Task-Based Resourcing Settings

You can control the elements of the Create Resource Requests from Project Tasks and Create Held Resource Requests from Project Tasks windows using the following fields in the Task-Based Resourcing custom setting.

Field

 

 Description

Default

Resource Request Columns

  

The Resource Request field set that defines the read-only columns in the Create Resource Requests from Project Tasks and Create Held Resource Requests from Project Tasks windows.

Unsupported field types are: ID, Geolocation, Text (Encrypted), Time, Formulas, Auto Number, Roll-Up, Picklist (Multi-Select), and Summary. Text Area field types are supported but do not support line breaks.

 N/A
Resource Request Editable Columns  

The Resource Request field set that defines the editable columns in the Create Resource Requests from Project Tasks and Create Held Resource Requests from Project Tasks windows.

Unsupported field types are: ID, Geolocation, Text (Encrypted), Time, Formulas, Auto Number, Roll-Up, Picklist (Multi-Select), and Summary. Text Area field types are supported but do not support line breaks.

Note:

For filtered lookups to another object or dependent picklists, although you can add the fields to a field set, they do not show the filtering behavior or dependency.

 N/A

Resource Request Groupings

   The Project Task Assignment field set that defines available fields for grouping project task assignments in resource requests.

Add the API name of the field set that contains the fields that you want to display in the Grouping Criteria list.

If you add an empty field set, only the option of Resource Role is displayed.

If you do not add a field set, the options of Resource Role, Resource, External Resource, and Milestone are displayed.

 N/A
Held Resource Request Groupings   The Project Task Assignment field set that defines available fields for grouping project task assignments in held resource requests.

Add the API name of the field set that contains the fields that you want to display in the Grouping Criteria list.

If you add an empty field set, the options of Resource and Resource Role are displayed.

If you do not add a field set, the options of Resource Role, Resource, External Resource, and Milestone are displayed.

 N/A
Show Estimated Amount Column   If true, the Estimated Amount column is shown in the Create Resource Requests from Project Tasks and Create Held Resource Requests from Project Tasks windows. False
Show Estimated Cost Column   If true, the Estimated Cost column is shown in the Create Resource Requests from Project Tasks and Create Held Resource Requests from Project Tasks windows. False

For more information about using custom settings and field sets, see the Salesforce Help.