Resource Request Sets Overview

A resource request set A group of resource requests. You can use resource request sets to hold more than one resource against a resource request. is a group of resource requests A means of asking for resources for a project or an opportunity.. You can use a resource request set to hold multiple resources A contact that works on a project. as candidates for a particular task. When one of the resource requests in the resource request set is staffed with the most appropriate resource, the status of the other resource requests in the same set is updated to "Canceled".

Tip:

To automatically update the Staffed fields of all other resource requests in the resource request set when a specific resource request is staffed, select Update Related Resource Requests on each resource request record in the set.

When a resource request belongs to a resource request set, you cannot edit its project, opportunity or account fields.