Contact Field Sets

This table shows the field sets on the Contact object.

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 to the "Filter Options" section of the Mass Assign Resources to Project and Assign Resource pages.	Assign Resources to Project, Assign Resource	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 Planner Columns	Defines any additional columns that you want to show on the resources list of the new Resource Planner. Note: 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 and Project 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: 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
Languages
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

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 to the "Filter Options" section of the Mass Assign Resources to Project and Assign Resource pages.

Assign Resources to Project, Assign Resource

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

Group

Practice

Region

Role

Resource Planner Columns

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

Note: 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 and Project 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: 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

Birthdate

Actuals: Last Update Date

Current Time Period