Services

Get up and running in one hour

Our Quick Start Call is a free, guided session with the Resource Hero team. We take pride in how fast the app installs and configures, and we will do it with you, live.

Book now

What we cover in your Quick Start Call

  • 1

    Install Resource Hero

    We walk you through installing the managed package from the AppExchange into your sandbox or production org, start to finish.

  • 2

    Assign licenses and permissions to your users

    We assign the Resource Hero license to each user and grant access with permission sets so your team can get in and get working.

  • 3

    Create or load your resources

    We walk through the Resources tab so you can add, import, and organize the people and roles you schedule.

  • 4

    Set up holiday schedules, capacity, and rates

    We talk through holiday schedules, capacity, and rates so your plans reflect real availability and cost.

  • 5

    Create a project and forecast a resource

    We build an example project and walk through assigning and forecasting resources with Manage Assignments and the Matrix.

  • 6

    Get started with reports

    We show you the key out-of-the-box reports and dashboards, including capacity and utilization, so you can see the value right away.

  • 7

    Talk through the customizations that fit you

    We discuss the options that make Resource Hero yours, like auto-creating projects from won opportunities, or configuring Opportunities so you can forecast resources right from the deal.

Schedule your Quick Start call today

Bill and his team were more than helpful and patient with us through every step in the process – from our initial review of the system, to getting it installed, and then having it set up to meet our specific needs. The folks at Resource Hero have delivered a great product that they continue to improve and update, along with truly excellent service. I can’t recommend them more highly.

Chuck Clessler

VP Professional Services

Authoria