The Resource Hero Dashboard

The Resource Hero Dashboard, also referred to as the “Mega Matrix,” allows you to see and edit assignments across multiple records and resources in one view.

The Resource Hero Dashboard
The Resource Hero Dashboard

Use the Object and List View dropdowns to control which records are displayed.  For example, selecting Opportunity from the Object drop-down and then Opportunities Closed This Week from the List View dropdown will let you see all assignments related to your Opportunity records that have closed this week.

You can access all public and private list views for any object that is configured to work with Resource Hero.

You can exclude specific objects from this dropdown by setting the Exclude From Dashboard setting on the RHA Object Translation custom setting.

The Resource Hero Dashboard List View dropdown
The List View dropdown

Use the Fields drop-down to easily switch between Forecast, Actual, and other configured fields.

You can exclude specific fields from this dropdown by setting the Exclude From Dashboard setting on the RHA Matrix Enabled Fields custom setting.

The Resource Hero Dashboard Fields dropdown
The Fields dropdown

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