Create and modify planner configurations

Planner configurations determine the layout and organization of the project planner that are visible to users based on the configuration assigned to the Arrow Project Planner lightning component. The configurations also define how duration is calculated and displayed on a planner.

NOTE
Arrow PSA comes with a standard Default planner configuration that is installed in your Salesforce org when Arrow PSA is installed. The Default planner configuration includes a standard set of columns and settings for the Planner and Gantt in your system.

CREATING A NEW PLANNER CONFIGURATION

1. From the Setup menu navigate to Custom Code > Custom Metadata Types.
2. Next to the Planner Config meta data type click Manage Records.
3. In the Planner Configs custom metadata type click New.
4. Enter a Label for your Planner Configuration and define the core settings for your planner configuration.
   • Select the Duration Calculation for how the Duration is calculated based on the default business hours defined in your org or a standard calendar.
     If your Salesforce business hours are 24/7 you must use Calendar mode.
   • Select the Default Duration Unit for what units (Days, Weeks, etc.) the duration is displayed on the project planner.
     If the default duration is left blank the system will automatically detect the setting and use DD/MM/YYYY.
5. Click Save to finish or Save & New to create more Planner Configurations.