed in the Clone Resource Request window.

 

If None is selected or a selected field set does not contain any valid fields, the default fields are displayed.

Note:

The Assignment field is not displayed in the Clone Resource Request window, even if it is included in the field set.

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.

None
Contact Card Custom Fields Field Set The field set containing the custom fields that are displayed in the Details section of the Resource tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details.

For information on the field sets available, see Contact Field Sets. For more information on creating and editing field sets, see the Salesforce Help. 		None
Contact Card Hover Details Field Set for Assignments

The field set containing the custom fields that are displayed when hovering over an assignment in the Record Details panel.

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.

For information on the field sets available, see Assignment Field Sets. For information on creating and editing field sets, see the Salesforce Help.

None
Contact Card Hover Details Field Set for Resource Requests

The field set containing the custom fields that are displayed when hovering over a resource request in the Record Details panel.

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.

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.

None
Contact Card Show Logged Hours If selected, logged hours are displayed in the Resource Schedule section of the Resource tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details. Deselected
Contact Card Show Resource Requests If selected, resource requests are displayed in the Resource Schedule section of the Resource tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details. Selected
Contact Card Show Scheduled Time in Hours If selected, a resource's scheduled time is displayed in hours in the Resource Schedule section of the Resource tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details. Deselected
Do Not Allow Schedule Date Updates

When selected, editing of the start and end dates of schedules is turned off in the Allocation and Scheduler views.

 Deselected
DEPRECATED: Hide Swap Resource & Split Assignment Action This property is obsolete. It has been replaced by the Hide Swap Resource Action on Assignment and Hide Split to New Assignment Action properties. Deselected
DEPRECATED: Hide Swap Resource & Split Resource Requests Action This property is obsolete. It has been replaced by the Hide Swap Resource Action on Resource Request and Hide Split to New Held Resource Request Action on Resource Request properties. Deselected
Enable Fill Handle If selected, values of multiple cells can be copied into other cells in the Allocation view. For more information, see Copying Schedule Values. Selected
End Date Offset (In Days)

The number of days from today to set the end date. Negative values indicate days earlier than today and positive values indicate days later than today.

Note: The end date offset must be greater than the start date offset, with a difference of at least seven days.

28

Note:

In the Record Work Planner, this field’s default value is 180.
Filter by Assignment Section Custom Fields Field Set

The field set containing the custom fields that are displayed in the Filter by Assignment section of the filter panel.

If the field set contains the Exclude from Planners field, this field is not displayed in this section of the filter panel.

Note: This field is not available in the Record Work Planner.

If None is selected or a selected field set does not contain any supported fields, a default set of fields is displayed: Assignment and Is Billable.

For information on the field sets available, see Assignment Field Sets. For information on creating and editing field sets, see the Salesforce Help.

None
Filter by Project Section Custom Fields Field Set

The field set containing the custom fields that are displayed in the Filter by Project section of the filter panel.

If the field set contains the Exclude from Planners field, this field is not displayed in this section of the filter panel.

Note: This field is not available in the Record Work Planner.

If None is selected or a selected field set does not contain any supported fields, the following fields are displayed by default: Project, Region, Practice, Group, and Is Billable.

For information on the field sets available, see Project Field Sets. For more information on creating and editing field sets, see the Salesforce Help.

 None
Filter by Resource Section Custom Fields Field Set

The field set containing the custom fields that are displayed in the Filter by Resource section of the filter panel.

If the field set contains the Exclude from Planners field, this field is not displayed in this section of the filter panel.

Note: This field is not available in the Record Work Planner.

If None is selected or a selected field set does not contain any supported fields, the following fields are displayed by default: Resource, Region, Practice, and Group.

Note:

The Edit Skill Filters option will always be available, even with the field set for custom fields selected.

For information on the field sets available, see Contact Field Sets. For more information on creating and editing field sets, see the Salesforce Help.

None
Filter by Resource Request Section Custom Fields Field Set

The field set containing the custom fields that are displayed in the Filter by Resource Request section of the filter panel.

