Set a Resource's Working Hours per Day

You can set a resource's (user or contact) working hours per day which Inspire Planner then references when plotting hours for the resource on the Resource Allocation page. The working hours you specify is deemed the maximum number of hours that a resource is available per day. If you do not specify working hours for a resource, then Inspire Planner assumes that the resource has 8 working hours per day.

This help article will walk you through how to modify the User and Contact page layouts to add the Working Hours per Day field and also walks you through how to set the Working Hours for a resource. 
 

• Add Working Hours per Day Field on User Page Layout
• Add Working Hours per Day Field on Contact Page Layout
• Set the Working Hours per Day for a User
• Set the Working Hours per Day for a Contact
• Set the Working Hours per Day via Resource Management Page

Add Working Hours per Day Field on User Page Layout

This section walks you through how to modify the User Page Layout to include the Working Hours per Day field.

1. Click on the Gear icon at the top right corner and go to Setup. 
   
    
    
2. In Setup, go to Object Manager. 
   
    
    
3. Enter "User" in the Quick Find box at the top right and click on User from the list of Objects. 
   
    
    
4. Go to User Page Layouts from the menu on the left. 
   
    
    
5. Click on the drop down arrow to the right of the User page layout you are using and click on Edit. 
   
    
    
6. From the list of available fields on top, drag Working Hours Per Day to your desired area on the page. Click on Save when finished. 
   
    
    

Add Working Hours per Day Field on Contact Page Layout

This section walks you through how to modify the Contact Page Layout to include the Working Hours per Day field.

1. Click on the Gear icon at the top right corner and go to Setup. 
   
    
    
2. In Setup, go to Object Manager. 
   
    
    
3. Enter "Contact" in the Quick Find box at the top right and click on Contact from the list of Objects. 
   
    
    
4. Go to Page Layouts from the menu on the left. 
   
    
    
5. Click on the drop down arrow to the right of the Contact page layout you are using and click on Edit. 
   
    
    
6. From the list of available fields on top, drag Working Hours Per Day to your desired area on the page. Click on Save when finished. 
   
   

Set the Working Hours per Day for a User 

This section walks you through how to set the Working Hours per Day for a User.

1. Click on the Gear icon at the top right corner and go to Setup. 
   
    
    
2. In Setup, enter "User" in the Quick Find box at the top left corner and click on Users. 
   
    
    
3. Locate the User you would like to set the Working Hours per Day for and click on Edit beside their name. 
   
    
    
4. In the Working Hours per Day field, enter the maximum number of working hours per day for the User and click on Save when finished. 
   
   

Set the Working Hours per Day for a Contact 

This section walks you through how to set the Working Hours per Day for a Contact. 
 

1. Go to the Contact's record and go to the Details Tab. 
   
    
    
2. Locate the Working Hours per Day field and click on the pencil icon beside it. 
   
    
    
3. In the Working Hours per Day field, enter the maximum number of working hours per day for the Contact and click on Save when finished. 
   
   

Set the Resource's Working Hours per Day via Resource Management Page

You can also adjust the resource's (user or contact) working hours per day in the Resources Tab in Resource Management.

1. Go to Resource Management. 
   
    
    
2. Click on the Resources tab. 
   
    
    
3. By default, only users are displayed on the page. You can set select the type of resource displayed using the checkboxes on top of the list. 
   
    
    
4. Click on a resource's name (user or contact). The resource's details will display on the page. In the example below, if the user clicks on the resource “Allison Sanders”, it loads the resource's record on the right side. If the resource is a user, it pulls the information coming from the user's record. If the resource is a contact, it pulls the information from the contact's record. 
   
   Please note: 
   You must have Salesforce Admin permissions to be able to modify a user's record. This means that if you do not have access to users in Salesforce, you are not able to adjust the user's information. 
   
   
    
    
5. Click on Edit to make changes. You can then enter or adjust the value for “Working Hours per Day”. Click on Update when finished.