Resources in Resource Hero represent the people, equipment, or teams you want to track for capacity planning, forecasting, and time tracking. Each Resource record maps to a single person or entity and serves as the foundation for all assignment and forecast data in the system.
Core Fields
Field
API Name
Type
Description
Resource Name
Name
Text
A clear identifier for the resource. For people, use “First Last” format. For equipment or teams, use a descriptive name.
Team
Team__c
Text
Assigns the resource to a group (e.g. Development, Design). Enables team-level reporting and capacity views.
User
User__c
Lookup
Links the resource to a Salesforce user account. Required for time tracking via the Enhanced Time Tracking Component and for personalized reporting dashboards.
Configuration Fields
Field
API Name
Type
Description
Receive Actual Hours Summary
Receive_Actual_Hours_Summary__c
Checkbox
When checked, this resource will receive automated summaries of their logged actual hours.
Archive
Archive__c
Checkbox
Removes the resource from active assignment lookups and planning views while preserving all historical data.
Legacy Fields
Field
API Name
Type
Description
Weekly Target Min Hours
Weekly_Target_Min_Hours__c
Number
Replaced by Enhanced Capacity. Minimum expected hours per week used in utilization reporting. Superseded by the Enhanced Capacity Planning system, which provides day-level capacity tracking via the Capacity subtab.
Weekly Target Max Hours
Weekly_Target_Max_Hours__c
Number
Replaced by Enhanced Capacity. Maximum expected hours per week used in utilization reporting. Superseded by the Enhanced Capacity Planning system.
Holiday Schedule
Holiday_Schedule__c
Lookup
Replaced by Enhanced Holiday Schedules. This field assigned a single holiday schedule directly to a resource. Superseded by the Enhanced Holiday Schedules system, which supports multiple schedules with date-based assignments. Existing values are preserved but new implementations should use Holiday Schedule Assignments instead.
Important Related Objects
The Resource record is the hub for several related objects that drive capacity planning, scheduling, and time tracking.
Links the resource to one or more Enhanced Holiday Schedules with effective date ranges. Automatically populates holiday time on the resource’s timesheet.
