Change org-wide Resource Hero configuration settings

Change org-wide Resource Hero configuration settings to customize Resource Hero and make it work for your business. To find them, from Setup, enter Custom Settings in Quick Find, then select Custom Settings.

RHA Configuration

This custom setting contains settings that will affect all Resource Hero users.

Defining your workweek

Name	Description	Default	Valid Values
Days in Work Week	Represents the number of days in your workweek. When saving the matrix in Week or Month view, hours will be spread across all workdays.	`5`	Integers between 1 and 7
Start of Week	Represents the week day that your work week begins. When viewing the matrix in Week view, column headers will represent dates that fall on this day of the week.	`2`	Valid Values: Integers between 1 and 7: 1 – Sunday 2 – Monday 3 – Tuesday 4 – Wednesday 5 – Thursday 6 – Friday 7 – Saturday

Sorting

Name	Description	Default	Valid Values
Default Sort Type	Identifies the field by which resource assignments will be sorted in the matrix by default.	`CreatedDate`	`CreatedDate` `LastModifiedDate` `Alphabetical`
Default Sort Order	Identifies the order by which resource assignments will be sorted in the matrix by default.	`DESC`	`DESC` `ASC`

Matrix Sizing

These settings allow you to control the vertical height of the matrix on both record detail pages as well as full-screen views.

Name	Description	Default	Valid Values
Matrix Height (Inline)	Controls the height of the matrix when displayed as an inline Visualforce page on a record detail page.	`250`	Integers greater than 250
Matrix Height (Full Page)	Controls the height of the matrix when displayed full screen by clicking Full Page on any matrix or when viewing on the Resource Hero Dashboard tab.	`600`	Integers greater than 250

Find Resource settings

Name	Description	Default	Valid Values
Find Resource Criteria Match Limit	Controls the number of top criteria matched Resources that will be displayed in the table.	`200`	Integers greater than 1. Note, higher values can lead to performance issues.
Find Resource Availability Limit	Controls the number of top criteria matched Resources that will display their availability chart.	`50`	Integers greater than 1. Note, higher values can lead to performance issues.

Resource Hero Dashboard settings

Name	Description	Default	Valid Values
Exclude From Dashboard – Resource	Used to exclude the Resource object from the object dropdown on the Resource Hero Dashboard.		`true` `false`
Exclude From Dashboard – Assignment	Used to exclude the Resource object from the object dropdown on the Resource Hero Dashboard.		`true` `false`

Other settings

Name	Description	Default	Valid Values
Default Name for Resource Not Assigned	This is the default text that will display in the matrix for assignments that have not yet been assigned to a specific resource.	`Not yet assigned`	Text less than 255 characters, no special characters.
Diagnostics Enabled	Used to record debug information into the RHA Debug Data object. Should not be changed without discussing first with Resource Hero support.	`true`	`true` `false`
Refresh page on save	Controls whether the page refreshes after saving changes on a matrix that is displayed as an inline Visualforce page on a detail record page layout. You might want the page to refresh if you are displaying Resource Hero calculation fields on the layout and want them to update based on the saved data. If you are not showing calculation fields (or you just prefer that the page not refresh) change this setting to `false`.	`true`	`true` `false`
Global Hide Manage Assignments Button	Used to control the visibility of the Manage Assignments button across all Visualforce Matrixes. Removing the Manage Assignments button from an individual matrix can be done using the `ManageAssignmentsButtonVisible` setting on the custom matrix.	`false`	`true` `false`

RHA Settings

This custom setting contains settings that, by default, will affect all Resource Hero users, but can be overridden for a particular Profile or individual User.

RH Dashboard Defaults

These settings allow you to set the default values for dropdowns on the Resource Hero Dashboard. These settings are used by Resource Hero to remember each user’s last selection for Object, List View, Field, View By, and Time Range.

Name	Default	Valid Values
RH Dashboard Default: Object	`ResourceHeroApp__Resource__c`	API Name of any object that has been configured for use with Resource Hero.
RH Dashboard Default: Listview		Salesforce Id of a listview related to the object set in the RH Dashboard Default: Object setting. When left blank, will default to the first available listview alphabetically.
RH Dashboard Default: MEF	`forecast`	API Name of the Matrix Enabled Field that should be displayed by default. Valid values can be found on the RHA Matrix Enabled Fields custom setting.
RH Dashboard Default: View By		Available values can be found here: Matrix View and Time Range Options
RH Dashboard Default: Time Range		Available values can be found here: Matrix View and Time Range Options

Holiday Schedule Settings

These two settings control whether holiday forecast hours are derived from each resource’s RH Capacity instead of the flat hours defined on the Holiday record. See Enhanced Holiday Schedules for full behavior details, including the per-resource override.

