Admin Guide - Resource LWC - BETA - Add Fields to Resource Profile

The Resource Profile makes it easier to manage resource details by bringing important information together in one place. Previously, resource details—such as hourly rates and working hours—were stored directly in the Salesforce User and Contact object, which created challenges around permissions, complexity, and data sensitivity.

With the integrated Resource Profile:

• Resource management is simpler and more secure.
• Permission requirements are reduced, making it easier for teams to manage resource information.

For more information on the integrated Resource Profile, please see Resource LWC - BETA - Integrated Resource Profile.

You can customize the Resource Profile by adding custom fields and selecting which fields are visible when viewing a profile. This help article walks you through the steps to configure these settings.

Add Custom Fields to Resource Profile

This section will show you how to add custom fields to the Resource Profile.

1. In Object Manager, enter "Resource Profile" in the Quick Find box and go to Resource Profile.
   
   
    
2. Go to Fields & Relationships and then click on New.
   
   
    
3. Use the guided steps on-screen to help you create a new custom field.
   
   
    

Add Fields to the Resource Profile Panel

When you click on a user or contact in either the Utilization or Resources subtab within Resource Management, Inspire Planner will automatically check if a Resource Profile already exists. If it doesn’t, one will be created for you. The Resource Profile will then appear on the right side of the screen.

The fields you see in the Resource Profile panel are controlled by the Resource Management field set. This section guides you on how to add fields to the field set so they appear in the Resource Profile panel.

1. In the Resource Profile object, go to Field Sets. Then, click on Resource Management Fields.
   
   
    
2. From the list of available fields at the top, drag the fields you want into the “In the Field Set” box. The order in which you place them here is the order they will appear in the Resource Profile panel. Click Save to apply your changes.