| Adjust_Hours_Strategy_Respects_Holidays__c |
Adjust Hours Strategy Respects Holidays |
Pre-Spring 2018 |
If it is true, then Schedules created by "Adjust Hours Per Day" will respect holidays and create exceptions for them and adjust hours by spreading hours across other days.
|
Checkbox |
false |
| Allow_Resource_Currency_on_Assignment__c |
Allow Resource Currency Code on Assn |
Pre-Spring 2018 |
If selected, the cost rate currency code on an assignment is set to use the resource currency code.
|
Checkbox |
false |
| AssigRes_IsResource_Active_Lookup_FIlter__c |
AssigRes IsResource Active Lookup FIlter |
Pre-Spring 2018 |
|
Checkbox |
false |
| AssigRes_Is_Resource_Lookup_Filter__c |
AssigRes Is Resource Lookup Filter |
Pre-Spring 2018 |
|
Checkbox |
false |
| Assign_Multi_Resources_Columns_Field_Set__c |
Assign Multiple Resources Columns |
Spring 2023 |
Defines the columns that display in the Assign Multiple Resources to Project window.
|
Text(50) |
|
| Assign_Resource_Custom_Lookup_Columns__c |
Assign Resource Custom Lookup Columns |
Pre-Spring 2018 |
|
Text(255) |
'Name,Account.Name,Is_Resource__c,Is_Resource_Active__c,Resource_Role__c' |
| Assign_Resource_Custom_Lookup__c |
Assign Resource Custom Lookup |
Pre-Spring 2018 |
|
Checkbox |
false |
| Assign_Resource_Milestone_Lookup_Columns__c |
Assign Resource Milestone Lookup Columns |
Pre-Spring 2018 |
Field to hold the comma separated list field api names that will displayed as column in milestone lookup popup.
|
Text(255) |
"Name" |
| Assign_Resource_Milestone_Lookup__c |
Assign Resource Milestone Lookup |
Pre-Spring 2018 |
Field to control display of custom milestone lookup on UI
|
Checkbox |
false |
| Assign_Resource_Milestone_Required__c |
Assign Resource Milestone Required |
Pre-Spring 2018 |
Field to mark custom milestone as required or not. If true, it is will be required and else not.
|
Checkbox |
false |
| Assignment_Name_Project_Name_Max_Length__c |
Assignment Name Project Name Max Length |
Pre-Spring 2018 |
Configuration of Max-Length of Project Name in auto generated Assignment Name.
|
Number(2,0) |
38 |
| Assignment_Name_Resource_Name_Max_Length__c |
Assignment Name Resource Name Max Length |
Pre-Spring 2018 |
Configuration of Max-Length of Resource Name in auto generated Assignment Name.
|
Number(2,0) |
38 |
| Auto_Assign_Allow_Non_Exact_Matching__c |
Auto-Assign: Allow Non-Exact Matching |
Summer 2022 |
Allows auto-assign to create assignments that may include non-exact resource matches.
|
Checkbox |
false |
| Auto_Share_with_New_Resource__c |
Auto Share with New Resource |
Pre-Spring 2018 |
Defines whether to share an assignment and schedule with the resource's Salesforce user on creation or when the resource is changed. You can set the value to Read or Edit to define the level of sharing. If no value is set, no action is taken.
|
Text(5) |
|
| Default_Scheduling_Strategy__c |
Default Scheduling Strategy |
Fall 2021 |
Indicates the default scheduling strategy displayed in the Assign Resource to Project window. Valid values are: Adjust Hours Per Day Calculate End Date, Level Schedule Calculate End Date, Ignore Availability Custom Percent Allocation Zero Hour Schedule
|
Text(60) |
|
| Delete_Share_from_Old_Resource__c |
Delete Share from Old Resource |
Pre-Spring 2018 |
Defines whether the existing share of the assignment and schedule with the resource's Salesforce user is deleted when the resource on the assignment is changed.
|
Checkbox |
false |
| Disable_Bill_Rate_Null_Check_in_Trigger__c |
Disable Bill Rate Null Check in Trigger |
Pre-Spring 2018 |
When selected, PSA does not check that bill rates have been applied.
|
Checkbox |
true |
| Disable_RPG_Role_Defaulting__c |
Disable RPG and Role Filter Defaults |
Fall 2019 |
Disables the default values for the Region, Practice, Group, and Role filters on the Assign Resource page.
