Creating Resource Requests

Tip:

You can also create assignments and resource requests from Gantt. See Creating Assignments and Resource Requests from Gantt.

To find the resources you want to assign to resource requests, see Searching for Resources. To update, reschedule, or delete resource requests, see Updating Resource Requests.

Automatically Assigning Resources to Resource Requests

Depending on your configuration, you can automatically assign resources to resource requests from within your project. Navigate to Create Resource Requests on the Resource Requests actions panel, and select the Enable auto-assign checkbox.

Resources are only assigned when they fully match the criteria you have entered, such as the requested hours, dates, and the:

• Resource Role
• Region
• Practice
• Group
• Skills

Notes:

You must have the PSA - Create Project Resource Requests and Assign Automatically permission set assigned to use this feature. Contact your administrator for more information.

The Use Utilization Engine custom setting must also be set to True for the auto-assign feature to work.

The auto-assign process uses the Calculate End Date, Level Schedule strategy. For more information on document scheduling strategies, refer to the Assignments and Schedules Overview topic.

Skills are matched according to the minimum rating specified in the matching criteria. If no rating is specified, all resources with that skill are considered.

Creating Resource Requests

To create resource requests:

1. Click one of the following depending on configuration:
   • New on the Resource Requests related list of the project.
   • New on the Resource Requests related list in an opportunity.
   • Expand Resource Requests and click New Resource Request on a project or opportunity.
   • On a project record, click Actions | Resource Requests | Create Resource Requests. The Create Resource Requests window opens.
   • On an opportunity record, click Actions | Resource Requests | Create Resource Requests. The Create Resource Requests window opens.
2. Complete the fields described in Resource Request Fields.
3. [Optional] Do one of the following:
   • Add Skills or Certifications by applying a Skill Set or add skills individually. Select a Skill Set and click Apply Skill Set. Select a Skill or Certification and, if required, a Rating. To add more Skills or Certifications, click Add Skill.
     • Do one of the following:
       • Leave Match All selected if you want the resource to have all the added skills.
       • Select Match Any if you want the resource to have any one of the added skills.
   • If you are creating resource requests using the New button, add skills via resource skill requests. For more information, see Managing Resource Skill Requests on Resource Requests
   • Select the Enable auto-assign checkbox to allow resources to be automatically assigned to your resource requests.
4. Click Save.

Creating Multiple Resource Requests

To create multiple resource requests:

1. On the applicable project or opportunity, from the Resource Requests related list, click Mass Update Resource Requests. The name of the project or opportunity is displayed.
2. Click Create Resource Requests. PSA adds new rows for the resource requests you want to create.
3. Tip:

   Tip

   You can control the number of rows added using the empty-resource-request-lines-to-create-on-mass-update setting. See Resource Request Settings for more information.
4. In the Resource Requests Details area, for the resource requests you want to create, enter the resource request information. See Resource Request Fields for more information.
   
   
   Tip:

   Tip

   You can control the fields shown here using the mass-update-resource-request-fieldset-name field set. See Resource Request Settings for more information.
5. Click Save Updated Resource Requests. PSA confirms that the resource requests have been created and saved.
6. Click Back to Mass Update Resource Requests, Back to Project or Back to Opportunity to continue.