About Contacts and Resources

Resources are your organization's trackable human assets. In PSA a resource is a type of contact. PSA:

• Extends the native Salesforce Contact object to establish and maintain internal and external resources.
• Adds a new record type for resource-type contacts.
• Allows you to enter resources that are not Salesforce users.
• Allows assignment of resources to a project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., which allows you to track time actuals Totals for a given time period. and time to complete against project.
• Actuals and utilization are rolled up to the resource.
• Resources can enter skill or certification ratings, timecard A mechanism for logging time against a project or an assignment.s and expense report A mechanism for charging expenses incurred to a project or an assignment.s.
• Administrator and operations users can view a resource's assignments.
• Administrator and operations users can enter a resource A contact that works on a project.'s 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., group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., work calendar A calendar that defines the working days, hours and public holidays for a resource, region, practice or group., default cost rate, Salesforce user name, and internal/external resource designation.
• Several other PSA related lists are available on the extended Contact page: Resource Requests, Assignments, Projects Managed, and Est Vs Actuals.

Limiting Contact Operations to PSA Resource Records Only

Not all contact records in Salesforce are PSA resources. Whether a contact is also a resource depends on the value of its Is Resource checkbox. If you have the permissions to do so you can restrict PSA operations such as defaulting work calendars and working with time periods to PSA resource records only, using the settings in the Resources configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature..

Creating Resources

Depending on your organization's setup, you can create resource records:

• Manually in PSA
• Automatically from worker records created in HCM
• Automatically from worker information created in third-party HCM applications, via the REST API

For more information about creating and updating resource records automatically, see Foundations Integration.

Warning:

It is not possible to delete a resource with active assignments. We strongly recommend setting the resource's status to "Inactive" in the event a resource is no longer required.