Setting up Work Planners

Work planners enable users to plan project work easily by viewing:

  • Assignments and resource requests (users can use the options in the toolbar to group the assignments and resource requests in the way they require, for example by project or by resource)
  • A resource's details and their scheduled work

The work planners available are tailored by job role so users can view and manage information that is relevant to them.

Work Planner Lightning Page

The Work Planner is a Lightning app page designed for use by resource managers. It contains the Work Planner Lightning component, which fills the entire page, making it easier to view a large amount of data. To view the Work Planner, select Work Planner from the App Launcher.

To customize the Work Planner page, for example by changing the PSAWork Planner component properties in Lightning App Builder, take the following action:

  1. In the Lightning App Builder, edit the Work Planner page as required.
    Note:

    When you edit the page for the first time, Salesforce makes a copy of it in the background. This copy is what you edit in the Lightning App Builder.

    There are two Work Planner apps in the App Launcher until you take the following steps to hide the original Certinia packaged Work Planner page.
  2. Create a custom permission set that gives you access to the Work Planner Lightning page that you have just created.

  3. Add your custom permission set to the following permission set groups:

    • Certinia - PSA - Project Manager
    • Certinia - PSA - Resource Manager
    • Certinia - PSA - Line Manager
    • Certinia - PSA - Resource

  4. Within the permission set groups, create a muting permission set. In the object settings, mute access to the Certinia packaged Work Planner. This removes access to the packaged Work Planner page, but ensures that you continue to receive updates to permission sets and permission set groups.

For information on Lightning pages and permission sets, see the Salesforce Help.

Work Planner Lightning Components

The following Work Planner Lightning components are tailored for other job roles. You can add any of these Work Planner components to a Lightning app page or a Lightning home page using the Lightning App Builder.

  • 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.
  • The Work Planner component is designed for use by resource managers and enables them to view and edit all assignments and resource requests and view all projects. This component is available from the Work Planner Lightning app page and fills the entire page, making it easier to view a large amount of data. For more information, see Work Planner Lightning Page.

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.
Work Planner No setup required.

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

Permissions

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.

Excluding Records from Work Planners

To prevent particular assignments and resource requests from being included on work planners, you can select Exclude from Planners on the assignment or resource request record. This speeds up loading time because it reduces the amount of data being loaded.