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Resource Planner and Project Planner Fields

This section describes the fields and buttons that appear on the Resource Planner and Project Planner.

Resource Planner and Project Planner Fields

Field	Description
Included dates	Defines the start and end dates of the time span over which assignments and resource requests are displayed. An assignment or resource request will display on the timeline, in its entirety, even if part of its duration falls outside of the time span that you define. Clear the dates to view all assignments. You can enter a different date range for a planner and refresh the display by clicking Apply adjacent to the date fields.
Search	Filters the list of projects, resources, assignments and resource requests by the search terms entered.

Field

Description

Included dates

Defines the start and end dates of the time span over which assignments and resource requests are displayed. An assignment or resource request will display on the timeline, in its entirety, even if part of its duration falls outside of the time span that you define. Clear the dates to view all assignments.

You can enter a different date range for a planner and refresh the display by clicking Apply adjacent to the date fields.

Search

Filters the list of projects, resources, assignments and resource requests by the search terms entered.

Resource Planner and Project Planner Icons

Button	Icon	Description
Apply		Applies the changes that you have made to the included date range for the display. This makes it easier to refresh the display relative to the date range.
Apply Filters and Reload		Filters the list of projects or resources on the attributes specified in the edit assignments panel.
Apply Range and Reload		Applies the new date range and reloads projects or resources from your organization onto the projects or resources pane; any unsaved changes are lost.
Clone Assignment		Opens the Clone assignment page in which you select the resource to be assigned.
Collapse		Collapses the list of projects or resources to hide all assignments and resource requests in view.
Color Legend		Opens the color legend, which shows the categories, such as PTO, Billable, and so on that are assigned to the colors in the planner.
Create Assignment		Opens the Create Assignment page in which you enter the details of an assignment for the selected resource or project.
Custom Preferences		Opens the custom preferences page. For more information, see Resource and Project Planners Custom Preferences.
Expand		Expands the list of projects or resources to show all assignments and resource requests in view.
Fit		Selects `Month` on the Zoom slider and centers today's date on the timeline.
Help		Opens the most relevant help topic for the current page.
Hide or Show Resource Requests		Controls whether or not resource requests are visible on the timeline and the list of projects or resources.
Hide Or Show Start and End Date Indicators		Project Planner only. Controls when project start and end date indicators are visible on the timeline for a list of projects.
Pin Projects or Resources		Pins the selected item in position, regardless of any text you enter in the `Search` box.
Project Start and End Date Indicator		Indicator for the start and end date of a project.
Reload		Reloads projects or resources from your organization onto the projects or resources pane; any unsaved changes are lost.
Return		Exits without saving any changes.
Save		Applies the changes that you have made on the Resource Planner or Project Planner interface to the affected native Salesforce objects (for example, assignment and assignment schedule records). The icon is unavailable until you make a change—by dragging an assignment bar to change its duration, for instance—that impacts on the native objects in your organization.
Split Assignment		Opens the Split assignment page in which you enter the start date of the split, and select the resource to be assigned from that date.
Swap Resource		Opens the Swap resource page in which you select the resources to swap for the selected assignment.
Today		Brings the current day into view on the timeline.
Toggle Full Screen		Expands the interface to fit your entire screen area, hiding the apps and tabs menus. Click again to restore. Note: This functionality is not available if you are using Lightning.
Unpin Projects or Resources		Unpins the selected item.
Unsaved Changes		Indicates that an entry has unsaved changes.
View Detail		Opens the detail page of the selected project, assignment, or resource request in a new tab.
Zoom		Changes the granularity of the timeline between day, week, month and quarter. The scheduled hours and color of the assignment bars update when you change the zoom level.