|
Checkbox |
false |
| Display_Planned_Bill_Rate__c |
Display Planned Bill Rate |
Pre-Spring 2018 |
|
Checkbox |
false |
| Edit_Schedule_Default_Strategy__c |
Edit Schedule Default Strategy |
Pre-Spring 2018 |
The default scheduling strategy for the Edit Assignment Schedule page. Possible values are "level", "ignore", "day" and ''PercentAllocation" for "Calculate End Date, Level Schedule", "Calculate End Date, Ignore Availability", "Adjust Hours Per Day" and "Percent Allocation" respectively
|
Text(255) |
'ignore' |
| Hide_Adjust_Hours_Scheduling_Strategy__c |
Hide Adjust Hours Scheduling Strategy |
Pre-Spring 2018 |
Indicates whether the Adjust Hours Per Day scheduling strategy is hidden on the Assign Resource to Project, Edit Assignment Schedule and Staffer Worksheet pages.
|
Checkbox |
false |
| Hide_Custom_Scheduling_Strategy__c |
Hide Custom Scheduling Strategy |
Pre-Spring 2018 |
Indicates whether the Custom Scheduling Strategy is hidden on the Assign Resource to Project and Staffer Worksheet pages.
|
Checkbox |
false |
| Hide_Ignore_Avail_Scheduling_Strategy__c |
Hide Ignore Avail Scheduling Strategy |
Pre-Spring 2018 |
Indicates whether the Calculate End Date Ignore Availability scheduling strategy is hidden on the Assign Resource to Project, Edit Assignment Schedule and Staffer Worksheet pages.
|
Checkbox |
false |
| Hide_Level_Schedule_Scheduling_Strategy__c |
Hide Level Schedule Scheduling Strategy |
Pre-Spring 2018 |
Indicates whether the Calculate End Date Level Schedule scheduling strategy is hidden on the Assign Resource to Project, Edit Assignment Schedule and Staffer Worksheet pages.
|
Checkbox |
false |
| Hide_Percent_Alloc_Scheduling_Strategy__c |
Hide Percent Alloc Scheduling Strategy |
Pre-Spring 2018 |
Indicates whether the Percent Allocation scheduling strategy is hidden on the Assign Resource to Project, Edit Assignment Schedule and Staffer Worksheet pages.
|
Checkbox |
false |
| Hide_Zero_Hour_Scheduling_Strategy__c |
Hide Zero Hour Scheduling Strategy |
Pre-Spring 2018 |
Indicates whether the Zero Hour Schedule scheduling strategy is hidden on the Assign Resource to Project and Staffer Worksheet pages.
|
Checkbox |
false |
| Link_Assignment_Header_Tooltip_Fields__c |
Link Assignment Header Tooltip Fields |
Pre-Spring 2018 |
Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Assignment to Milestones page.
|
TextArea |
"Assignment_Number__c,Project__r.Name,Resource__r.Name,Is_Billable__c,Start_Date__c,End_Date__c,Scheduled_Hours__c" |
| Link_Methodology_Header_Tooltip_Fields__c |
Link Methodology Header Tooltip Fields |
Pre-Spring 2018 |
Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Methodology to Assignments page.
|
TextArea |
"Name,project__r.name" |
| Link_Milestone_Header_Tooltip_Fields__c |
Link Milestone Header Tooltip Fields |
Pre-Spring 2018 |
Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Milestone to Assignments page.
|
TextArea |
"Name,Target_Date__c,Milestone_Amount__c" |
| Link_Phase_Header_Tooltip_Fields__c |
Link Phase Header Tooltip Fields |
Pre-Spring 2018 |
Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Phase to Assignments page.
|
TextArea |
"Name,project__r.name" |
| Mass_Assign_Milestone_Editable__c |
Mass Assign Milestone Editable |
Pre-Spring 2018 |
When true the Milestone field is shown in the quick update section and assignment detail section of the Mass Assign Resources to Project page. The field is also shown on the Mass Assign Projects to Resource page.
|
Checkbox |
false |
| Mass_Assign_Milestone_Required__c |
Mass Assign Milestone Required |
Pre-Spring 2018 |
When true the Milestone field must be completed for each assignment to be created on the Mass Assign Projects to Resource page and the Mass Assign Resources to Project page.
