Resource Requests Overview

You can use a resource request A means of asking for resources for a project or an opportunity. to ask for a resource before the start of a project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..

On the New Resource Request page, you enter specific details to help identify the right resources for the project. You can add a workflow to the system to notify operations staff members when new resource requests are created.

You can assign resources to created resource requests, or directly to projects, as shown in the table below:

Task	More Information
Complete the Assign Resource section on the resource request.	Assigning Resources
Load, preview, and convert unheld resource requests into held resource requests or assignments in the Resource Planner.	Loading Resource Requests into the Resource Planner Previewing and Creating Assignments When Viewing Resource Requests
Skip the resource request step and assign resources directly to your project from the Assignment related list on the project.	Assigning Resources by Name
Request resources to work on a project.	Creating Resource Requests Copying Resource Requests from a Project Template

Rate Cards

You can create rate cards to automatically attach a suggested bill rate and average cost rate for a resource role on an account In this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. Certinia accounts can be any Account Record Type., region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practice A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects.. See Rate Cards Overview and Setting up Rate Cards.

Rate Card Discounts

You can apply a rate card discount percentage to unassigned or unheld opportunity and project resource requests. See Applying Rate Card Discount.