Contact Field Sets

Here are the field sets contained within the Contact object.

Field Set Description Used on Page Default Fields
Resource Planner Columns Defines any additional columns that you want to show on the resources list of the new Resource Planner.
Note
You can control whether this field set is visible on the new Resource Planner using the Columns Field Set setting. For more information, see "Resource and Project Planners Settings and Preferences".
Resource Planner Billable
Assign Multiple Projects to Resource Filter Options Allows you to add additional filters to the "Filter Options" section of the Mass Assign Projects to Resource page. Mass Assign Projects to Resource None. You can add additional fields that exist on the Contact object.
Assign Multiple Projects to Resource Search Columns Allows you to define the columns that appear on the "Select Projects" table on the Mass Assign Projects to Resource page. Mass Assign Projects to Resource Name; Region; Practice; Group; Start Date; End Date.
Assign Multiple Resources to Project Filter Options Allows you to add additional filters to the "Filter Options" section of the Mass Assign Resources to Project page. Assign Resources to Project None. You can add additional fields that exist on the Contact object.
Assign Multiple Resources to Project Search Columns Allows you to define the columns that appear on the "Select Resources" table on the Mass Assign Resources To Project page. Assign Resources to Project Region; Practice; Group; Email; Role.
SearchResourcesFilterFields Defines extra fields that can be selected as filter criteria when searching for resources. The following types of fields are supported:
  • DATE
  • DATETIME
  • CURRENCY
  • BOOLEAN
  • NUMBER
  • PERCENT
  • TEXT
  • TEXTAREA
  • PHONE
  • EMAIL
Note
We recommend that you do not add read-only fields or read-only lookup fields to this field set. If the field set contains fields that belong to an unsupported type, no fields will be available in the Additional Filters section of the Search Resources page.
Search Resources Account ID
Full Name
Last Name
Contact Currency
Contact Description
Mobile Phone
Business Fax
Asst Phone
Email
Birthdate
Actuals: Last Update Date
Current Time Period
Default Cost Rate
Default Cost Rate is Daily Rate
Languages
Latitude (PSA)
Mailing Country
Other Latitude
Owner ID
Region
Billable Hours (Internal)
Resource Role
Utilization Target
Work Calendar
SearchResourcesResultFields Defines extra resource fields to be added to the Result section of the Search Resources page. Search Resources Record Type ID > Sobject Type Name
Work Calendar > Last Modified By ID
Work Calendar > Created By ID
Work Calendar > Owner ID
Work Calendar > Record ID

Concept Information

Field Sets

Reference Materials

Assignment Field Sets

Expense Field Sets

Expense Report Field Sets

Milestone Field Sets

Project Location Field Sets

Project Methodology Field Sets

Project Phase Field Sets

Resource Request Field Sets

Task Time Field Sets

Timecard Field Sets

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