Timeline

You can review the allocation level of a resource using color coding:

Bar Color	Status	Description
	Resource is under allocated	Total hours for all assignments and held resource requests are currently zero or lower than the resource's work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group. hours or the threshold defined in the Lower Summary Bar Threshold Limit preference.
	Resource is correctly allocated	Total hours for all assignments and held resource requests currently match the resource's work calendar hours or are within the thresholds defined in the Lower Summary Bar Threshold Limit and Upper Summary Bar Threshold Limit preferences.
	Resource is over allocated	Total hours for all assignments and held resource requests currently exceed the resource's work calendar hours or the threshold defined in the Upper Summary Bar Threshold Limit preference.
		Indicates non-working days, such as weekends, public holidays federal holidays, and so on for which the resource has zero assigned hours. These are derived from the resource's work calendar.
		Gray assignment bars show the contributing daily, weekly, monthly or quarterly hours for the assignment.

Timeline Icons

Icon	Description
	Indicates today's date on the timeline.
	In 'Week' view, the palm tree icon indicates one or more holidays within the week for an assignment. Holidays are determined from the resource's work calendar. The icon is also displayed for holidays on non-working days, such as Easter Sunday.
	Indicates an individual assignment.
	Indicates a team schedule assignment.
	Indicates a resource request.

Filters Panel

Project Planner Filters

This table shows the filters controlled by the Project Planner Enabled Filters field set to view projects in the Project Planner.

Filter Field	Description
Account	The value of the `Account` field on the Project object.
Active	The value of the `Active` checkbox on the Project object.
Allow Expenses Without Assignment	The value of the `Allow Expenses Without Assignment` checkbox on the Project object.
Allow Self-Staffing	The value of the `Allow Self-Staffing` checkbox on the Project object.
Allow Timecards Without Assignment	The value of the `Allow Timecards Without Assignment` checkbox on the Project object.
Billable	The value of the `Billable` checkbox on the Project object.
Billing Type	The value of the `Billing Type` fields on the Project object.
Closed for Expense Entry	The value of the `Closed for Expense Entry` checkbox on the Project object.
Closed for Time Entry	The value of the `Closed for Time Entry` checkbox on the Project object.
End Date	The value of the `End Date` field on the Project object.
Exclude From Backlog	The value of the `Exclude From Backlog` checkbox on the Project object.
Exclude From Billing	The value of the `Exclude From Billing` checkbox on the Project object.
Group	The value of the `Group` field on the Project object.
Hierarchy Depth	The value of the `Hierarchy Depth` field on the Project object.
Location	The value of the `Location` field on the Project object.
Master Project	The value of the `Master Project` field on the Project object.
Parent Project	The value of the `Parent Project` field on the Project object.
Planned Hours	The value of the `Planned Hours` field on the Project object.
Practice	The value of the `Practice` field on the Project object.
Project Manager	The value of the `Project Manager` field on the Project object.
Project Name	The value of the `Project Name` field on the Project object.
Project Status	The value of the `Project Status` field on the Project object.
Project Type	The value of the `Project Type` field on the Project object.
Region	The value of the `Region` field on the Project object.
Stage	The value of the `Stage` field on the Project object.
Start Date	The value of the `Start Date` field on the Project object.
Template	The value of the `Template` checkbox on the Project object.
Time Credited	The value of the `Time Credited` checkbox on the Project object.
Time Excluded	The value of the `Time Excluded` checkbox on the Project object.

Resource Planner Filters

This table shows the filters controlled by the Resource Planner Enabled Filters field set to view resources in the Resource Planner.

Note:

The Skill/Certification Name filter and the Availability filter are always available and cannot be removed.

