Configure Resource Hero after upgrading to v5.3+ from a previous version

Once you have Resource Hero installed in your org, there is a limitation as to which components we are able to update as part of the upgrade process.  With this in mind, please ensure that the following configuration steps are completed after you upgrade to v5.3:

Update Resource Assignment field help text

  1. From Setup, enter Object in the Quick Find search box, then click on Object Manager.
  2. Click on the Resource Assignment object
  3. Click the Edit link next to the following fields and enter the following updated Help Text:

Forecast Mode:  This field determines how the entered Auto Forecast Hours will be distributed between the Start Date and the End Date. Making updates to this field may overwrite existing forecasts.

Start Date:  Making updates to this field may overwrite existing forecasts.

End Date:  Making updates to this field may overwrite existing forecasts.

Auto Forecast Hours:  This field is used in conjunction with the Forecast Mode field to determine how many hours will be distributed between the Start Date and the End Date. Making updates to this field may overwrite existing forecasts.

 

 

Update Resource Assignment page layout

  1. From Setup, enter Object in the Quick Find search box, then click on Object Manager.
  2. Click on the Resource Assignment object
  3. Scroll down to the list of Page Layouts and click edit next to the Resource Assignment Layout
  4. Click the wrench icon for the Auto Forecasts (Insert Only) section
  5. Delete the following text:  (Insert Only)
  6. Save the layout
  7. Repeat the above steps for any layouts that may have been cloned from this one.

 

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