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Release Notes

Find Resources on the Manage Assignments screen

The Find Resource component helps you search for resources based on resource fields and assigned skills. It can be accessed from the Find Resource button on the Manage Assignments component or from the detail page of an individual Resource Assignment record.

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Skills

Identify the skills and attributes that you would like track as an organization on the Resource Hero Skills tab.

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Skill Assignments

Track your resource’s skills and skill proficiency. Skill Assignments can be used as criteria when using the Find Resource functionality when staffing an assignment.

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More in this release

My Timesheet Matrix

This new matrix can be added to the Home tab, on standalone Lightning Pages, and on pages within your Experiences / Communities and will only show assignments that have been assigned to Resources related to the currently logged-in user.

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New rolling time ranges

We’ve added some additional time range options within the matrix, including Next 7 Days, Next 14 Days, Next 30 Days, etc.

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Assignment Exclusion Field controls on all Resource Hero interfaces

Allows you to control exactly which records should be included in any Resource Hero interface. For example, you could have a time tracking matrix that only includes Project assignments and Opportunity assignments where the probability is greater than 75%.

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More in this release
  • Setting to restrict matrix assignments to the logged-in user
  • RH Dashboard selections now sticky for each user
  • Accessibility: modify matrix colors for each user

Manage Assignments lighting component

Replaces the older visualforce-based component and lets you manage assignments without having to navigate away from your opportunity (or other configured object’s) lighting page.

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Time Tracking Summary Notification Email

Allows you to generate automatic emails to your resources that show them the last 7 days of tracked time. This can serve as validation for hours that have already been entered or as a reminder for those who might have forgotten to enter their time.

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Support for Salesforce Multi-Currency

Organizations that manage resources across multiple countries can take advantage of Salesforce Multi-Currency support to ensure values are entered and displayed in the appropriate currency as needed.

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Time Off Request Enhancements

Organizations that manage resources across multiple countries can take advantage of Salesforce Multi-Currency support to ensure values are entered and displayed in the appropriate currency as needed.

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More in this release

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