Accessing Planners

This table shows the buttons and links you can use to access the planners.

Type

Name

Access From

Opens

Notes

Button
  • Resource Planner
  • Project Planner
Detail page of a resource or project. The corresponding planner, showing only that resource or project.
Resources or projects related list of a RPGClosed Abbreviation of region, practice, group.. The corresponding planner, showing all resources or projects in that RPGClosed Abbreviation of region, practice, group..
View in Resource Planner
  • Resource Requests list view.
  • Resource Requests related list on a Project or Opportunity.
The Resource Planner showing a list of resource requests in the Resource Request panel that you have selected to load.
 Link View in Planner Next to a filtered resource name in the Assign Resource section of a Resource Request detail page. The corresponding planner, showing the resource.
Project Planner (PM)
  • PSE links sidebar in Classic
  • App Launcher in Lightning
The Project Planner showing only the projects that you manage as project manager.
  • Resource Planner
  • Project Planner
  • Open Project Planner
  • PSE links sidebar in Classic
  • App Launcher in Lightning
  • Project record, Actions | Project Planning Tools
The corresponding planner, showing all resources or projects in your organization.
  • The default saved filter set is applied and filters resources or projects accordingly. For example, all resources in your organization may not display. For more information, see Setting a Saved Filter as the Default.
  • For the Open Project Planner link, this path is for users of record pages supplied by Certinia from Fall 2020.
  • For Project Planner, from Fall 2020, if you are not using the project pages supplied by Certinia, your administrator can add the PSA Actions: Project Planning Tools component to the project record page.