Record Time Tracking – Setup and use

With the Resource Hero Time Tracking interface it is now more convenient than ever to view and update actuals throughout the entire platform. The Time Tracking Interface can be added on the Home tab, Resource detail page and any object detail page that is configured to work with Resource Hero, such as Opportunities, Cases, and Project.

This feature allows users to:

  • View all assignments, record actuals and take notes
  • Quickly record hours spent directly from the record layout without having to find a row in a matrix or sort through assignments that are unrelated
  • See total number of hours worked that have been recorded
  • Create new assignments and record hours without leaving the Time Tracking Component

Available now for Lightning Experience, the Time Tracking Interface will be a valuable feature for both long and short duration assignments where resources need a way to quickly track their time.

Note:  You must have My Domains enabled in your salesforce org to use Record Time Tracking. For details, view the Prerequisite – My Domain support post.

 

Adding Record Time Tracking to your Lightning Pages

From the Home tab or any record detail page, click the gear icon at the top right corner, select Edit Page to open the Lightning App Builder

In the list of Lightning Components on the left, scroll down to the Custom – Managed section

Drag the RecordTimeTracking component onto the layout

You can customize the component by using the available controls on the right side of the screen:

Show Archived Assignments – should archived records be included in the list of assignments?  When adding the Record Time Tracking component to Opportunity or other ‘related’ records, it is recommended to set this to true.  When adding the component to the Resource page layout or the Home tab, this setting should be set to false.

  • true (default)
  • false

Row label field – the API name of the Resource Assignment field that should be used as the label for each assignment record.

  • ResourceHeroApp__Role__c (default)
  • Any other Resource Assignment field including formula fields

Prepend related record name to row label – should the name of the related record be appended to the beginning of the row label?  When adding the Record Time Tracking component to Opportunity or other ‘related’ records, it is recommended to set this to false.  When adding the component to the Resource page layout or the Home tab, this setting should be set to true.

  • true
  • false (default)

Once satisfied with your settings, click the Save button

The Record Time Tracking component is now available on your page

 

What data will be displayed in this component

Only assignments that are related to the current logged in user that is viewing a page will display in the Record Time Tracking component.

A resource record is associated to a Salesforce user by populating the User field on the Resource record:

 

Adding assignments

To create a new assignment, expand the row titled Add new assignment:

Update field values as appropriate, then click the Save button

Fields that are displayed on the Add new assignments section can be customized by editing the Record Time Tracking Default field set on the Resource Assignment object.

Have more questions?

Contact Us