Work Planner Lightning Component Fields

Here is a description of the fields and buttons on the following Work Planner Lightning components:

  • Line Manager Work Planner
  • Project Manager Work Planner
  • Resource 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.

Buttons

Button Description Default
Reload button

Reloads the relevant Work Planner component. 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.

 —
Today Displays the current day on the timeline and maintains the current zoom level. —
Button to change to Scheduler view or Button to change to Grid view Displays the following views:
  • Scheduler: Shows assignments and resource requests grouped by project or 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 on the corresponding assignments or resource requests and indicates if a resource is over-allocated.
 Scheduler
Resource or Project

Groups the data displayed:

  • 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 the Resource Requests row to view details of the required roles.
  • 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.

Line Manager Work Planner defaults to Resource.

Project Manager Work Planner and Resource Work Planner default to Project.
Zoom Level

Changes the view between days, weeks, months, quarters, and years. The zoom level you set is retained 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.

 Scheduler: Weeks
Grid: Days
View details of the selected resource Shows the resource details for the selected resource in a panel. Alternatively, you can double-click a resource. Click View details of the selected resource to open and close the panel.

The panel stays open until you close it. It is also used to display filter criteria and assignment details, which means you can set filters easily and click through other assignments and resources displayed on the work planner to quickly view information about them.

For more information, see Contact Card Lightning Component Overview.		 —
View details of the selected assignment Shows the details for the selected assignment in a panel. Alternatively, you can double-click an assignment. Click View details of the selected assignment to open and close the panel.

The panel stays open until you close it. It is also used to display filter criteria and resource details, which means you can set filters easily and click through other assignments and resources displayed on the work planner to quickly view information about them.

For more information, see Viewing Assignment Details.		 —
Filters the display Filters the display. Click Filters the display to open and close the panel.

The panel stays open until you close it. It is also used to display assignment and resource details, which means you can set filters easily and click through other assignments and resources displayed on the work planner to quickly view information about them.

Selected filters are retained if you use the same browser on the same device.

Line Manager Work Planner filters default to:

  • The resource associated with your Salesforce user.
  • Resources with your name in the Reports To field on their contact record.

Project Manager Work Planner filters default to:

  • 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.

Resource Work Planner filters default to the resource associated with your Salesforce user.

Filter Fields

Here is a description of the fields in the Filter panel.

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 relevant Work Planner component.
Project   Search for and select one or more projects to view in the relevant Work Planner component.
Resource   Search for and select one or more resources to view in the relevant Work Planner component.

Start Date

End Date

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

Filter Buttons

Here is a description of the buttons in the Filter panel.

Field Description
Apply Updates the contents of the component using the filter criteria specified.
Reset Returns the filter criteria to the default values.