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Resource Planner and Project Planner Fields

This section describes the fields and buttons that appear on the Resource Planner and Project Planner.

General

General Fields on the Resource Planner and Project Planner

Field	Description
View Range	Defines the start and end dates of the time span over which assignments and resource requests are displayed. An assignment or resource request will display on the timeline, in its entirety, even if part of its duration falls outside of the time span that you define. Clear the dates to view all assignments.
Search...	Narrows down the list of projects, resources, assignments and resource requests by the search terms entered.

General Icons on the Resource Planner and Project Planner

Icon	Description
Save	Applies the changes that you have made on the Resource Planner or Project Planner interface to the affected native Salesforce objects (for example, assignment and assignment schedule records). The icon is unavailable until you make a change—by dragging an assignment bar to change its duration, for instance—that impacts on the native objects in your organization.
Reload Records	Reloads projects or resources from your organization onto the projects or resources pane; any unsaved changes are lost.
Apply Filters and Reload	Filters the list of projects or resources on the attributes specified in the edit assignments panel.
Apply Range and Reload	Applies the new date range and reloads projects or resources from your organization onto the projects or resources pane; any unsaved changes are lost.
Return	Exits without saving any changes.
Pin Projects / Pin Resources	Pins and unpins the selected item in position, regardless of any text you enter in the `Search...` box.
	Expands the interface to fit your entire screen area, hiding the apps and tabs menus. Click again to restore.
Expand	Expands the list of projects or resources to show all assignments and resource requests in view.
Collapse	Collapses the list of projects or resources to hide all assignments and resource requests in view.
Today	Brings the current day into view on the timeline.
Fit Timeline	Selects `Month` on the Zoom slider and centers today's date on the timeline.
	Changes the granularity of the timeline between day, week, month and quarter. The scheduled hours and color of the assignment bars update when you change the zoom level.
Hide Project Start and End Date Indicators/ Show Project Start and End Date Indicators	Controls when project start and end date indicators are visible on the timeline for a list of projects.
Project Start and End Date Indicator	Indicator for the start and end date of a project.
Hide Resource Requests / Show Resource Requests	Controls whether or not resource requests are visible on the timeline and the list of projects or resources.
View Detail	Opens (in a new tab) the detail page of the selected project, assignment or resource request.
	Opens the custom preferences page. For more information, see Resource and Project Planners Custom Preferences.
	Indicator that an entry has unsaved changes.

Timeline

You can review a resource's allocation level using the color code.

Bar Color	Status	Description
	This resource is under allocated	Total hours for all assignments and held resource requests are currently zero or lower than the resource's work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group. hours.
	This resource is correctly allocated	Total hours for all assignments and held resource requests currently match the resource's work calendar hours.
	This resource is over allocated	Total hours for all assignments and held resource requests currently exceed the resource's work calendar hours .
		Indicates a weekend or a holiday (derived from the resource's work calendar) for which the resource has zero assigned hours.
		Blue assignment bars show the contributing daily, weekly, monthly or quarterly hours for the assignment.

Icons on the Timeline

Icon	Description
	Indicates today's date on the timeline.
	Expands the timeline to take up most of the screen. Click again to restore.

Filters Panel

Filters Available on the Project Planner

Filter Field	Use this filter to view projects based on:
Account	The value of the `Account` field on the Project object.
Active	The value of the `Active` checkbox on the Project object.
Allow Expenses Without Assignment	The value of the `Allow Expenses Without Assignment` checkbox on the Project object.
Allow Self-Staffing	The value of the `Allow Self-Staffing` checkbox on the Project object.
Allow Timecards Without Assignment	The value of the `Allow Timecards Without Assignment` checkbox on the Project object.
Billable	The value of the `Billable` checkbox on the Project object.
Billing Type	The value of the `Billing Type` fields on the Project object.
Closed for Expense Entry	The value of the `Closed for Expense Entry` checkbox on the Project object.
Closed for Time Entry	The value of the `Closed for Time Entry` checkbox on the Project object.
End Date	The value of the `End Date` field on the Project object.
Exclude From Billing	The value of the `Exclude From Billing` checkbox on the Project object.
Exclude From Backlog	The value of the `Exclude From Backlog` checkbox on the Project object.
Group	The value of the `Group` field on the Project object.
Hierarchy Depth	The value of the `Hierarchy Depth` field on the Project object.
Location	The value of the `Location` field on the Project object.
Master Project	The value of the `Master Project` field on the Project object.
Parent Project	The value of the `Parent Project` field on the Project object.
Planned Hours	The value of the `Planned Hours` field on the Project object.
Practice	The value of the `Practice` field on the Project object.
Project Manager	The value of the `Project Manager` field on the Project object.
Project Name	The value of the `Project Name` field on the Project object.
Project Status	The value of the `Project Status` field on the Project object.
Project Type	The value of the `Project Type` field on the Project object.
Region	The value of the `Region` field on the Project object.
Stage	The value of the `Stage` field on the Project object.
Start Date	The value of the `Start Date` field on the Project object.
Template	The value of the `Template` checkbox on the Project object.
Time Credited	The value of the `Time Credited` checkbox on the Project object.
Time Excluded	The value of the `Time Excluded` checkbox on the Project object.

