Support
Release Notes
RH Dashboard Enhancements
Specific objects and fields can now be excluded from the Resource Hero Dashboard picklists. The Exclude from Dashboard setting can now be found on both the RHA Object Translation and RHA Matrix Enabled Field custom settings.
The Resource and Resource Assignment objects can also be excluded from the Resource Hero Dashboard object dropdown by adding exclude entries in the RHA Configuration custom setting.
Also in this release:
- Improved error handling in the Enhanced Time Tracking component so that validation rule and other messages are presented to the user in a more consistent way.
RH Projects
Effortlessly forecast hours to projects and get the most accurate estimate of your team’s utilization into the future, predict your pipeline of revenue, and make better data-driven decisions, whether you’re managing a small team or overseeing a large-scale project, with the RH Project object.
Snapshots
Snapshots allow you to capture a point-in-time picture of your forecasts at the beginning or key stages of a project. As your forecasts evolve due to scope changes, staffing challenges, or other issues, Snapshots enable you to track and analyze how these changes unfold over time.
RH Status lightning component
The RH Status component is designed to report the status of rollup operations for the current in-focus record. It provides real-time feedback on whether rollup operations have been completed successfully, are pending, or have encountered errors.
Enhanced Reporting
As Resource Hero is built 100% natively on the Salesforce.com platform, you can take advantage of the platform’s robust reporting and analytics capabilities. Gain insights with new utilization, time tracking, and project reports.
Supported Editions
As of the v12.0 release, we will no longer support the Group and Essentials editions of Salesforce. This decision allows us to implement more advanced features that are essential for maximizing the value of Resource Hero, such as Custom Report Types, which are not available in these editions.
NOTE: After installing v12, please note that there are essential post-installation steps that must be completed to ensure the proper functionality of the update. These steps may include assigning necessary permission sets or configuring specific settings.
Patch v11.11.3
- Resolved an issue where displaying the Enhanced Time Tracking component on an app’s utility bar would obscure help text bubbles.
- Resolved an issue where the incorrect icon was displayed for custom lookup fields in the Manage Assignment component.
- Resolved an issue where notes entered in the Matrix interface were not being saved properly.
- Resolved an issue with currency conversion in currency-based matrices when associated records (like Opportunities or Projects), Resource Assignments, and Resource Forecasts have mismatching currency ISO codes.
Patch v11.10.1
- Improved performance of custom lookup fields in the Manage Assignments component.
Find Resource component available in Flow Builder
- The Find Resource component helps you search for resources based on resource fields and/or assigned skills. Typically accessed from the Manage Assignments component, you can now use the Find Resource component inside of a custom screen flow.
Lightning Component Security Update
- With the release of the Resource Hero v11.9 Lightning Component Security Update, we are introducing significant security enhancements to several of our lightning components, with the goal of bolstering our application’s security and aligning with Salesforce’s fundamental value of Trust.
Patch version 11.8.1
- Added additional display options to the Enhanced Time Tracking Component. Primary Display Field Count allows you to customize the number of fields that should be displayed on the primary display line. Show More Toggle, when true, will hide all secondary fields by default until the user clicks the Show More link.
Patch version 11.7.1
- Hours/notes now save in a single transaction from both the Matrix and Legacy Time Tracking interfaces. This makes it easier to implement validation rules requiring that, for example, actuals can’t be entered without an accompanying note.
- Fixed an issue with utilization coloring not updating until after the Matrix was saved.
Manage Assignments Component Enhancements
- Using the Resource Assignment Field Set Name setting, use field sets to determine which fields are displayed and which of those fields are required.
- When using the Default Relationship Field setting, parent fields are no longer required to be on the layout. For example, you do not need to show the Opportunity field when adding the Manage Assignment component to the Opportunity lightning page.
- Headings of required fields now show a red asterisk.
- Improved object and field level security handling
Upcoming Feature Retirements
The following features are set to be retired in an upcoming release:
- Resource Hero Copy component – Created prior to many of the declarative automation tools being available on the platform, customers should migrate this logic to a custom Flow.
- Manage Resources list view action button found on the Resources tab – Created prior to Salesforce’s release of lightning experience, customers should instead leverage list views and inline editing.
- Legacy Manage Assignments Visualforce Page – All customers should migrate to use the new Manage Assignments lightning component.
Find Resource Component
- General performance enhancements
- Using the Find Resource Criteria Match Limit setting, control how many skilled resources are displayed
- Using the Find Resource Availability Limit setting, control how many returned skilled resources display their next six month availability chart.
Enhanced Time Tracking Interface
The updated Resource Hero Time Tracking interface is designed to help organizations that need more granular time tracking, need to differentiate between billable and non-billable hours, and categorize time.
Multiple Time Entries per Assignment, per Day
You can now create multiple Resource Forecast records for the same assignment on the same day. Besides enabling the Enhanced Time Tracking Interface, it also simplifies loading data into Resource Hero from external systems.
Patch version 10.1.11
- Fixed an issue in the Find Resource component related to TextArea and Multi-Select Picklist fields
- Fixed an issue where unlicensed users could still access Resource Hero interfaces
- Fixed an issue where matrix utilization coloring was not updating until after the user saved on matrices configured on custom objects.
Find Resources on the Manage Assignments screen
The Find Resource component helps you search for resources based on resource fields and assigned skills. It can be accessed from the Find Resource button on the Manage Assignments component or from the detail page of an individual Resource Assignment record.
Skills
Identify the skills and attributes that you would like track as an organization on the Resource Hero Skills tab.
Skill Assignments
Track your resource’s skills and skill proficiency. Skill Assignments can be used as criteria when using the Find Resource functionality when staffing an assignment.
More in this release
My Timesheet Matrix
This new matrix can be added to the Home tab, on standalone Lightning Pages, and on pages within your Experiences / Communities and will only show assignments that have been assigned to Resources related to the currently logged-in user.
New rolling time ranges
We’ve added some additional time range options within the matrix, including Next 7 Days, Next 14 Days, Next 30 Days, etc.
Assignment Exclusion Field controls on all Resource Hero interfaces
Allows you to control exactly which records should be included in any Resource Hero interface. For example, you could have a time tracking matrix that only includes Project assignments and Opportunity assignments where the probability is greater than 75%.
More in this release
- Setting to restrict matrix assignments to the logged-in user
- RH Dashboard selections now sticky for each user
- Accessibility: modify matrix colors for each user
Manage Assignments lighting component
Replaces the older visualforce-based component and lets you manage assignments without having to navigate away from your opportunity (or other configured object’s) lighting page.
Time Tracking Summary Notification Email
Allows you to generate automatic emails to your resources that show them the last 7 days of tracked time. This can serve as validation for hours that have already been entered or as a reminder for those who might have forgotten to enter their time.
Support for Salesforce Multi-Currency
Organizations that manage resources across multiple countries can take advantage of Salesforce Multi-Currency support to ensure values are entered and displayed in the appropriate currency as needed.
Time Off Request Enhancements
Organizations that manage resources across multiple countries can take advantage of Salesforce Multi-Currency support to ensure values are entered and displayed in the appropriate currency as needed.
