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    Resource Planning Setup

    Used to configure defaults for Resource Planning Boards.

    General FastTab

    field Name Description
    Background color rule Specifies a how backgrounds in planning boards should be colored.
    Only work days in estimate Specifies if only work days should be included in estimates.
    PM Work Permission Set Specifies a Work Permission Set to use when the user is the Project Manager of the Project on a Work Assignment.
    LM Work Permission Set Specifies a work permission set to use when the user is a Line Manager of the Resource on a Work Assignment.
    PE Work Permission Set Specifies a Work Permission Set to use when the user is a Project Executive.
    Progressus Project Limitation Specifies if Progressus Project Permissions are used to limit if Work Assignment can be edited. For more information on Progressus Project Permissions, see: Project Card - Permission FastTab, and Project Permissions.
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