Planner Settings

You can use the settings in these configuration groups to manage behavior of the Project and Resource Planner:

Planner - General

Field	Description
add-holidays-on-assignment-adjust	Indicates whether holiday schedule exceptions are added when adjusting an assignment from the Gantt chart.
collect-debug-output	Indicates whether PSA collects debug output.
filter-assignments-default	Indicates the default value for the filtering of assignments.
use-parents-label	Indicates whether the planner uses the parent object's label. For instance, when this option is enabled, the pse__Opportunity_Owner__r.Name field displays the label Opportunity Owner instead of Opportunity Owner.Full Name.

Project/Resource Planner – General

These settings are in the Project Planner – General and Resource Planner – General configuration groups.

Field	Description
allow-current-week-exceptions	Indicates whether schedule exceptions are allowed for the current week.
assignment-load-future-days	Number of days into the future to load assignments. For instance, a value of 30 loads assignments that start or end within 30 days of today.
assignment-load-past-days	Number of days in the past to load assignments. For instance, a value of 30 loads assignments that start or end within 30 days of today.
assignment-sort-field	Field on which to sort assignments on.
assignment-tooltip-fields	API names of the fields to use as tooltips on assignments. You must specify the namespace where applicable.
default-calendar-id	ID of the work calendar to use if a resource does not have one set.
display-group-search-field	Indicates whether the group search field is to be displayed.
display-hours-decimal-precision-cutoff	Number of hours below which, values are shown to the right of the decimal point. For instance, when the value is 10 any hour value between 0.00 and 9.99 is shown with two decimal places and any value greater than 10 is shown with no decimal point.
display-practice-search-field	Indicates whether the practice search field is to be displayed.
display-region-search-field	Indicates whether the region search field is to be displayed.
prohibit-past-schedule-dates	Indicates whether schedule exceptions can be created in the past.
query-in-clause-size	The max number of records to place in the SOQL query IN clause.
record-limit	Number of records to load initially.
resource-request-tooltip-fields	API names of the fields to use as tooltips on resource requests. You must specify the namespace where applicable.
retrieve-more-limit	Number of additional records to load when a user clicks Retrieve More.
search-field-mapping	The searchable fields mapped to a search plugin.
show-resource-requests-default	Indicates the default value of the Show Resource Requests checkbox on the Options popup on the Resource and Project planners.
visible-future-days	Initial number of days from today to display in the planner.

Project Planner - General

These settings are only contained within the Project Planner - General configuration group.

Field	Description
grid-sort	Field used to carry out an initial sort on the grid.
grid-tooltip-fields	API names of the fields to use as tooltips on projects. You must specify the namespace where applicable.

Resource Planner – General

These settings are only contained within the Resource Planner - General configuration group.

Field	Description
default-dimension-load-children	Indicates whether assignments from children are loaded when the default region/practice/group is used.
use-utilization-target	Indicates whether the Utilization Target field on a resource's contact record is used to determine the coloring for that resource on the Resource Planner.

Project/Resource Planner – Region/Practice/Group

These settings are contained within the Project/Resource Planner - Region/Practice/Group configuration groups.

Field	Description
grid-fields	Project fields to display in the project grid for the region, practice or group view in the project planner.
referenced-objects	Fully-qualified object names for any objects referenced in the configuration values.

Resource Planner - Region/Practice/Group

These settings are only contained within the Resource Planner - Region/Practice/Group configuration groups.

Field	Description
additional-record-criteria	Additional criteria to add to a where clause for resource retrieval.
grid-fields	Project fields to display in the project grid for the region, practice or group view in the project planner.
grid-sort	Field to use to carry out an initial sort of the grid.
grid-tooltip-fields	Fields to use as the tooltips for the resources in the grid. Fully-qualified (with namespace if applicable). Case-sensitive field names are required.
referenced-objects	Fully-qualified object names for any objects referenced in the configuration values.

Related Information

Managing Settings

Configuration Groups, Options and Values