Inspire Planner's Resource Attributes feature allows you to add attributes such as skill, certification, region or expertise, to your project resources so that you can easily identify them.
The Resource Attributes feature is configurable so you are able to customize attribute types, add custom fields or add a lookup to another object. This help article will show you how to configure Resource Attributes.
To configure Resource Attributes, you must first navigate to Setup.
In Salesforce Lighting:
Click on the Gear icon at the top right corner and click on Setup.
In Salesforce Classic:
Click on the drop down arrow beside your username at the top right corner and click on Setup.
Perhaps there are additional information you would like to track as part of resource attributes. Inspire Planner allows you to create custom fields and add them to the page.
Please see Salesforce: Create Custom Fields to learn how to add new fields.
Once you've created the additional fields you need, you can then add them to the Attribute Detail page. To do so, go to Object Manager. Locate Resource Attribute from the list of objects and click on it.
Next, click on Field Sets from the menu on the left and click on Resource Attribute Custom Fields.
From the list of fields on top, drag the field to the box labeled 'In the Field Set'. The fields added to this box are displayed in the Attribute Detail page. Click on Save.
Fields on the User or Contact record can be displayed on the Resource Details page so that you can view or edit information for the resource without having to go to the user or contact record. To do so, go to Object Manager.
If you are looking to add fields from the Contact record, then locate Contact from the list of objects and click on it.
If you are looking to add fields from the User record, then locate User from the list of objects and click on it.
In either Contact or User object, click on Field Sets on the left and click on Resource Attribute Custom Fields.
From the list of fields on top, drag the field to the box labeled 'In the Field Set'. The fields added to this box are displayed in the Resource Detail page. Click on Save.
There are four (4) attribute types that come default with Inspire Planner. They are skill, certification, expertise and region. However, you are able to customize your attribute types.
Go to Object Manager. Locate Resource Attribute from the list of objects and click on it.
Click on Fields & Relationships from the menu on the left. Scroll through the list of fields, locate 'Type' then click on it.
Scroll down the page until you see 'Values'. This contains all the existing values for Attribute Type. To add a new value, click on New.
Enter one or more picklist values. Each value should be on its own line. Click on Save when finished. In the example below, we are adding two (2) new values - License and Education.
You can remove a value within the Attribute Type picklist if it is no longer needed. You have the option of either deleting or deactivating a value.
When you choose to delete a value, it means that the value will no longer appear as an option within the picklist. For records that have the value you are deleting, you have the option of replacing them with a blank value or another value of your choosing from the remaining picklist options.
When you choose to deactivate a value, it means that the value is no longer selectable but still exists for reporting and historical purposes. Records that have the deactivated value will continue to display the value.
To delete a value, click on 'Del' beside it.
You are then given a choice of replacing the value with a blank or with another value in the picklist. Click on Save.
To deactivate a value, click on 'Deactivate' beside it.