Work Planner Lightning Component Properties

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.

This property has been renamed and re-purposed.

For more information, see the property Record Details Tasks Custom 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

In the Allocation view, click Load More to display assignments and resource requests grouped by project, resource or RPG incrementally until the maximum results returned limit is reached. This button is not visible in the Scheduler view.

For information regarding different scenarios when the maximum results limit has been reached, see Setting up Work Planners.

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.

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

The field set containing the custom fields that are displayed in the Shortlisted Resources 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: Resource Name, Resource Role, and Shortlist Status.

The field set containing the custom fields that are displayed in the Project Tasks section of the Resource Request and Assignment tabs 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 Task Name, Start Date, and End Date fields are displayed by default.

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.

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.

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

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.

In the Line Manager Work Planner: If selected, line managers can only view their own records and the records of their direct reports.

In the Resource Work Planner: If selected, enables a resource to view only their records.

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

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

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

Enables you to select the schedule to use when changing the start or end dates of assignments and resource requests in the Allocation view. There are the following options:

• Weekday Schedule: Uses the assignment's or resource request's weekday pattern and the resource's work calendar to calculate the changes to the hours and duration:

  • Earlier start date: The end date is unchanged. The duration and hours are increased.
  • Later start date: The end date is unchanged. The duration and hours are reduced.
  • Earlier end date: The start date is unchanged. The duration and hours are reduced.
  • Later end date: The start date is unchanged. The duration and hours are increased.

• Schedule Using Start Date: Uses the duration and pattern of the assignment's or resource request's schedule relevant to the start date to calculate the changes to the hours and duration:

  • Earlier start date: The end date is moved by the same amount. The duration and hours are unchanged.
  • Later start date: The end date is moved by the same amount. The duration and hours are unchanged.
  • Earlier end date: The start date is unchanged. The duration and hours are reduced.
  • Later end date: The start date is unchanged. Values of zero hours are added to the extra days. The resource manager can add hours, if needed.

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.