Resourcing Lightning Component Properties

This table lists the fields available in the Properties panel of the Lightning App Builder for the PSA Resourcing component.

PSA Resourcing Lightning Component Properties in the Lightning App Builder
Field Description Default Value
Default View

The view that you want to open when you access the page.

You can switch between different views:

  • Allocation
  • Scheduler
  • Attributes

For more information, see Switching Views.

 Attributes
Component Height The component height in pixels. You can enter a value from 100 to 10,000. 400
Number of Matched Resources to Show The maximum number of resources to show on the page. You can add a value between 1 - 200. 50
Attributes Column Field Set

The field set containing the custom columns to display in the Resourcing component. --None-- selects a default set of fields.

This setting enables you to determine different columns for each instance of the Resourcing 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.

Note:

Column width adjustments are not maintained between user sessions or when you reload the Resource Request page.

 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
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
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.

Note:

We recommend that you do not add any Salesforce fields to the field set where their value is automatically generated. For example, Created By, or Created Date.

 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
View Details Field Set for Assignments

The field set containing the custom fields that are displayed when viewing the details of 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
View Details Field Set for Resource Requests

The field set containing the custom fields that are displayed when viewing the details of 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.

Note:

Time, DateTime, Text (Encrypted), and custom related fields are not supported in the Manage Shortlist window.

 None
DEPRECATED: Exclude Shortlist Statuses This property is obsolete. It has been replaced by the Exclude Shortlist Statuses field in the Planners - Resource custom setting. N/A
Hide Other Shortlists Section

If selected, and the user has the relevant permissions assigned for shortlists:

  • The Other Shortlists section is hidden for resources in the Allocation view, when grouped by resource.
  • The Exclude Other Shortlists checkbox is hidden in the Filters panel.

If you deselect this property, the section and checkbox are shown.

 Deselected
Default Add Skills View The default view for adding skills or certifications. Add from Hierarchy

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 Resourcing component.

PSA Resourcing Lightning Component Properties for the Match Settings Panel
Field Description Default Value
Enable Match Settings Allows you to change the values in the Match Settings. Selected
Include Recommended Resources Default If selected, the Include Recommended Resources field defaults to True. Selected

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 Resourcing component.

PSA Resourcing Lightning Component Properties for the Filter Panel
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.

Notes:

  • Only the following field types are supported:

    • Checkbox
    • Currency
    • Date
    • Formula
    • Geolocation
    • Lookup Relationship
    • Number
    • Percent
    • Picklist
    • Text
  • On the row of a resource, the cell value is bolded and Match is displayed when they match any of the custom filter fields of the following types: Checkbox, Lookup Relationship, Picklist, and Text. Formula fields are also supported when they return one of these types. Other custom field types supported by this property will not display a match indicator.
Tip:

Map fields from Resource Request to Contact to automatically populate the values of the Filters panel fields. For more information, see Resourcing Match Mappings.

 None
Show Skills Filter If selected, the Skills filter section 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
Default Role Filter Value The default value for the Resource Role filter 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 Region Filter If selected, the Region field is displayed. Selected
Default Role Filter Value The default value for the Region filter field. If "Value from record" is selected, the region from the resource request record is used as the default value. Value from record
Show Practice Filter If selected, the Practice field is displayed. Selected
Default Practice Filter Value The default value for the Practice filter field. If "Value from record" is selected, the practice from the resource request record is used as the default value. Value from record
Show Group Filter If selected, the Group field is displayed. Selected
Default Group Filter Value The default value for the Group filter field. If "Value from record" is selected, the group from the resource request record is used as the default value. Value from record
Show Worked With Customer Filter If selected, the Worked With Customer filters are displayed. Selected
Default Worked with Customer Filter Value The default value for the Work with Customer filter field. If "Value from record" is selected, the value from the resource request record is used as the default value. Value from record
Show Minimum Availability Filter If selected, the Minimum Availability (%) field is displayed. Selected
Minimum Availability Default Value (%) The default value for the Minimum Availability (%) field. None
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
Maximum Distance The maximum limit of the distance between the location of the resource and the resource request site. 0
Distance Unit The unit of distance. Kilometers (km)

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 Resourcing component.

PSA Resourcing Lightning Component Properties for the Resource Details Panel
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