Support
Release Notes
Enhanced Time Tracking Interface
The updated Resource Hero Time Tracking interface is designed to help organizations that need more granular time tracking, need to differentiate between billable and non-billable hours, and categorize time.
Multiple Time Entries per Assignment, per Day
You can now create multiple Resource Forecast records for the same assignment on the same day. Besides enabling the Enhanced Time Tracking Interface, it also simplifies loading data into Resource Hero from external systems.
Patch version 10.1.11
- Fixed an issue in the Find Resource component related to TextArea and Multi-Select Picklist fields
- Fixed an issue where unlicensed users could still access Resource Hero interfaces
- Fixed an issue where matrix utilization coloring was not updating until after the user saved on matrices configured on custom objects.
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.
Skills
Identify the skills and attributes that you would like track as an organization on the Resource Hero Skills tab.
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.
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.
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.
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%.
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.
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.
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.
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.