Name	Description	Default	Valid Values
Use Resource Capacity For Holiday Hours	When enabled, holiday forecast hours are derived from each resource’s RH Capacity weekday hours instead of the flat hours on the Holiday record. Can be overridden per resource — see the Holiday Hours Source field on the Resource object. Note: read at the organization level only — Profile- and User-level overrides have no effect.	`false`	`true` `false`
Recompute Historical Holiday Hours	Controls whether past-dated holidays are included when reconciling holiday hours to capacity. When `false`, only current and future holidays are recomputed. Note: read at the organization level only — Profile- and User-level overrides have no effect.	`false`	`true` `false`

Time Tracking Settings

These settings control the default behavior of the Enhanced Time Tracking Component. Most of these can also be changed by an individual user from the Settings gear icon inside the component itself, which overrides the org-wide default for that user only.

Name	Description	Default	Valid Values
Time Tracking Increments	Controls the increments available in Tap Tracking mode on the RH Time Tracking component and on the RH Legacy Time Tracking component.	`{"15min":0.25, "1hr":1, "4hr":4}` (set when Resource Hero is installed). If the setting is blank, the RH Time Tracking component uses `{"15 min":0.25, "30 min":0.5, "1 hour":1, "4 hours":4}`.	The format of this value is `{"Label One":value_one, "Label Two":value_two, "Label X":value_x…}` For example, to add a value labeled “Full Day” worth `8.5` hours, change the setting to `{"15min":0.25, "1hr":1, "4hr":4, "Full Day":8.5}`.
Time Tracking Show Totals	Controls whether the Time Tracking Component displays a running totals row.	`true`	`true` `false`
Time Tracking Show Timer	Controls whether the built-in timer is available on the RH Time Tracking component.	`true`	`true` `false`
Time Tracking Show Tap Tracking	Controls whether Tap Tracking mode is available on the RH Time Tracking component.	`true`	`true` `false`
Sort Non-Zero to Top	When enabled, assignment rows with existing time entries (and any row with a running timer) are sorted above rows with no time logged.	`false`	`true` `false`
Time Tracking Include Archived In Totals	Controls whether time logged against archived assignments is included in the RH Time Tracking component’s totals.	`true`	`true` `false`
Time Tracking Billable Default	Controls whether new time entries default to Billable.	`true`	`true` `false`
Collapse Single Assignment by Default	When enabled, an assignment row is collapsed by default if it is the only assignment shown.	`false`	`true` `false`
Time Tracking Currency Display	For multi-currency orgs, controls which currency is used when displaying monetary totals in the RH Time Tracking component.	`Org Default`	`Org Default` `User Default` `Current Record`

Other Settings

Name	Description	Default	Valid Values
Disable Flags	These settings allow you to disable triggers on specific objects (like Assignments or Forecasts) or for specific processes (like Rollups or Notification Emails).		`true` `false`
Matrix Utilization Color – Under	This color is used for values that are less than a resource’s min target hours.	`#d3d3d3`	Any valid HTML color name or hexadecimal value. Note: ensure that all hexadecimal values are prefixed with the `#` symbol.
Matrix Utilization Color – Target	This color is used for values that are between a resource’s min target hours and max target hours.	`#62b762`	Any valid HTML color name or hexadecimal value. Note: ensure that all hexadecimal values are prefixed with the `#` symbol.
Matrix Utilization Color – Over	This color is used for values that are greater than a resource’s max target hours.	`#fa8072`	Any valid HTML color name or hexadecimal value. Note: ensure that all hexadecimal values are prefixed with the `#` symbol.

RHA Object Translation

Name	Description	Default	Valid Values

Name	API Name of a lookup field that exists on the Resource Assignment object that points to the object configured in the Namespace and Object Name fields.		A valid lookup field API Name that exists on the Resource Assignment object.
Name Field	This is the API name of the field on your custom object that you will show in the matrix that will link to your custom object’s detail page. Usually this will be the `Name` field, however, in certain circumstances you may wish or need to use another field. For example, if you were configuring Resource Hero on the Case object, you would want to enter `Subject`.	`Name`	A valid text or text formula field API Name that exists on the related object.
Namespace	Only used when your custom object was created as part of a managed package installation. The Namespace, if any, can be found on the object detail page.		A valid object namespace.
Object Name	This is the API Name of the object that we are configuring. Note: Both the Namespace and Object Name can be found on the Object detail page. From Setup, enter `Objects` in Quick Find, then select Objects. Click the label of the desired custom object. The namespace is listed here.		API Name of a standard or custom Salesforce object.
Exclude From Dashboard	Determines whether this object should be excluded from the RH Dashboard’s Object picklist.	`false`	`true` `false`

RHA Matrix Enabled Fields

Name	Description	Valid Values

Name	A short name that will be used to reference this setting.	Text less than 30 characters, no special characters.
Field Name	This is the API name of a number or currency field on the Resource Forecast object.
Save Button Text	Text that will display on the Save button in the matrix	Text less than 20 characters, no special characters.
Dropdown Text	Text that will display in the Resource Hero Dashboard under the Field dropdown	Text less than 80 characters, no special characters.
Notes Field Name	This is the API name of a text area field on the Resource Forecast object that will be used to enter notes within the matrix.
Exclude From Dashboard	Determines whether this field should be excluded from the RH Dashboard’s Field picklist.

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