Advanced customization and how to’s

How does the Resource Hero Dashboard work?

The Resource Hero Dashboard allows you to see and edit all of your assignments in one view.

Dashboard

 

Use the Object and List View drop downs to control which records are displayed.  For example, selecting Opportunity from the Object drop down and then Opportunities Closed This Week from the List View drop down will let you see all assignments related to your Opportunity records that have closed this week.

You can access all of your list views to include ‘Recently Viewed’ and ‘My’ list views for any object that is configured to work with Resource Hero.

 

Dashboard - List View

 

Use the Fields drop down to easily switch between Forecast and Actuals

 

Dashboard - Fields

 

Use the Output drop down to visualize your data beyond just hours.  See utilization, hours remaining (forecast vs actual) and revenue without having to leave the Resource Hero Dashboard.

 

Dashboard - Output

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