Filters Available on the Resource Planner

Filter Field	Use this filter to view resources based on:
Account ID	The value of the `Account Name` field on the Contact object.
Allow Timecards Without Assignment	The value of the `Allow Timecards Without Assignments` checkbox on the Contact object.
Birthdate	The value of the `Birthdate` field on the Contact object.
Department	The value of the `Department` field on the Contact object.
Email	The value of the `Email` field on the Contact object.
Exclude From Missing Timecards	The value of the `Exclude From Missing Timecards` checkbox on the Contact object.
Exclude From Time Calculations	The value of the `Exclude From Time Calculations` checkbox on the Contact object.
External Resource	The value of the `External Resource` checkbox on the Contact object.
Full Name	The value of the `Name` field on the Contact object.
Group	The value of `Group` field on the Contact object.
Historical Utilization	The value of the `Historical Utilization` field on the Contact object. Resource Utilization.
Historical Utilization Target	The value of the `Historical Utilization Target` field on the Contact object. See Resource Utilization.
Historical Utilization Target Attainment	The value of the `Historical Utilization Target Attainment` field on the Contact object. See Resource Utilization.
Is Resource Active	The value of the `Is Resource Active` checkbox on the Contact object.
Last Date	The value of the `Last Date` field on the Contact object.
Mailing City	The value of the `Mailing City` field on the Contact object.
Mailing Country	The value of the `Mailing Country` field on the Contact object.
Mailing State/Province	The value of the `Mailing State/Province` field on the Contact object.
Practice	The value of the `Practice` field on the Contact object.
Region	The value of the `Region` field on the Contact object.
Reports To ID	The value of the `Reports To` field on the Contact object.
Resource Role	The value of the `Resource Role` field on the Contact object.
Salesforce User	The value of the `Salesforce User` field on the Contact object.
Scheduled Utilization	The value of the `Scheduled Utilization` field on the Contact object. See Resource Utilization.
Scheduled Utilization Target	The value of the `Scheduled Utilization Target` field on the Contact object. See Resource Utilization.
Scheduled Utilization Target Attainment	The value of the `Scheduled Utilization Target Attainment` field on the Contact object. See Resource Utilization.
Skill/Certification Name	The value of any skills or certifications that have been applied to the resources loaded in the Resource Planner. You can search for a skill or certification and add it to the sub-pane, then select a rating.
Start Date	The value of the `Start Date` field on the Contact object.
Title	The value of the `Title` field on the Contact object.
Utilization	The value of the `Utilization` field on the Contact object. See Resource Utilization.
Work Calendar	The Work Calendar assigned to the Resource.

Icons on the Filters Panel

Icon	Description
Enable All	Makes all of the attributes on the filter canvas available.
Disable All	Makes all of the attributes on the filter canvas unavailable.
Remove All	Removes all of the attributes from the filter canvas.
Restore Filters	If you have set the Resource Planner or Project Planner to remember your selected attributes, restores these to the filter canvas.
Remember Filters	Remembers the attributes that are currently on the filter canvas and any entered filter criteria.

Edit Assignments Panel

Fields on the Edit Assignments Panel

Field	Description
Two-Week Period:	The first day of the visible fortnight period.
Set Start	Changes the start date of all the assignments and resource requests displayed on the Edit Assignments panel.
Set End	Changes the end date of all the assignments and resource requests displayed on the Edit Assignments panel.
Apply Pattern Between	The date range for which to apply the schedule exception defined by `Schedule Pattern`.
Schedule Pattern	The standard schedule pattern for the selected assignment.
Date	The date that the Daily Note is entered for.
Note	The content of the Daily Note.

Icons on the Edit Assignments Panel

Icon	Description
Apply Changes to Assignment	Applies the schedule exception to the edit assignments panel and the timeline.
	Adds a new Daily Note.
	Deletes an existing Daily Note.

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