Project Team - Add Total Planned and Total Actual Effort Fields

The Project Team is consisted of the resources you are assigning tasks to. When a Project Team record is created where the Role is defined for the resource, Inspire Planner automatically assigns Tasks with the same Role (for more information, please see Auto Assign Tasks to Project Team Members using Roles). 

When Planned Effort is defined for a task that is assigned to a resource and when the resource logs their time against their assigned tasks, Inspire Planner rolls up the Total Planned Effort and Total Actual Effort on the Project Team record for all the tasks assigned to the resource on the Project.

This help article walks you through the configurations needed to see the Total Planned and Total Actual Effort on the Project Team.

Please Note:  You must be a Salesforce System Administrator to complete the configurations outlined in this help article.

Enable Access to Effort Fields on the Project Team Object

You will need to grant access to both the Total Planned Effort and Total Actual Effort fields on the Project Team Object.

1. Click on the Gear Icon at the top right corner and go to Setup.
   
   
    
2. Go to Object Manager.
   
   
    
3. Enter "Project Team" in the Quick Find box at the top right corner and click on Project Team.
   
   
    
4. Go to Fields & Relationships.
   
   
    
5. Enter "Total" in the Quick Find box and click on Total Actual Effort.
   
   
   
    
6. Click on Set Field-Level Security.
   
   
    
7. Set it to "Visible" for all user profiles. Then click on Save. 
   
   
    
8. Repeat the steps above for Total Planned Effort.
    

Add Effort Fields to Project Team Page Layout

Next, you will need to add the Total Planned Effort and Total Actual Effort Fields to your Project Team Page Layout.

1. While still in the Project Team Object, click on Page Layouts. Then click on the page layout you are using.
   
   
    
2. From the list of Fields, drag Total Planned Effort and Total Actual Effort to your desired area on the page. Then click on Save.