Project Manager Work Planner Lightning Component Buttons and Fields

Project Manager Work Planner Buttons

Button Description Default
Reload button Reloads the Project Manager Work Planner. This is useful if, for example, assignments or resource requests are created after you loaded the page, or if you have made a change in a different tab. If you have not yet saved changes you have made, this button enables you to return to the last saved state. —
Button to change to Scheduler view or Button to change to Grid view Displays the following views:
  • Scheduler: Shows assignments and resource requests grouped either by project or by resource over time.
  • Grid: Lists the resource requests and assignments within the same date range, grouped by project or resource. Shows the number of hours a resource is scheduled to work each day on the corresponding assignments or resource requests and indicates if a resource is over-allocated.
 Scheduler
View details of the selected resource Opens the contact card for the selected resource. Alternatively, you can double-click a resource. For more information, see Contact Card Lightning Component Overview. —
Filter button Filters the display. Click to open and close the Filters panel. Selected filters are retained if you use the same browser on the same device.

The panel defaults to the following:

  • Any projects where the current user is set as the project manager
  • Any projects the current user is assigned to

  • Any projects where the current user is a held resource
Project or Resource

Groups the data displayed by project or by resource:

  • Project: Displays all projects with related assignments or resource requests grouped underneath. You can expand each project to view details of its related resources, assignments, and resource requests.
  • Resource: Displays all resources with related assignments or resource requests grouped underneath. You can expand each resource to view details of the related assignments and resource requests. For unheld resource requests, you can expand Resource Requests to view details of the required roles.
 Resource
Today Displays the current day on the timeline and maintains the current zoom level. —
Zoom

Changes the view between days, weeks, months, quarters, and years. The zoom level you set is saved if you use the same browser on the same device.

Note:

The zoom level is set to days on the Grid and cannot be changed.

 Weeks

Project Manager Work Planner Fields

Key:
G – Grid
S – Scheduler

Field

 

 Description
Name S

The name of the resource. The resource's role is displayed if present. The avatar of the Salesforce user associated with the resource is displayed, if one is set.
Name G

The name of the assignment or resource request displayed under the project name when grouping by project or under the resource role or resource name when grouping by resource.
Project G The project associated with the assignment or resource request. Displayed when grouping by resource.
Resource G The name of the resource on the associated assignment or resource request. Displayed when grouping by project.
Total Hrs G

The total number of hours on the schedule for the associated assignment or resource request. This column is automatically updated whenever you edit a value in the grid or when the relevant schedule records are changed. Also displayed in the Current Scheduled Hours field when hovering over an assignment or resource request in the Name column.

Note:

This value reflects the total scheduled hours for the associated assignment or resource request across the entire schedule, not just the days specified in the filter criteria.

Filter Buttons

Field Description
Apply Updates the contents of the Project Manager Work Planner using the filter criteria specified.
Reset Returns the filter criteria to the default values.

Filter Fields

Key:
* – Mandatory field

Descriptions of checkbox settings describe the selected (true) case.

Field

 

 Description
Hide Zero Hour Commitments   Assignments or resource requests containing zero hours are not displayed in the Project Manager Work Planner.
Project   Search for and select one or more projects to view in the Project Manager Work Planner.
Resource   Search for and select one or more resources to view in the Project Manager Work Planner.

Start Date

End Date

 * The date range for data displayed in the Project Manager Work Planner. The default date range is six months either side of today’s date.