Admin Guide - Configure Resource Attributes

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.

• Add Fields to the Attribute Details page
• Add Fields to the Resource Details page
• Add Custom Attribute Types
• Assign Colours to Custom Attribute Types

Please note:

The steps in this help article must be completed by a Salesforce System Administrator as it requires access to Salesforce Setup.

Add Fields to the Attribute Detail Page

You are able to create custom fields in the Resource Attribute object and add them to the Attribute detail page. First, create your custom fields in the Resource Attribute object. Once finished, follow the steps below to add your custom fields to the Attribute detail page.

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Attribute" in the Quick Find box and click on Resource Attribute.
   
   
    
3. Go to Field Sets and click on Resource Attribute Custom Fields.
   
   
    
4. From the list of fields on top, drag the field to the box labeled 'In the Field Set'. The fields added to this box will be displayed on the Attribute Detail page. Click on Save.

Add Fields to the Resource Details Page

Fields on the User or Contact record can be displayed on the Resource Details page so that you can view or edit information about the resource without having to go to the user or contact record.
 

1. In Setup, go to Object Manager. 
   
   
    
2. 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.
   
   
    
3. In either Contact or User object, click on Field Sets on the left and click on Resource Attribute Custom Fields.
   
   
4. 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.

Add Custom Attribute Types

There are four (4) attribute types that come by default with Inspire Planner. They are as follows - skill, certification, expertise and region. However, you are able to add custom attribute types.

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Attribute" in the Quick Find box and click on Resource Attribute. 
   
   
    
3. Click on Fields & Relationships and then scroll through the list of fields, and click on Type.
   
   
    
4. 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.
   
   
    
5. 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.
   
   

Assign Colours to Custom Attribute Types

1. In Setup, enter "Metadata" in the Quick Find box and go to Custom Metadata Types.
   
   
    
2. Click on Attribute Colors.
   
   
    
3. Then, click on Manage Attribute Colors.
   
   
    
4. The default attribute types that come out-of-the-box with Inspire Planner already have colors assigned. However, you can assign colors to your custom attribute types. Click on New.
   
   
    
5. Populate the following fields:
   
   Label - enter the name of the attribute type
   Attribute Colours Name - enter the name of the attribute type
   Color - enter the hex code of the color you wish to assign (for example: #f333ff)
   Type - enter the name of the attribute type
   
   So, for example, if we have an attribute type called "Education" and we want to assign a color to it, we will enter the following:
   
   
    
6. Click on Save when finished. Repeat the steps above for each custom attribute type you would like to assign a color to.
   
   Attributes will now display in Resource Utilization component and resource detail page according to the color assigned to the attribute type.
   
   In Resource Utilization component:
   
   
   
   In Resource Detail page: