Work Planner Lightning Component Properties

This table lists the component properties available in the Lightning App Builder for the following Work Planner components:

  • PSA Line Manager Work Planner
  • PSA Project Manager Work Planner
  • PSA Resource Work Planner
  • PSA Work Planner
  • PSA ES Work Planner (Experience Cloud sites only)

The PSA Work Planner component is available on the Work Planner Lightning app page provided by Certinia, or a custom Lightning page.

Note:

If you want to customize the Work Planner Lightning page by changing the Work Planner component properties, you will need to edit the Work Planner page. 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. For more information, see Setting up Work Planners.

Work Planner Component Properties Available
Field Description Default Value
Assignment Details Custom Fields Field Set The field set containing the custom fields that are displayed in the Details section on the Assignment tab of the Record Details panel. For more information on the Record Details panel, see Viewing Record Details.

If None is selected or a selected field set does not contain any valid fields, the following fields are displayed by default: Resource, Project, Role, Start Date, and End Date.

For information on the field sets available, see Assignment Field Sets. For more information on creating and editing field sets, see the Salesforce Help. 		None
Assignment Details Tasks Custom Fields Field Set The field set containing the custom fields that are displayed in the Assignment Tasks section of the Assignment tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details.

If None is selected or a selected field set does not contain any valid fields, the start date and end date is displayed by default for the relevant tasks.

For information on the field sets available, see Project Task Field Sets and Project Task Assignment Field Sets. For more information on creating and editing field sets, see the Salesforce Help.
None
Create Resource Request Custom Fields Field Set

The field set containing the custom fields that are displayed in the Create Resource Request window.

 

If None is selected or a selected field set does not contain any valid fields, the default fields are displayed.

Note:

The Assignment field is not displayed in the Create Resource Request window, even if it is included in the field set.

For information on the field sets available, see Resource Request Field Sets. For more information on creating and editing field sets, see the Salesforce Help.


None
Clone Resource Request Custom Fields Field Set

The field set containing the custom fields that are displayed in the Clone Resource Request window.

 

If None is selected or a selected field set does not contain any valid fields, the default fields are displayed.

Note:

The Assignment field is not displayed in the Clone Resource Request window, even if it is included in the field set.

For information on the field sets available, see Resource Request Field Sets. For more information on creating and editing field sets, see the Salesforce Help.

None
Contact Card Custom Fields Field Set The field set containing the custom fields that are displayed in the Details section of the Resource tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details.

For information on the field sets available, see Contact Field Sets. For more information on creating and editing field sets, see the Salesforce Help. 		None
Contact Card Hover Details Field Set for Assignments

The field set containing the custom fields that are displayed when hovering over an assignment in the Record Details panel.

If None is selected or a selected field set does not contain any valid fields, a default set of fields is displayed: Start Date, End Date, Project, Scheduled Hours.

For information on the field sets available, see Assignment Field Sets. For information on creating and editing field sets, see the Salesforce Help.

None
Contact Card Hover Details Field Set for Resource Requests

The field set containing the custom fields that are displayed when hovering over a resource request in the Record Details panel.

If None is selected or a selected field set does not contain any valid fields, a default set of fields is displayed: Start Date, End Date, Project, Requested Hours.

For information on the field sets available, see Resource Request Field Sets. For more information on creating and editing field sets, see the Salesforce Help.

None
Contact Card Show Logged Hours If selected, logged hours are displayed in the Resource Schedule section of the Resource tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details. Deselected
Contact Card Show Resource Requests If selected, resource requests are displayed in the Resource Schedule section of the Resource tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details. Selected
Contact Card Show Scheduled Time in Hours If selected, a resource's scheduled time is displayed in hours in the Resource Schedule section of the Resource tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details. Deselected
Do Not Allow Schedule Date Updates

When selected, editing of the start and end dates of schedules is turned off in the grid and scheduler views.

Note: For Work Planner in Experience Cloud sites only.
 Deselected
Filter by Assignment Section Custom Fields Field Set

The field set containing the custom fields that are displayed in the Filter by Assignment section of the filter panel.

 

If None is selected or a selected field set does not contain any valid fields, a default set of fields is displayed: Assignment and Is Billable.

 

For information on the field sets available, see Assignment Field Sets. For information on creating and editing field sets, see the Salesforce Help.

None
Filter by Project Section Custom Fields Field Set

The field set containing the custom fields that are displayed in the Filter by Project section of the filter panel.

 

If None is selected or a selected field set does not contain any valid fields, the following fields are displayed by default: Project, Region, Practice, Group, and Is Billable.

 

For information on the field sets available, see Project Field Sets. For more information on creating and editing field sets, see the Salesforce Help.

 None
Filter by Resource Section Custom Fields Field Set

The field set containing the custom fields that are displayed in the Filter by Resource section of the filter panel.

 

If None is selected or a selected field set does not contain any valid fields, the following fields are displayed by default: Resource, Region, Practice, and Group.

Note:

The Edit Skill Filters option will always be available, even with the field set for custom fields selected.

For information on the field sets available, see Contact Field Sets. For more information on creating and editing field sets, see the Salesforce Help.

None
Filter by Resource Request Section Custom Fields Field Set

The field set containing the custom fields that are displayed in the Filter by Resource Request section of the filter panel.

 

If None is selected or a selected field set does not contain any valid fields, the following fields are displayed by default: Region, Practice, Group, and Opportunity.

For information on the field sets available, see Resource Request Field Sets. For more information on creating and editing field sets, see the Salesforce Help.

 None
Hide Clone Assignment Action

When selected, the Clone Assignment right-click action is hidden.

Note: For Work Planner in Experience Cloud sites only.
 Deselected
Hide Clone Resource Request Action

When selected, the Clone Resource Request right-click action is hidden.

Note: For Work Planner in Experience Cloud sites only.
 Deselected
Hide Create Assignment Button

When selected, the Create Assignment button is hidden.

Note: For Work Planner in Experience Cloud sites only.
 Deselected
Hide Create Resource Request Button

When selected, the Create Resource Request button is hidden.

Note: For Work Planner in Experience Cloud sites only.
 Deselected
Hide Swap Resource & Split Assignment Action

When selected, the Swap Resource & Split Assignment right-click action is hidden.

Note: For Work Planner in Experience Cloud sites only.
 Deselected
Hide Swap Resource & Split Resource Requests Action

When selected, the Swap Resource & Split Resource Request right-click action is hidden.

Note: For Work Planner in Experience Cloud sites only.
 Deselected
Pixel Height The component height in pixels. You can enter a value from 100 to 10,000. 500 pixels
Project Details Custom Fields Field Set

The field set contains the custom fields that are displayed in the Details section of the Project tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details.

If None is selected or the selected field set contains no valid fields, the following fields are displayed by default: Start Date, End Date, Region, Practice, Group, Account, Billable, and Project Manager.


For information on the field sets available, see Project Field Sets. For more information on creating and editing field sets, see the Salesforce Help.

 None
Resource Request Details Custom Fields Field Set The field set containing the custom fields that are displayed in the Details section of the Resource Request tab on the Record Details panel. For more information on the Record Details panel, see Viewing Record Details.

If None is selected or a selected field set does not contain any valid fields, the following fields are displayed by default: Project, Start Date, End Date, Opportunity, Resource Held, Resource Role, and Resource.

For information on the field sets available, see Resource Request Field Sets. For more information on creating and editing field sets, see the Salesforce Help.
None