1. TaskRay
  2. TaskRay Support Guide
  3. Flux Capacity (Legacy Resource Management)

Flux Planner: Customize Your Default View Settings

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This article covers legacy Flux Capacity functionality.
  • If you are in the beginning stages of setting up resource management functionality in your org, or if you are already using TaskRay Resource Management features, refer to the new Resource Management documentation.
  • If your organization currently uses Flux Capacity for resource management, use this article if you need to get information on Flux functionality.
If you have any questions, reach out to TaskRay Support.

 

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:

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