Configure Resource Hero on the Opportunity object

After installation, an administrator must configure Resource Hero on the Opportunity object.

Add components to your lightning page

  1. While viewing an opportunity record, click the gear icon in the top-right corner, then click Edit Page.  Once the Lightning App Builder opens, the following components can be added to the page:
    • RH Manage Assignments lightning component
    • Resource Hero Time Tracking lightning component
    • Opportunity Forecast visualforce page
    • Opportunity Actual visualforce page
  2. Components can be added directly to the page or within tabs, accordions, etc.  Once complete, click the Save button.
Configure Resource Hero on the Opportunity lightning page

Add fields to your page layouts

  1. From setup, click on the Object Manager tab
  2. Search for Opportunity, then click on the Opportunity object.
  3. On the left side, click on Page Layouts, then click on the specific layout that you want to edit.
  4. After adding fields to your layout, click Save.

Related Support Posts:

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