Professional Services Automation Data Dictionary

Resource_Planner_Settings__c

Label: Planners - Resource

Settings that determine the behavior of the resource planner.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Add_Holidays_On_Assignment_Adjust__c Add Holidays On Assignment Adjust Pre-Spring 2018 Checkbox false
Assignment_AdditionalFields_Fieldset__c Assn Additional Fields Field Set Name Pre-Spring 2018 Text(90)
Assignment_Color_Field__c Assignment Color Field Summer 2018 Defines the API name of the field on an Assignment that controls the assignment color bars in Resource Planner.

Text(90)
Assignment_Ordering__c Assignment Ordering Pre-Spring 2018 Text(255) "name"
Assignment_Search_Fieldset_Name__c Assignment Search Fieldset Name Pre-Spring 2018 Text(90)
Assignment_Tooltip_Field_Set__c Assignment Tooltip Field Set Pre-Spring 2018 Text(90) "Assignment_Tooltip_Field_Set"
Availability_Percentage_Precision__c Availability Decimal Precision Spring 2018 The number of digits to show to the right of the decimal point when displaying an availability percentage value in the Availability column in Resource Planner. The value is an integer. The default is zero.

Number(2,0) 0
Columns_Field_Set__c Columns Field Set Pre-Spring 2018 Text(90) "Resource_Planner_Columns"
Default_Assignment_Future_Days__c Default Future Days to Show Assignments Pre-Spring 2018 Number(5,0) 270
Default_Assignment_Historical_Days__c Default Past Days to Show Assignments Pre-Spring 2018 Number(5,0) 7
Default_Resource_Image__c Default Resource Image Pre-Spring 2018 Url
Default_URR_End_Date_Buffer__c Add Included Dates After RR End Date Spring 2019 Determines the number of days to add to the included dates after the end date of the resource request in the Resource Request panel of the Resource Planner.

Number(18,0) 14
Default_URR_Start_Date_Buffer__c Add Included Dates Before RR Start Date Spring 2019 Determines the number of days to add to the included dates before the start date of the resource request in the Resource Request panel of the Resource Planner.

Number(18,0) 7
Filter_Fieldset_Name__c Resource Planner Filter Field Set Pre-Spring 2018 Text(90)
Hide_Cost_Rate__c Hide Cost Rate fields Fall 2018 Hides Cost Rate fields in the Create Assignment dialog for Resource Planner

Checkbox true
Hide_Inline_Dialog__c DEPRECATED: Hide Inline Edit Dialog Pre-Spring 2018 Checkbox false
Inherit_Proj_Date_For_Create_Assignment__c Inherit Dates For Create Assignment Summer 2018 If selected, the start and end dates in the Create Assignments dialog are auto-populated from the project start and end dates.

Checkbox false
Inherit_Role_For_Create_Assignment__c Inherit Role For Create Assignment Summer 2018 If selected, the resource role in the Create Assignments dialog is auto-populated from the Contacts record.

Checkbox false
Inline_Edit_Mode_THHC__c DEPRECATED: Hold total hours constant Pre-Spring 2018 Checkbox true
Override_Assignment_Name_Field__c Override Assignment Name Field Pre-Spring 2018 Text(255)
Override_Resource_Request_Name_Field__c Override Resource Request Name Field Pre-Spring 2018 Text(255)
Res_Request_Tooltip_Field_Set__c Resource Request Tooltip Field Set Pre-Spring 2018 Text(90) "Res_Request_Tooltip_Field_Set"
ResourceRequest_Search_Fieldset_Name__c Resource Request Search Fieldset Name Pre-Spring 2018 Text(90)
Resource_Request_Color_Field__c Resource Request Color Field Summer 2018 Defines the API name of the field on a Resource Request that controls the Resource Request color bars in Resource Planner.

Text(90)
Resource_Request_Ordering__c Resource Request Ordering Pre-Spring 2018 Text(255) "name"
Resource_Search_Fieldset_Name__c Search Fieldset Name Pre-Spring 2018 Text(90)
Resource_Tooltip_Field_Set__c Resource Tooltip Field Set Pre-Spring 2018 Text(90) "Resource_Tooltip_Field_Set"
Restrict_Creation_Past_Dates__c Restrict Creation Past Dates Pre-Spring 2018 If selected, you cannot create an assignment with start date in the past. The default value is deselected.

Checkbox false
Restrict_Editing_Past_Dates__c Restrict Editing Past Dates Pre-Spring 2018 If selected, you cannot edit Resource Planner assignment and schedule hours in the past. The default value is deselected.

Checkbox false
Restrict_Swapping_Past_Dates__c Restrict Swapping Past Dates Pre-Spring 2018 If selected, you cannot swap the resource on an assignment with a start date set in the past. The default value is deselected.

Checkbox false
Save_Column_Prefs__c Save Column Preferences Pre-Spring 2018 Checkbox true
Scheduling_Mode__c Respect Schedules Spring 2021 When True, schedules and schedule exceptions are respected when assignments or resource requests are dragged and dropped in the Resource Planner timeline. Non-working time is respected. The default value is False.

Text(255) "False"
Show_Availability_Column__c Show Availability Column Spring 2018 If selected, the Availability Column is visible on the Resource Planner. This setting is selected by default.

Checkbox true
Use_Beige__c Use Beige Summer 2018 Checkbox to use Beige for cells in Resource Planner. Default = False.

Checkbox false
Use_Light_Blue__c Use Light Blue Summer 2018 Checkbox to use Light Blue for cells in Resource Planner. Default = False.

Checkbox false
Use_Light_Green__c Use Light Green Summer 2018 Checkbox to use Light Green for cells in Resource Planner. Default = False.

Checkbox false
Use_Light_Red__c Use Light Red Summer 2018 Checkbox to use Light Red for cells in Resource Planner. Default = False.

Checkbox false
Use_Light_Yellow__c Use Light Yellow Summer 2018 Checkbox to use Light Yellow for cells in Resource Planner. Default = False.

Checkbox false
Use_Pink__c Use Pink Summer 2018 Checkbox to use Pink for cells in Resource Planner. Default = False.

Checkbox false
Use_Purple__c Use Purple Summer 2018 Checkbox to use Purple for cells in Resource Planner. Default = False.

Checkbox false
Use_Turquoise__c Use Turquoise Summer 2018 Checkbox to use Turquoise for cells in Resource Planner. Default = False.

Checkbox false
record_load_limit__c Record Load Limit Pre-Spring 2018 Number(5,0) 5
require_staffing_permission__c Edit Requires Staffing Permission Pre-Spring 2018 Checkbox false


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