Setting up the Project Team Schedule Lightning Component

The Project Team Schedule enables users to see when resources assigned to the current project are scheduled to work by showing their assignments and resource requests and the number of hours they are scheduled to work.

To make the Project Team Schedule available to users, you must perform the following setup:

  1. Add the Project Team Schedule component to the Project Lightning page using the Lightning App Builder. We recommend that you create a separate tab on the page named Resources and add the component to that tab. Alternatively, you can configure the component to be displayed elsewhere on the page, as required. For more information, see "Lightning App Builder" in the Salesforce Help.
  2. Use the properties available in the Lightning App Builder to configure the component. For more information, see Project Team Schedule Lightning Component Properties.
  3. Assign the following permission sets to users:
    • PSA - View Project Team Schedule for users who only need to view the Project Team Schedule. If a user has this permission set, View Only is displayed on the Project Team Schedule.
    • PSA - Edit Project Team Schedule for users who need to update assignments and resource requests.

Users can view records on the projects they have permission to view.

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