Using the Resourcing Lightning Component

To customize this component, see Customizing PSA Lightning Components.

If the start or end dates in the Resource Filter have been updated, the schedule created when holding or assigning resources respects those dates and not the start and end dates on the resource request.

Viewing or Editing Projected Schedules of Resources

Your administrator can set the default scheduling strategy. For more information, see PSA Lightning Components Overview. You can override the strategy in the Scheduling Strategy field. The default scheduling strategy value is reset when you either close the Resource Request page or reload your browser.

To view or edit a resource's projected schedule:

1. Select a resource.
2. Click Resource Details | Schedule.
3. [Optional] 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.
4. [Optional] Select the Custom scheduling strategy and do the following:
   1. Enter the hours you want in the Daily Hours fields. The Total hours field is automatically updated as you enter hours.
   2. Click Refresh End Date to update the Projected End Date field and reflect the custom hours you have entered for the schedule.
5. Click Ok. The selected scheduling strategy is applied and the start and end dates from the filter criteria.

Viewing Resource Skills and Ratings

You can display the skills and skill ratings that a resource has, as filtered in the Resource Filter component. If Match Any skills was selected, at least one skill must be matched at the specified rating for the skill.

To view a resource's skills and ratings:

1. Select a resource in this component.
2. Click Resource Details | Skills.
3. View any matching skills and associated ratings for the selected resource.
4. Click Ok.

Holding Resources

You can hold a resource against a resource request. You can hold a different resource against the same held resource request.

To hold a resource:

1. Select a resource.
2. [Optional] Click Resource Details | Schedule to select a schedule from the Scheduling Strategy picklist. For information on scheduling strategies, see Scheduling Strategies Overview.
3. Click Hold. The following are updated:
   • The Resource field is populated with the name of the selected resource on the resource request record and, where present, on the compact layout of the Lightning record page.
   • The Resource Held field is selected.
   • A new schedule is created.

Unholding Resources

You can unhold a resource and remove them from the resource request they are held against. Following a successful unhold, several fields on the disassociated resource request are updated. The resource’s status in the Resourcing component is updated to remove its “Held” value. The previously held resource is no longer pinned at the top of the resource list. The orphaned schedule that was removed from the held resource request and any EVAs on the resource request are automatically deleted.

To unhold a resource:

1. Select a resource.
2. Click Unhold. The following are updated:
   • The Resource and Preferred Schedule fields are both set to blank on the resource request record.
   • The Resource Held field is deselected.
   • The orphaned schedule and any associated schedule exceptions are automatically deleted.
   • EVAs associated with resource request are deleted.

Creating Assignments

Note:

To assign a resource to a project, you must have the Staffing permission control. For more information, see About Staffing Permission Controls.

You cannot create an assignment for a resource when:

• The resource is not selected.
• The resource request already has an assignment record.
• The Project field on the resource request is blank.
• You do not have the required permissions to access the Project field.

To create an assignment for a resource:

1. Select a resource.
2. [Optional] Click Resource Details | Schedule to select a schedule from the Scheduling Strategy picklist. For information on scheduling strategies, see Scheduling Strategies Overview.
3. Click Assign. The following are updated:
   • The Resource, Schedule, and Assignment fields are populated on the resource request record and, where present, on the compact layout of the Lightning record page.
   • The Resource Held field is deselected if a resource was previously held against this resource request.