You can leverage the power of the Resource Hero matrix on any custom numeric field created on the Resource Forecast object. This will allow you to create create a matrix on fields other than Forecast and Actual. Examples might include:
- A budget matrix that tracks dollars over time
- An FTE (full-time equivalent) matrix that forecasts by percentage
- A component matrix that tracks the number of widgets you will install
If the following example, we will create a matrix to help us track the original budget of a project.
Create required fields
Create the numeric field on the Resource Forecast object
- Field should be of type Number
- Field length is 5 with two decimal places
- Default value: 0
Create the notes field on the Resource Forecast object
- Field should be of type Text Area (Long)
- Length is 500
Create a custom setting entry
- From Setup, enter Custom Setting in the Quick Find search box
- Click Manage next to the RHA Matrix Enabled Fields custom setting
- Click the New button
- Enter the following details:
- Name: a short name that will be used to reference these settings
- Field Name: this is the API name of the numeric field that you created in the previous step
- Save Button Text: this is the text that will display on the Save button in the matrix
- Dropdown Text: this is the text that will display in the Resource Hero Dashboard under the Field drop down
- Notes Field Name: this is the API name of the text area field that you created above
Create the visualforce page
- From Setup, enter Visualforce Pages in the quick find search box, then click on the Visualforce Pages link when it is displayed
- Click the New Button
- Enter in a Label for the new page, for example, Opportunity Budget
- By default, Salesforce will automatically enter the same name in the Name field. Edit the default to remove all spaces. For example: OpportunityBudget
- In the main Visualforce Markup section, we will follow the same format that is used when we Setup Resource Hero on a custom or standard object. NOTE: The key difference is that the ActualOrForecast entry uses the custom setting name that we created in the previous step:
<apex:page standardcontroller="Opportunity" id="ResourceHeroPage">
ActualOrForecast = "budget"
ForceReadOnly = "False"
PageURL = "/apex/c__OpportunityBudget"
DefaultViewBy = "Week"
DefaultTimeRange = ""
Add the new visualforce page to your object’s layout
The new matrix can now be added to your object’s lightning page. In our example, we configured the matrix to work on the Opportunity object. Details about how to add the matrix onto the Opportunity Lightning page can be found on the Configure Resource Hero on the Opportunity object support page.