Filter Field	Description
Is Resource Active	The value of the `Is Resource Active` checkbox on the Contact object.
Account ID	The value of the `Account Name` field on the Contact object.
Allow Timecards Without Assignment	The value of the `Allow Timecards Without Assignments` checkbox on the Contact object.
Availability	The value of the resource's availability, in hours or as a percentage, based on utilization calculations. If there are no utilization calculations for a specific resource, the resource is included in results. This filter requires Utilization Engine enabled in your organization.
Birthdate	The value of the `Birthdate` field on the Contact object.
Department	The value of the `Department` field on the Contact object.
Email	The value of the `Email` field on the Contact object.
Exclude From Missing Timecards	The value of the `Exclude From Missing Timecards` checkbox on the Contact object.
Exclude From Time Calculations	The value of the `Exclude From Time Calculations` checkbox on the Contact object.
External Resource	The value of the `External Resource` checkbox on the Contact object.
Full Name	The value of the `Name` field on the Contact object. Note: If the `Name` field is encrypted, this filter is not available unless you access Resource Planner from the Resource record. If you access Resource Planner from the Resource record, the Full Name is available with the idequals condition applied.
Group	The value of `Group` field on the Contact object.
Historical Utilization	The value of the `Historical Utilization` field on the Contact object. See Resource Utilization.
Historical Utilization Target	The value of the `Historical Utilization Target` field on the Contact object. See Resource Utilization.
Historical Utilization Target Attainment	The value of the `Historical Utilization Target Attainment` field on the Contact object. See Resource Utilization.
Is Resource Active	The value of the `Is Resource Active` checkbox on the Contact object.
Last Date	The value of the `Last Date` field on the Contact object.
Mailing City	The value of the `Mailing City` field on the Contact object.
Mailing Country	The value of the `Mailing Country` field on the Contact object.
Mailing State/Province	The value of the `Mailing State/Province` field on the Contact object.
Practice	The value of the `Practice` field on the Contact object.
Region	The value of the `Region` field on the Contact object.
Reports To ID	The value of the `Reports To` field on the Contact object.
Resource Role	The value of the `Resource Role` field on the Contact object.
Salesforce User	The value of the `Salesforce User` field on the Contact object.
Scheduled Utilization	The value of the `Scheduled Utilization` field on the Contact object. See Resource Utilization.
Scheduled Utilization Target	The value of the `Scheduled Utilization Target` field on the Contact object. See Resource Utilization.
Scheduled Utilization Target Attainment	The value of the `Scheduled Utilization Target Attainment` field on the Contact object. See Resource Utilization.
Skill/Certification Name	The value of any skills or certifications that have been applied to the resources loaded in the Resource Planner. You can search for a skill or certification and select a rating.
Start Date	The value of the `Start Date` field on the Contact object.
Title	The value of the `Title` field on the Contact object.
Utilization	The value of the `Utilization` field on the Contact object. See Resource Utilization.
Work Calendar	The Work Calendar assigned to the Resource.

Filters Panel Buttons

Button	Description
	Filters the list of projects or resources on the attributes specified in the Filters panel.
	Opens and closes the Filters panel and indicates the number of filter components currently applied.

Edit Assignments Panel

Edit Assignments Panel Fields

Field	Description
Apply Pattern Between	The date range for which to apply the schedule exception defined by `Schedule Pattern`.
Date	The date that the Daily Note is entered for.
Note	The content of the Daily Note.
Schedule Pattern	The standard schedule pattern for the selected assignment.
Set End	Changes the end date of all the assignments and resource requests displayed on the Edit Assignments panel.
Set Start	Changes the start date of all the assignments and resource requests displayed on the Edit Assignments panel.
Two-Week Period:	The first day of the visible fortnight period.

Edit Assignments Panel Icons

Icon	Description
Apply Changes to Assignment	Applies the schedule exception to the edit assignments panel and the timeline.
	Adds a new Daily Note.
	Deletes an existing Daily Note.

Related Concepts

Resource Planner and Project Planner Overview

At a Glance: Project Planner

At a Glance: Resource Planner

Edit Assignments Panel Overview

Filters Panel Overview

Rapid Edit Overview

Working with the Edit Assignments Panel

Working with the Timeline

Working With Assignments

Customizing Planner Colors

Accessing the Planners

Managing Filter Sets

Customizing Columns And Filters

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