Advanced customization and how to’s

Configure Enhanced Capacity

While Resource Hero can support Utilization reports out of the box, some organizations need a more dynamic way to keep track of resource capacity that may change day-to-day or week-to-week.  The following instructions will walk you through the process of setting up the required objects and fields in order to manage capacity in this way.

 

Create new Capacity object

  • In Object Manager, select “New Custom Object”.
  • Label- “Capacity”.
  • Select “Allow Reports”.
  • Select “Launch New Custom Tab Wizard…”.
  • Save.

 

Create a new lookup field to your Capacity object

  • From Object Manager, enter “Resource Assignment” in the Quick Find, and click on the “Resource Assignment” object.
  • Select “Fields and Relationships” from the menu on the left, then click the “New” button.
  • Select “Lookup Relationship” as the Field Type, and then click Next.
  • In the Related To dropdown, select “Capacity”. Click Next.
  • Field Label and Field Name will be “Capacity”. Write this down, as you will need it later. Select the “Don’t allow deletion of the lookup record…” radio button. Click Next.
  • Review Field Level Security Settings, click Next.
  • Review Page Layout Settings, click Next.
  • Review Related List settings, click Save.

 

Add RHA Object Translation custom setting entry

  • From Setup, enter “Custom Settings” in the Quick Find.
  • Click on “Manage” on “RH Object Translation”.
  • Click “New”.
  • In “Name” field, enter “Capacity__c”.( Leave the Name Field and Namespace blank)
  • In “Object Name” field, enter “Capacity__c”.
  • Save.

 

Create needed Capacity fields on the Resource Forecast object

  • From Object Manager, select “Resource Forecast”.
  • Click on Fields and Relationships, and select “New”..
  • Field Type, select “Number”. Click Next.
  • Field Label should be “Capacity”
  • Field length should be “5”, with Two decimal places. Click Next.
  • Review Field-Level Security. Click Next.
  • Add to Resource Forecast Layout.
  • Click Save & New.
  • Select “Text Area (Long)”. Click Next.
  • Field Label is “Capacity Notes”.
  • Length is “500”. Click Next.
  • Review Field-level Security. Click Next.
  • Save.

 

Create RHA Matrix Enabled Fields custom setting entry

  • From Setup, enter “Custom Settings” in the Quick Find Search.
  •  Click “Manage” next to the “RHA Matrix Enabled Fields” custom setting.
  • Click “New”.
  • Enter the following:
  • Name: “Capacity”
  • Dropdown Text: “Capacity”
  • Field Name: “Capacity__c”
  • Notes Field Name: “Capacity_Notes__c”
  • Save Button Text: “Save Capacity”
  • Uncheck box stating “Use Resource Targets”.
  • Save

 

Create the Visualforce Page

  • From Setup, enter Visualforce Pages in the Quick Find search and click on the “Visualforce Pages” link.
  • Click “New”.
  • Label is “RH Capacity”.
  • Name is “RH_Capacity”.
  • Select checkbox “Available for Lightning Experience…”
  • Copy and Paste the following into the Visualforce Markup:
<apex:page standardcontroller="Capacity__c" id="ResourceHeroPage">
    <ResourceHeroApp:Matrix ActualOrForecast="capacity"
        ForceReadOnly="False"
        PageURL="/apex/c__RH_Capacity"
        DefaultViewBy="Week"
        DefaultTimeRange=""

        MatrixHeight=""
        ManageAssignmentsButtonVisible="false"
        QuickAssignButtonVisible="false"
        ArchiveButtonVisible="true"
       NotesButtonVisible="true"
        FullScreenButtonVisible="true"
        SaveButtonVisible="true"
        NotesDefaultOpen="false"
     />
</apex:page>
Copy to Clipboard
  • Save.

 

Add the new Visualforce Page to your Capacity Object lightning page

  • From the Capacity object in the UI, create a new test capacity record.
  • From the gear icon, click Edit Page.
  • Label the new page “RH Capacity”, or a label of your choosing.
  • Drag a Visualforce component to the layout.
  • Select “RH Capacity”
  • Change the height setting to 350px. Click OK.

  • Add RH Manage Assignments Lightning Component to the page.
  • Save.

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