Setting up Work Planners

Work planners enable users to plan project work easily by viewing assignments and resource requests grouped by project or by resource, and quickly viewing a resource's details and their scheduled work.

The following Work Planner Lightning components are available:

  • The Line Manager Work Planner component enables users to view and edit their own assignments and resource requests and also the assignments and resource requests of resources who report directly to them.
  • The Project Manager Work Planner component enables users to view and edit all assignments and resource requests. They can see 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

    This component is part of the Project Management workspace.

  • The Resource Work Planner component enables users to view and edit their own assignments and resource requests.

You must perform the following setup for each component.

Component

Setup Required
Line Manager Work Planner

Ensure that users:

  • Have a contact record associated with their Salesforce account.
  • Are displayed in the Reports To field of the contact records belonging to resources who report directly to them.
Project Manager Work Planner No setup required.
Resource Work Planner Ensure users have a contact record associated with their Salesforce account.

For information on how to configure the Work Planner components, see the following:

Assign the following permission sets to users as required:

  • PSA - View Work Planner for users who only need to view the relevant Work Planner component. If a user has this permission set, View Only is displayed on the component.
  • PSA - Edit Work Planner for users who need to update assignments, resource requests, and scheduled hours.

For information on all permission sets, see Permission Sets and Other Technical Documentation and click Permissions.

Note:

If a user can update information on a record page, they will be able to update the same information from a work planner.