Assigning Resources by Name

Your administrator can edit the Project Field Sets and Assignment Field Sets to modify the fields that appear on the Visualforce Assign Resource to Project page.

To assign a resource on the Assign Resource to Project page:

  1. Click Assign Resource on the Assignments related list for the project to which you want to assign resources.
  2. On the Assign Resource to Project page, complete the fields described in Assign Resource to Project Fields.
    Tip: Tip
    When assigning a resource on the Assign Resource to Project page you can create the assignment with the resource's Cost Rate Amount and Currency. To do this, clear the Use Default Cost Rate checkbox and select Resource Currency from the drop-down list.

    A schedule is created, based on the scheduling strategy you selected.

  3. Click Create Assignment.The Assignment Detail page opens.
  4. Make your changes as described in Assignment Detail Fields.
  5. Click Save.

Using Assign Resource To Project [Pilot]

Your administrator must:

  • Add PSA Actions: Assignments to your project record page.
  • Display the Assign Resource to Project button on the project page by enabling the Show Assign Resource to Project (Pilot) link in PSA Actions: Assignments.
  • Assign the appropriate permissions. See Assign Resource to Project Permissions.

For more information about Lightning action containers, See “App Builder” in the Salesforce Help.

To assign a resource to a project using the Assign Resource to Project action:

  1. On a project record page, click Actions | Assignments | Assign Resource To Project. The Assign Resource To Project window is displayed. The assignment’s Start and End Date field values default from the project’s start and end dates. When the project has no start or end dates, the corresponding fields in the Assign Resource To Project window are blank.
  2. Complete the following fields:
    1. Resource. The name of the resource. This is a required field.
    2. [Optional] Resource Role. The role the resource is going to perform on this project. The picklist that displays is from the Contact object and not the Assignment object.
    3. Start Date. The start date of the assignment. This is a required field and must be a date that is equal to or earlier than the end date.
    4. End Date. The end date of the assignment. This is a required field and must be a date that is equal to or later than the start date.
  3. Click Assign. Following successful field validation, the Assign Resource To Project window closes and you are returned to the project:
    • A new assignment is created for the selected resource.
    • A link to the assignment record is displayed in the success message.
    • Scheduled hours are set.

The following assignment information is set by default.

Setting Setting Value
Assignment Name Set to the Project Name - Resource Name. This setting respects the custom settings that determine the maximum number of characters used for both the project name and the resource name. For more information, see Assignment Custom Settings.
Bill Rate Set to "Zero".
Billable Set to "False".
Cost Rate Amount Set to the resource’s default cost rate from the contact record.
Cost Rate Currency Set to the resource currency.
Cost Rate is Daily Rate Set to "False".
Currency Set to the project currency.
Project Set to the source project from which the Assign Resource to Project window was opened.
Resource Cost Rate Date Set to the assignment creation date.
Use Resource Default Cost Rate Set to "True".