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Resource Planner Columns |
Defines any additional columns that you want to show on the resources list of the new Resource Planner. |
Resource Planner |
Billable |
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Assign Multiple Projects to Resource Filter Options |
Allows you to add additional filters to the "Filter Options" section of the Mass Assign Projects to Resource page. |
Mass Assign Projects to Resource |
None. You can add additional fields that exist on the Contact object. |
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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 |
Name; Region; Practice; Group; Start Date; End Date. |
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Assign Multiple Resources to Project Filter Options |
Allows you to add additional filters to the "Filter Options" section of the Mass Assign Resources to Project page. |
Assign Resources to Project |
None. You can add additional fields that exist on the Contact object. |
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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 |
Region; Practice; Group; Email; Role. |
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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
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Search Resources |
Account ID |
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Full Name |
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Last Name |
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Contact Currency |
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Contact Description |
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Mobile Phone |
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Business Fax |
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Asst Phone |
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Email |
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Birthdate |
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Actuals: Last Update Date |
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Current Time Period |
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Default Cost Rate |
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Default Cost Rate is Daily Rate |
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Languages |
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Latitude (PSA) |
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Mailing Country |
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Other Latitude |
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Owner ID |
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Region |
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Billable Hours (Internal) |
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Resource Role |
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Utilization Target |
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Work Calendar |
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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 |
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Work Calendar > Last Modified By ID |
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Work Calendar > Created By ID |
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Work Calendar > Owner ID |
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Work Calendar > Record ID |