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The Manage Assignments lightning component allows you to quickly add, update or remove resource assignments from an Opportunity or any other object that is configured to work with Resource Hero.
In order to create new assignments from the Manage Assignments lightning component:
In order to update existing assignments from the Manage Assignments lightning component:
In order to delete existing assignments from the Manage Assignments lightning component:
Opportunity: This is the Opportunity record that this assignment is related to. Notice that the field defaults to the Opportunity record that you navigated from.
Resource: This is the Resource record that you want to assign to work on this Opportunity. Since initially you might not know which Resource you want to assign, this field can be left blank and filled in later.
Role: This is the function that this resource will be performing while assigned to the Opportunity. Roles like Account Manager, Designer, Project Manager, etc. are included when you install Resource Hero, however you can add or remove to this list by following the instructions in the following support page: Add Resources and Roles for your organization
Rate: This is an hourly bill rate that is used to calculate various Forecast and Actual amount fields.
These optional fields can be used to automatically create forecasts for a given assignment when you know, for example, that a Project Manager will work 2 hours per day from May 1 – June 15′.
The Forecast Mode field determines how the entered Hours (X) will be distributed between the Start Date and the End Date. There are currently three forecast modes:
Day – X hours will be forecasted for each work day between the Start Date and the End Date.
Week – X hours will be forecasted on the first day of each work week that falls between the start and end date.
Month – X hours will be forecasted on the first day of each month that falls between the start and end date.
Total – X hours will be evenly distributed across all work days between the start and end date.
If you were to subsequently update the Forecast Mode, Start Date, End Date or Hours fields, any forecasts between the new Start Date and End Date will be overwritten.
If you want all forecasts to be overwritten (including those that are outside the new date range) check the Overwrite All Existing Forecasts checkbox.
Ensure that only authorized users have access to these fields as the potential for data loss, i.e. a user accidentally deleting data, is high.
Fields from the Resource Assignment object and other related objects can be added to the Manage Assignments lightning component:
Name – A unique identifier for this field. In most cases will match the Field Name below but can be different.
Display Order – An integer that is greater or equal to 1. Does not need to be sequential, i.e. they can have orders of 100, 200, 3000, etc.
Header – Text that should be displayed in the column header
Field Name – this is the API name of the field that you are adding. Note: for fields from related objects, use the standard relationship notation. For example, to add the Stage field from the opportunity object, the field name would be ResourceHeroApp__Opportunity__r.StageName
While you could also add, update or remove assignments through the Resource Assignment related list on the Opportunity Detail Page or through the Resource Assignment tab itself, the Manage Assignments lightning component is designed to allow you to both view and modify assignments in the most efficient way possible.
If you are still using the Salesforce Classic UI, you can use the older Visualforce based manage assignments page. Contact support for details.