Managing Headcounts

The Headcounts list page displays a list of headcounts in your current company and view. You can view detailed headcount information from this page and access other related information.

  • Click Headcount to view the headcount detail.
  • Click Edit next to any headcount to edit the folder.
  • Choose a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your list view.
  • Click Printable View to display the current list view in a ready format for printing.
  • Click New to create a headcount. For more information, see Adding a Headcount.
  • Click any column heading to sort the records using that column's data.

For more information on using list views, see “Viewing Custom Object Lists” in the Salesforce Help.

To add a headcount by resource line:

  1. Locate the headcount for which you want to add the headcount by resource line.
  2. Click New on the Headcount by Resource Lines related list of the headcount for which you want to add the information about the headcount budgets.
  3. Complete the fields described in Headcount by Resource Lines Fields.
  4. Click Save.

To update a headcount by resource line, click | Edit on the headcount by resource line item you want to update. When you have finished, click Save.

For a complete description of the standard fields that make up a headcount by resource line, see Headcount by Resource Lines Fields.

Your administrator can delete a headcount by resource line that you no longer need:

  1. Once you have located the headcount by resource line you want to delete, click its name to display its related page.
  2. Click | Delete. A warning message is displayed.
  3. Click Delete to confirm the deletion. The record gets deleted.