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All of the features and functionality that you can use out of the box on the Opportunity object can be applied to other standard and custom objects by following the steps below.
This step will allow Resource Hero to know how to find your custom object.
Name (Ex. Project__c) – This is the API name of the Resource Assignment lookup field that we created in the previous step.
NameField (Ex. Name) – This is the API name of the field on your custom object that you will show in the matrix that will link to your custom object’s detail page. Usually this will be the Name field, however, in certain circumstances you may wish or need to use another field. For example, if you were configuring Resource Hero on the case object, you would want to enter Subject.
Namespace – Only used when your custom object was created as part of a managed package installation. The Namespace, if any, can be found on the object detail page.
Object Name (Ex. Project__c) – This is the API Name of the object that we are configuring. Note: Both the Namespace and Object Name can be found on the Object detail page. From Setup, enter the word Object in the quick find search box, then click on the Objects link on the left. Click on the Label of the desired Custom Object. The namespace is listed here.
Depending on how you plan to use Resource Hero, you can create a custom matrix for forecasting, tracking actuals, and even other types of numeric fields. Details on creating a new matrix Visualforce page can be found here: Create a Custom Matrix.
While viewing a record from your object, click the gear icon in the top-right corner, then click Edit Page. Once the Lightning App Builder opens, the following components can be added to the page:
Resource Hero has a built-in mechanism that automatically rolls up aggregates from related assignments to your standard or custom object. Details about out of the box rollups can be found here: Resource Hero Rollup Fields
Information about creating your own custom rollups can be found here: Customized Rollups