If the field set contains the Exclude from Planners field, this field is not displayed in this section of the filter panel.

Note: This field is not available in the Record Work Planner.

If None is selected or a selected field set does not contain any supported fields, the following fields are displayed by default: Region, Practice, Group, and Opportunity.

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.

 None
Hide Clone Assignment Action

When selected, the Clone Assignment right-click action is hidden.

 Deselected
Hide Clone Resource Request Action

When selected, the Clone Resource Request right-click action is hidden.

 Deselected
Hide Create Assignment Button

When selected, the Create Assignment button is hidden.

 Deselected
Hide Create Resource Request Button

When selected, the Create Resource Request button is hidden.

 Deselected
Hide Split to New Assignment Action

When selected, the Split to New Assignment right-click action is hidden.

 Deselected
Hide Split to New Resource Request Action on Assignment

When selected, the Split to New Resource Request right-click action is hidden on Assignment.

 Deselected
Hide Split to New Held Resource Request Action on Resource Request

When selected, the Split to New Held Resource Request right-click action is hidden on Resource Request.

 Deselected
Hide Swap Resource Action on Assignment

When selected, the Swap Resource right-click action is hidden on Assignment.

 Deselected
Hide Swap Resource Action on Resource Request

When selected, the Swap Resource right-click action is hidden on Resource Request.

 Deselected
Maximum Results Returned

The maximum number of assignments, held resource requests, and unheld resource requests that are each returned in the Work Planner. If this field is left blank, the data loaded in the Work Planner is determined by the default value.

Note:

If the value entered is outside the range of 1-1000, an error message is displayed.

 1000
Pixel Height The component height in pixels. You can enter a value from 100 to 10,000. 500 pixels
Project Details Custom Fields Field Set

The field set contains the custom fields that are displayed in the Details section of the Project tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details.

If None is selected or the selected field set contains no valid fields, the following fields are displayed by default: Start Date, End Date, Region, Practice, Group, Account, Billable, and Project Manager.


For information on the field sets available, see Project Field Sets. For more information on creating and editing field sets, see the Salesforce Help.

 None
Project Custom Column Field Set

The field set containing fields that are displayed when grouping assignments or resource requests by project in the Allocation view of the Work Planner components.

If None is selected or a selected field set does not contain any valid fields, the following fields are displayed by default:

  • Resource
  • Total Hours
Note:

This field set does not display selected fields when you group assignments or resource requests by region, practice, or group in the Work Planner.

 None
Resource Request Details Custom Fields Field Set The field set containing the custom fields that are displayed in the Details section of the Resource Request tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details.

If None is selected or a selected field set does not contain any valid fields, the following fields are displayed by default: Project, Start Date, End Date, Opportunity, Resource Held, Resource Role, and Resource.

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.
None
Resource Custom Column Field Set

The field set containing fields that are displayed when grouping assignments or resource requests by resource in the Allocation view of the Work Planner components.

If None is selected or a selected field set does not contain any valid fields, the following fields are displayed by default:

  • Project
  • Availability
  • Total Hours
Note:

This field set does not display selected fields when you group assignments or resource requests by region, practice, or group in the Work Planner.

 None
Restrict Edit Schedules in Past Date

If selected, restricts the editing of schedules for assignments and resource requests when the date is in the past.

  • In the Allocation view, you are prevented from entering schedules for assignments and resource requests with a date in the past.
  • In the Scheduler view, you are prevented from selecting schedules when you drag the scheduler bar to a date in the past.
 Deselected
Smart Rescheduling

If selected, enables you to view the predicted hours variance percentage for your project, and view and apply suggested adjustments to the future hours of your project's resources to the Record Work Planner.

Notes:

Smart Rescheduling is only available in the Record Work Planner.

 Deselected
Start Date Offset (In Days)

The number of days from today to set the start date. Negative values indicate days earlier than today and positive values indicate days later than today.

Note:

The start date offset must be less than the end date offset, with a difference of at least seven days.

 -7