Advanced Resource Plan Settings
On the Resource Plan settings page, expand the Advanced topic heading.
Setting | Description |
|---|---|
Capacity Month Range | You can control how far in the past and future capacity will be calculated for in the OData reporting feed (5 years maximum although 2 years or less are recommended for better performance of the OData feed). The amount of months selected will start from the current month. |
FTE Hours | If this setting is blank, your default calendars hours per day will be used for FTE to hours conversions. If you update this new setting, the value entered will be used for FTE conversions going forward. |
Pre-Filters | See Pre-Filters for details. |
Enable Private/Public Entries | When this feature is enabled, each row added to the resource plan will be private. Private rows do not show in reports, do not show on the All Plans Resource Plan page, and do not get imported into the Financial Planner. Users can change an individual row to public or can quickly change all rows to public at once using the Make Public button in the resource planner. |
Match Field | Select the method for matching named resources with generic resources. Default is Role. Options include Business Unit, or Role. |
External ID Field |
|
Pre-Filters
Pre-filters narrow the number of resources loaded into in the Resource Plan, showing users only the kinds of resources they want and improving query performance.
Add a Pre-Filter
Click the Add Pre-Filter (+) button.
Complete the Add Filter form.
Field: Select the field used to filter resources. Options include:
Business Unit
Location
Manager
Resource Type
Role
Timesheet Administrator
Timesheet Manager
Generic
Required: Select the check box to make the pre-filter required.
Max Items: Enter the maximum number of items returned in a query. There is no limit for maximum number of items returned. Fewer items returned in a query will help improve performance.
Click ADD.
