There are several Resource Hero 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.
The Matrix interface works just like a spreadsheet and was designed to make it as easy as possible to enter forecasts or actuals over multiple dates or resources.
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 Time Tracking Lightning Component support post.
Find Resource interface
The Find Resource interface enables managers to find suitable resources based on skill sets and work The Find Resource component helps you search for resources based on resource fields and assigned skills. It can be accessed from the Find Resource button on the Manage Assignments component or from the detail page of an individual Resource Assignment record.
For more details, view the The Find Resources Component support post.
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.