|
Checkbox |
false |
| Mass_Assign_Projects_Load_Limit__c |
Mass Assign Projects Load Limit |
Pre-Spring 2018 |
Controls how many projects are returned in the results when searching on the Mass Assign Projects To Resource page. Values higher than 2000 are not recommended due to risk of exceeding platform view state. Default value is 1000.
|
Number(5,0) |
1000 |
| Mass_Assignments_Default_Ignore_Holidays__c |
Mass Assignments Default Ignore Holidays |
Pre-Spring 2018 |
Determines whether the Mass Assignment Ignore Holidays checkbox is checked by default.
|
Checkbox |
true |
| Multi_Assign_Assignment_Fieldset_Name__c |
Multi Assign Assignment Fieldset Name |
Pre-Spring 2018 |
Allows users to create a custom fieldset on the Assignment object and write the fieldset's API name to this custom setting. Fields added to this fieldset are displayed as read-only fields on the Multi Assigned Assignment to Milestone UI.
|
Text(255) |
"LinkMilestoneAssignmentColumns" |
| Multi_Assign_Milestone_Fieldset_Name__c |
Multi Assign Milestone Fieldset Name |
Pre-Spring 2018 |
Allows users to create a custom fieldset on the Milestone object and write the fieldset's API name to this custom setting. Fields added to this fieldset are displayed as read-only fields on the Multi Assigned Assignment to Milestone UI.
|
Text(255) |
"LinkAssignmentMilestoneColumns" |
| Retain_Schedule_On_Assign__c |
Retain Schedule On Assign |
Spring 2021 |
When True, an existing schedule held on a resource request is reused for a subsequent assignment on that request rather than creating a new schedule for the assignment. The default value is False.
|
Checkbox |
false |
| Retain_schedule_exceptions_on_update__c |
Retain schedule exceptions on update |
Pre-Spring 2018 |
If deselected, when a schedule's date range is changed, schedule exceptions that are partly or wholly outside the schedule's date range are deleted. Note: This potentially alters part of the schedule that is still within range. If selected, when a schedule's date range is changed, schedule exceptions that are wholly outside the schedule's date range are deleted. Schedule exceptions that are partly outside the schedule's date range are shortened to fit within the new schedule date range.
|
Checkbox |
false |
| Role_Hidden__c |
Role Hidden |
Pre-Spring 2018 |
If set to true, the Role pick list field is hidden from the Assign Resource(s) to Project page. If set to false, existing behavior continues. It will work only when "Role Required on Creation" checkbox is set to false
|
Checkbox |
false |
| Role_Required_On_Creation__c |
Role Required On Creation |
Pre-Spring 2018 |
Default false/UN-checked, current behavior continues (role pick list optional). If checked will make the Role pick list required and add the usual vertical red stripe to the left side of the field to indicate that it is required.
|
Checkbox |
false |
| Timecard_Statuses__c |
Timecard Statuses |
Pre-Spring 2018 |
|
Text(255) |
'Submitted,Approved' |
| Update_Project_Monitor_Fields_Batch_Size__c |
Update Project Monitor Fields Batch Size |
Pre-Spring 2018 |
Determines the batch size to use when calculating Project Monitor fields.
|
Number(8,0) |
2000 |
| Update_Project_Monitor_Fields_Sync_Limit__c |
Update Project Monitor Fields Sync Limit |
Pre-Spring 2018 |
Defines the threshold number of assignments for immediately calculating Project Monitor fields. If the number of assignments exceeds the value of this setting, Project Monitor fields are calculated using a batch process.
|
Number(8,0) |
10000 |
| Use_Default_Cost_Rate_Clear_on_Assigning__c |
Use Default Cost Rate Clear on Assigning |
Pre-Spring 2018 |
Indicates whether the default value of the Use Default Cost Rate checkbox is unchecked on the Assign Resource to Project, Mass Assign Resources to Project and Mass Assign Projects To Resource pages.
|
Checkbox |
false |
| Use_Scheduled_Days__c |
Use Scheduled Days for Calculations |
Fall 2018 |
Use the value recorded in the Scheduled Days field on assignments for calculations on the Project Cost and Revenue Summary.
|
Checkbox |
false |
