Contact Field Sets

This table shows the field sets on the Contact object.

Contact Field Sets
Field Set Description Used on Page Default Fields
Assign Multiple Projects to Resource Filter Options Allows you to add filters to the "Filter Options" section of the Mass Assign Projects to Resource page. Mass Assign Projects to Resource None. You can add fields that exist on the Contact object.
Assign Multiple Projects to Resource Search Columns Allows you to define the columns that appear on the "Select Projects" table on the Mass Assign Projects to Resource page. Mass Assign Projects to Resource

End Date

Group

Name

Practice

Region

Start Date
Assign Multiple Resources to Project Filter Options Allows you to add filters for custom fields on the Contact object. Mass Assign Resources to Project None. You can add fields that exist on the Contact object.
Assign Multiple Resources to Project Search Columns Allows you to define the columns that appear on the "Select Resources" table on the Mass Assign Resources To Project page. Assign Resources to Project

Email

Group

Practice

Region

Role
Resource Agent Context Used by AI agents when reading resource records via agent data services. Defines the additional fields included in the agent context to assist with resource matching and assignment recommendations. A Certinia LLM provider processes fields added here. Ensure you do not include sensitive personal information or special category data.    
Resource Planner Columns

Defines any additional columns that you want to show on the resources list of the new Resource Planner.

Note:

You can control whether this field set is visible on the new Resource Planner using the Columns Field Set setting. For more information, see Resource, Project, and Work Planners Settings and Preferences.

 Resource Planner Billable
Resource Planner Enabled Filters Determines the available default fields to display as filters for all users in the Resource Planner. Resource Planner

External Resource

Full Name

Group

Is Resource Active

Practice

Region

Resource Role

Start Date
SearchResourcesFilterFields

Defines extra fields that can be selected as filter criteria when searching for resources. The following types of fields are supported:

  • DATE
  • DATETIME
  • CURRENCY
  • BOOLEAN
  • NUMBER
  • PERCENT
  • TEXT
  • TEXTAREA
  • PHONE
  • EMAIL
Note:

We recommend that you do not add read-only fields or read-only lookup fields to this field set. If the field set contains fields that belong to an unsupported type, no fields will be available in the Additional Filters section of the Search Resources page.

 Search Resources Account ID
Full Name
Last Name
Contact Currency
Contact Description
Mobile Phone
Business Fax
Asst Phone
Email
Birthdate
Actuals: Last Update Date
Current Time Period
Default Cost Rate
Default Cost Rate is Daily Rate
Latitude (PSA)
Mailing Country
Other Latitude
Owner ID
Region
Billable Hours (Internal)
Resource Role
Utilization Target
Work Calendar
SearchResourcesResultFields Defines extra resource fields to be added to the Result section of the Search Resources page. Search Resources Record Type ID > Sobject Type Name
Work Calendar > Last Modified By ID
Work Calendar > Created By ID
Work Calendar > Owner ID
Work Calendar > Record ID