Resourcing Lightning Component Fields

The Resourcing component enables you to select from a list of resources to:

• View or edit a resource’s projected schedule.
• View a resource's skills and skill ratings.
• Create an assignment for a resource.
• Hold a resource against a resource request.
• Unhold a resource from a resource request.

Resources with contact records that have the following set to true are displayed:

• Is Resource
• Is Resource Active

Resources Fields

The following fields are displayed:

Key: R - Read-only.

Field		Description
% Availability		The percentage value of availability for each resource. This value is calculated from the Start Date and End Date fields in the PSA Resource Filter Lightning component. Whole numbers are displayed. When a resource is completely available, 100 is displayed. If a resource is utilized, 100 decreases until 0 is displayed. When a resource is over-allocated, a negative value is displayed. When availability data is not available for a resource, the value is blank. For example, when the start and end dates are in the past.
Cost Rate		The currency and cost rate for the resource.
External		Indicates whether the resource is external to your business, for example, a contractor.
Projected End Date	R	The projected end date of the new schedule to be created for the selected resource based on the projected start date and the selected strategy. Click Refresh End Date to update this field and reflect the custom hours you have entered for the schedule in the Resource Details panel when the Custom scheduling strategy is selected.
Projected Start Date	R	The projected start date of the new schedule to be created for the selected resource based on the projected start date and the selected strategy.
Region		The region as specified on the resource's contact record that the resource is assigned to.
Requested Hours	R	Requested amount of hours for the selected resource as specified on the resource request.
Role		The role of the resource as specified on the resource's contact record.
Scheduling Strategy		The scheduling strategy that determines how the requested hours are allocated across the resource's A contact that works on a project. schedule when holding or assigning a resource. For more information about scheduling strategies, see the Schedule table.
Status		The status of the resource: Assigned Held Suggested When a suggested resource becomes held or assigned, the relevant status of "Held" or "Assigned" is displayed. Held and assigned resources always display at the top of the resource list.

Resourcing Component Buttons

The following buttons are available on the Resourcing component.

Button	Description	More Information
Assign	Creates an assignment for the selected resource.	Creating Assignments
Hold	Holds the selected resource against the resource request.	Holding Resources
Resource Details	Opens the Resource Details dialog.	Resource Details
Unhold	Unholds the selected resource from the resource request.	Unholding Resources

Resource Details

The following tabs are available on from Resource Details dialog when you click Resource Details.

Tab	Description	More Information
Schedule	Select a strategy from the Scheduling Strategy picklist. The Projected Start Date and Projected End Date fields display for the new schedule to be created for the selected resource. These are based on the selected scheduling strategy and the start and end dates from the filter criteria. The Total field displays the aggregated number of requested hours when you use the Custom scheduling strategy for the resource. For all other scheduling strategies, the Requested Hours field displays the total hours for the selected resource as specified on the resource request.	Viewing or Editing Projected Schedules of Resources
Skills	Note: You must have filtered on at least one skill and an associated rating for this tab to display. View the skills and associated ratings based on the skills in the filter criteria you have filtered on for a selected resource.	Filtering a List of Resources