Setting up the Project Manager Work Planner Lightning Component
The Project Manager Work Planner enables users to easily plan project work by viewing assignments and resource requests grouped by project or by resource, and quickly viewing a resource's details and scheduled work.
The PSA Project Manager Work Planner Lightning component is included in the Project Management workspace and you can add it to any Lightning app page or Lightning home page.
You can assign the following permission sets to users as required:
- PSA - View Work Planner for users who only need to view the Project Manager Work Planner. If a user has this permission set, View Only is displayed on the Project Manager Work Planner.
- PSA - Edit Work Planner for users who need to update assignments, resource requests, and scheduled hours.
For more information on permission sets, see Permission Sets and Other Technical Documentation and click Permissions.
For information on how to configure the component, see PSA Lightning Components and Project Manager Work Planner Lightning Component Properties.