Flux Planner: Customize Your Default View Settings

When the Flux Planner UI page loads, filters and settings are set to our “out-of-the-box” defaults. Your Salesforce Admin can customize the defaults for various filters. Any changes to defaults will apply to all Users.

To customize defaults, your Salesforce Admin should follow these steps:

• Go to Setup > Quick Find > Custom Settings
• Click “Manage” for Flux Global Settings
• Click “Edit”, then update any desired defaults as listed here (bullets below show acceptable text inputs for default values):
  • Default Resource Summary Based On
    • All
    • Allocation
    • Work
  • Default Resource Summary By
    • Day
    • Week
    • Current Range
  • Default Task Types to Display
    • All
    • Allocation
    • Work
  • Default Time Types to Include
    • All
    • Billable
    • Non-Billable
• Click “Save”.

Here is an example of some customized defaults: