Use these settings in the Assignment Settings custom settings to manage assignments.
Field
Description
Default Value
Adjust Sched Date on Assignment Close
Indicates whether the end date of an assignment is automatically set to today's date when a closed status is detected and the schedule end date is past today's date.
false
Adjust Hours Strategy Respects Holidays
Indicates whether the scheduling strategy respects work calendar holidays and sets hours to zero for zero hour holidays. When selected:
Hours are spread across other days and a schedule exception is created.
No schedule exception is generated when a non-working holiday occurs during a weekend.
A schedule exception is created for working holidays that occur during a weekday or a weekend. The exception hours are equal to the adjusted hours per day or equal to the holiday hour.
false
Allow Resource Currency Code on Assn
If selected, the cost rate currency code on an assignment is set to use the resource currency code.
false
Assign Resource Custom Lookup
Indicates whether the a custom resource lookup popup is displayed in place of the standard resource lookup when assigning a resource.
false
Assign Resource Custom Lookup Columns
API names of the columns to display on the Assign Resource Custom lookup.
Indicates whether the Milestone lookup appears on assignments.
false
Assign Resource Milestone Lookup Columns
API names of the columns to display on the Assign Resource Milestone lookup.
Name
Assign Resource Milestone Required
Indicates whether the Milestone field on assignments is mandatory.
false
Assignment Closed Statuses
A comma-delimited list of assignment status values that dictate when an assignment is closed.
Closed
Assignment Name Project Name Max Length
Maximum number of characters from the project name in an automatically generated Assignment Name.
38
Assignment Name Resource Name Max Length
Maximum number of characters from the resource name in an automatically generated Assignment Name.
38
AssigRes Is Resource Lookup Filter
Indicates whether the resource lookup filters out contacts that are not resources when assigning resources to projects.
Unchecked
AssigRes IsResource Active Lookup Filter
Indicates whether the resource lookup filters out inactive resources when assigning resources to projects.
false
Auto Share with New Resource
Determines whether to share an assignment and schedule with the resource's Salesforce user on creation or when the resource is changed. You can set the value to Read or Edit to define the level of sharing. If no value is set, no action is taken.
Null
Delete Share from Old Resource
Indicates whether the existing share of the assignment and schedule with the resource's Salesforce user is deleted when the resource on the assignment is changed.
false
Disable Bill Rate Null Check in Trigger
Determines whether PSA checks if bill rates have been applied to an assignment.
Checked
Display Planned Bill Rate
Indicates whether the Planned Bill Rate Appears on the Mass Assign Projects to Resource, Resource Request and Assignment pages.
false
Edit Schedule Default Strategy
The default scheduling strategy for the Schedule Strategy field on the Edit Assignment Schedule page. You can set this to one of the following:
"level" for Calculate End Date, Level Schedule.
"ignore" for Calculate End Date, Ignore Availability.
"day" for Adjust Hours Per Day.
"PercentAllocation" for Percent Allocation.
ignore
Hide Adjust Hours Scheduling Strategy
Indicates whether the Adjust Hours Per Day scheduling strategy is hidden from the Schedule Strategy drop-down list when assigning a single resource to a project, assigning a resource from a resource request, editing a schedule and anywhere that you can select scheduling strategies with the exception of the Staffer and Planners.
false
Hide Custom Scheduling Strategy
Indicates whether the Custom scheduling strategy is hidden from the Schedule Strategy drop-down list when assigning a single resource to a project, assigning a resource from a resource request, and anywhere that you can select scheduling strategies with the exception of the Staffer and Planners.
false
Hide Ignore Avail Scheduling Strategy
Indicates whether the Calculate End Date Ignore Availability scheduling strategy is hidden from the Schedule Strategy drop-down list when assigning a single resource to a project, assigning a resource from a resource request, editing a schedule and anywhere that you can select scheduling strategies with the exception of the Staffer and Planners.
false
Hide Level Schedule Scheduling Strategy
Indicates whether the Calculate End Date Level Schedule scheduling strategy is hidden from the Schedule Strategy drop-down list when assigning a single resource to a project, assigning a resource from a resource request, editing a schedule and anywhere that you can select scheduling strategies with the exception of the Staffer and Planners.
false
Hide Percent Alloc Scheduling Strategy
Indicates whether the Percent Allocation scheduling strategy is hidden from the Schedule Strategy drop-down list when assigning a single resource to a project, assigning a resource from a resource request, editing a schedule and anywhere that you can select scheduling strategies with the exception of the Staffer and Planners.
false
Hide Zero Hour Scheduling Strategy
Indicates whether the Zero Hour Schedule scheduling strategy is hidden from the Schedule Strategy drop-down list when assigning a single resource to a project, assigning a resource from a resource request, editing a schedule and anywhere that you can select scheduling strategies with the exception of the Staffer and Planners.
false
Link Assignment Header Tooltip Fields
Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Assignment to Milestones, Link Assignment to Project Methodology and Link Assignment to Phase pages.
Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Project Methodology to Assignment page.
Name,project__r.name
Link Milestone Header Tooltip Fields
Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Milestone to Assignments page.
Name,Target_Date__c,Milestone_Amount__c
Link Phase Header Tooltip Fields
Comma delimited list of API names of fields to be listed when hovering over the tooltip icon on the Link Project Phase to Assignment page.
Name,project__r.name
Mass Assign Milestone Editable
Indicates whether the Milestone is displayed and editable on the Mass Assign Projects to Resource page and the Mass Assign Resources to Project page.
false
Mass Assign Milestone Required
When Mass Assign Milestone Editable is selected, indicates whether the milestone field must be completed for each assignment to be created on the Mass Assign Projects to Resource page and the Mass Assign Resources to Project page.
false
Mass Assign Projects Load Limit
Determines how many projects are returned in the search results on the Mass Assign Projects to Resource page.
1000
Mass Assign Resources Load Limit
Determines how many resources are returned in the search results on the Mass Assign Resources to Project page.
1000
Role Hidden
Indicates whether the Role field on the Assign Resource to Project page is hidden.
false
Retain Schedule Exceptions On Update
Indicates whether the 'Scheduled Hours' value on the Assignment page matches the 'New Scheduled Hours' value on the Edit Schedule page when you save updated assignment schedule dates.
Original schedule exceptions are deleted. Exceptions that include dates within the new schedule dates are recreated.
false
Role Required on Creation
Indicates whether the Role field is mandatory when creating a new assignment on the Assign Resource to Project, Assign Multiple Resources to Project and Mass Assign Resources to Project pages.
false
Timecard Statuses
The comma-delimited list of the Timecard Status field values to use when performing timecard calculations for the Edit Assignment Schedule page.
Submitted,Approved
Update Project Monitor Fields Batch Size
Determines the batch size to use when calculating Project Monitor fields.
This setting is intended to help address platform limitation errors that display when an organization has more than 50,000 assignments associated with a project. Lowering this setting can result in slower processing time.
2000
Update Project Monitor Fields Sync Limit
Defines the threshold number of assignments for immediately calculating Project Monitor fields. If the number of assignments exceeds the value of this setting, Project Monitor fields are calculated using a batch process.
This setting is intended to help address platform limitation errors that display when an organization has more than 50,000 assignments associated with a project. If your org displays errors when selecting the Action: Force Schedule Refresh field on a schedule, lower this value to adjust the number of fields synchronized. Lowering this setting can result in slower processing time.
10000
Use Default Cost Rate Clear on Assigning
Indicates whether the default value of the Use Default Cost Rate checkbox is unchecked on the Assign Resource to Project, Mass Assign Resources to Project and Mass Assign Projects To Resource pages.