Bottom-Up Planning comprises a set of pages, objects and settings that allow you to build out project plans from the project task level through resource requests to eventual assignments. You can adjust the following settings and validation rules to customize the process to suit your approach.
Configuration Options Affecting Bottom-Up Planning
|
Configuration Group |
Configuration Option |
Description |
|---|---|---|
| Resource Requests | allow-to-assign-a-resource-with-different-role | allow-to-assign-a-resource-with-different-role |
| auto-update-pta-with-assigned-resource | auto-update-pta-with-assigned-resource | |
| auto-update-pta-with-held-resource | auto-update-pta-with-held-resource | |
| auto-update-rr-with-assigned-resource |
auto-update-rr-with-assigned-resource | |
| create_RR_only_where_all_info_available_on_PTA | create_RR_only_where_all_info_available_on_PTA | |
| create-rr-if-pta-not-having-resource-when-create-assignment | create-rr-if-pta-not-having-resource-when-create-assignment | |
| ignore-pta-not-having-resource-when-create-assignment | ignore-pta-not-having-resource-when-create-assignment | |
| default-resource-role | default-resource-role | |
| pta_fieldset_to_split _resource_request | pta_fieldset_to_split _resource_request |
Validation Rules Affecting Bottom-Up Planning
| Parent Object | Validation Rule | Action | Rationale |
|---|---|---|---|
| Project Task Assignment | Resource_Or_External_Resource_Required | Deactivate | In a task-based approach to project planning, users may want to assign a role, rather than an internal or external resource A person or entity that is external to your Salesforce organization. You can use external resources when assigning external staff, such as contractors, to project tasks., to a project task. If enabled, this validation rule will prevent them from doing so. |
Link to Assignments
You can configure PSA to update source project task assignment records with the resource that you eventually assign to a task-driven resource request Describes a resource request that has been generated based on information on project tasks and their associated project task assignments. If you use a task-based approach to manage your projects, you can generate task-driven resource requests on the Generate Resource Requests From Project Task Assignments page (accessed from Project Task Gantt, Gantt or the Project detail record).. This ensures consistency between resources assigned to project tasks and resources assigned to regular assignments downstream. If you have assigned external resources A person or entity that is external to your Salesforce organization. You can use external resources when assigning external staff, such as contractors, to project tasks. to project tasks, using either Project Task Gantt, Gantt or the standard Salesforce interface, they are automatically removed when you come to assign a resource to a task-driven resource request. For more information, see auto-update-pta-with-assigned-resource.
Permissions Required for Bottom-Up Planning
Grant users the Resource Request Entry permission control and edit access for the relevant fields to allow them to generate resource requests based on project tasks. For more information, see Permission Control Fields.