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Resource and Project Planners Settings and Preferences

General Settings

The functionality of the new Resource Planner and Project Planner is controlled using these fields in the Planners - Project and Planners - Resource custom settings.

Key: O = Obsolete.

Field		Description	Default
Add Holidays On Assignment Adjust		If selected, determines whether holiday schedule exception records are added if assignment date ranges are adjusted and the new date range falls within a holiday. Exception records are created on the schedule of the modified assignment. Holidays are defined on the work calendar of the assigned resource.	False
Assignment Ordering		Defines the API name of a field to order assignments by and, optionally, the direction (enter ASC or DESC).	name
Assignment Search Fieldset Name		Determines which Assignment fields are searched with the text search box on the appropriate planner	Null
Assn Additional Fields Field Set Name		Determines the additional fields to display in the "Additional Fields" section of the Create Assignment dialog in Resource and Project Planners. The value is the API name for a field set containing the list of additional fields.   These fields are not valid to include any field set used in this setting: Formula fields Fields from related objects Auto-number fields	Null
Columns Field Set		Defines the API name of the field set, on the contact or project object respectively, that contains the columns to show on the Resource and Project Planners. The default values are Resource_Planner_Columns and Project_Planner_Columns respectively. Clear the value to disable the custom columns feature.	Resource_Planner_Columns
Default Future Days to Show Assignments		Defines the number of future days, from today, to display assignments. For example, enter 30 to display assignments that start or end within 30 days of today.	270
Default Past Days to Show Assignments		Defines the number of days prior to today to display assignments. For example, enter 30 to display assignments that start or end in the preceding 30 days.	7
Default Resource Image		Defines a URL (absolute or relative) that points to the default image to use for resources without a profile photo. Image files of 22 pixels square work best.	/resource/pse__Planners/resources/images/FForce/default_resource_image.png
Edit Requires Staffing Permission		Determines whether or not your users require a permission control, with the Staffing checkbox selected, before they can edit assignment schedules. You can create a permission control for the region, practice, group, project or resource that certain users need to modify.	False
Hold total assignment hours constant		If selected, the total hours are held constant when editing assignment hours using the inline edit (rapid edit) function in Planners. When deselected, the end date is held constant when editing assignment hours in Planners. This setting is deselected by default.	False
Override Assignment Name Field		Specifies the API name of the field to display as the assignment name in Resource and Project Planners. If this field is blank, the planner displays the Assignment name by default.	Null
Override Resource Request Name Field		Specifies the API name of the field to display as the resource request name in Resource and Project Planners. If this field is blank, the planner displays the Resource Request name by default.	Null
Deprecated: Preload Limit	O	This setting is no longer used.	N/A
Project Planner Filter Field Set		Determines the fields used for filtering in the Project Planner. The value is a field set specifying fields available to filter on.	Null
Project Search Fieldset Name		Determines which Project fields are searched with the text search box on the project planner.	Null
Record Load Limit		Specifies the number of resources or projects for which child data (assignments and resource requests) load per request. Warning: Warning You should not adjust the Record Load Limit without first consulting Customer Support.	5
Resource Planner Filter Field Set		Determines the fields used for filtering in the Resource Planner. The value is a field set specifying fields available to filter on.	Null
Resource Request Search Fieldset Name		Determines which Resource Request fields are searched with the text search box on the appropriate planner.	False
Resource Request Ordering		Defines the API name of a field to order held resource requests by and, optionally, the direction (enter ASC or DESC).	name
Restrict Creation Past Dates		If selected, you cannot create Project Planner assignment and held resource requests set in the past. Default value is deselected.	False
Restrict Editing Past Dates		If selected, you cannot edit Project Planner assignment and schedule hours set in the past. Default value is deselected.	False
Restrict Swapping Past Dates		If selected, you cannot swap the resource on an assignment with a start date set in the past. Default value is deselected.	False
Save Column Preferences		Determines whether customizations to the width, order and visibility of columns will be remembered for every user the next time they use the Resource or Project Planner. This setting is dependent on a field set being defined on the (preceding) Columns Field Set setting.	True
Search Fieldset Name		Determines which Resource fields are searched with the text search box on the resource planner.	Null
Use New Project Planner		If selected, the enhanced of the Project Planner opens by default across your organization. By default, this value is selected.	True
Use New Resource Planner		If selected, the enhanced of the Resource Planner opens by default across your organization. By default, this value is selected.	True
Assignment Tooltip Field Set		Define the API names of field sets containing tooltip fields. The field sets must exist on their respective objects. Note: Note For more information, see Customizing Tooltips in the Resource and Project Planners.	Null
Resource Request Tooltip Field Set			Null
Resource Tooltip Field Set			Null
Project Tooltip Field Set			Null

Preferences

Preferences, including the default zoom level, are controlled using these fields in the Planners Preferences - Project and Planners Preferences - Resource custom settings.

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