The Basics

Learn about the Resource Hero interfaces

There are several interfaces which allow you to easily create assignments and enter forecasts and actuals:

Manage Assignments Interface

The Manage Assignments lightning component allows you to quickly add, update or remove resource assignments from an Opportunity or any other object that is configured to work with Resource Hero.  The component can be added directly to the Opportunity or other objects lightning page.

For more details, view the Assigning Resources Using the Manage Assignments Lightning Component support post.

Matrix Interface

The Matrix interface works just like a spreadsheet and was designed to make it as easy as possible to enter forecasts or actuals over multple dates as easy as possible.

Standard Matrix

Using the Matrix you can:

  • Use your arrow keys to move around
  • Type directly into cells to enter data
  • Use common functions like copy, paste and drag to fill

For more details, view the Matrix Interface support post.

 

Time Tracking interface

The time tracking interface makes it easy 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.

For more details, view the Record Time Tracking – Setup and use support post.

 

Next Steps

Now that you know about the various interfaces for entering data into Resource Hero, let’s learn how to use the Manage Assignments lightning component to create and update assignments.

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