Resource Planner Columns |
Defines any additional columns that you want to show on the resources list of the new Resource Planner. |
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
|
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 |