Resource LWC - BETA - Integrated Resource Profile

Last Modified On: June 13, 2025

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.

To begin using the integrated Resource Profile, your Salesforce System Administrator will need to enable it through custom settings and follow the setup steps provided in this guide: 

Admin Guide - Resource LWC - BETA - Enable the Integrated Resource Profile.

This help article also explains what to expect once the integrated Resource Profile is enabled and how to use it effectively.

Resource Profiles - Explained

The Resource Profile simplifies resource management by consolidating key details in one place. It includes the resource’s Default Billable Rate, Default Cost Rate, Working Hours per Day, Default Allocation Model, and Time Tracking preferences—all easily accessible and manageable from a single view.

Additionally, any filters the resource applies in the Utilization subtab (such as project status, task status, or date range) are also saved in their Resource Profile for convenience.

When Integrated Resource Profile is Enabled

• When viewing a user or contact in the Resources subtab in Resource Management, you’ll no longer see the Hourly Rate and Working Hours Per Day fields directly on the user or contact record. These details are now part of the resource’s Resource Profile, providing a centralized place to manage key resource information. To update a resource’s hourly rate or working hours, simply open their Resource Profile and make your changes there.
   

• When you click on a user or contact in the Resources subtab within Resource Management, Inspire Planner automatically checks if they already have a Resource Profile. If one doesn’t exist, Inspire Planner will automatically create it for you. Any existing Hourly Rate and Working Hours Per Day from the user or contact record will be copied into the corresponding fields on the new Resource Profile—making setup quick and easy.
   

  • Existing value in the user/contact Hourly Rate is automatically copied to the Resource Profile Default Billable Rate
     
  • Existing value in the user/contact Working Hours per Day is automatically copied to the Resource Profile Working Hours per Day
     

• When the integrated Resource Profile is enabled, Resource Utilization will use the Working Hours per Day from the Resource Profile. If the feature is not enabled, it will continue to use the values from the User or Contact record.
   

• As noted earlier, 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.

In the Utilization subtab - you can edit values in the Resource Profile record simply by clicking on the Edit icon to the right of the field. To save your changes, click on the Save button at the bottom of the Resource Profile panel.

In the Resources subtab - you can edit values in the Resource Profile record simply by clicking on the Edit button in the top right corner. To save your changes, click on the Save button at the bottom of the Resource Profile panel.

• When Use Effort to Calculate Cost is enabled, when you create Project Team records in a project and leave the Billable Rate and Cost Rate fields blank, Inspire Planner follows a specific order to find the rates:

  • It first checks if there’s a Rate Card linked to the Project Team.

  • If there’s no Rate Card, it looks for a Resource Profile and uses the Default Billable Rate and Default Cost Rate from there.

  • If the Resource Profile doesn’t have rates, only then does it reference the Hourly Rate from the User or Contact record.
     

Since Inspire Planner prioritizes the Resource Profile for rates, we don’t recommend disabling the integrated Resource Profile once it’s enabled, as the system will continue to look for rate values there first.