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
, which allows you to track time actuals
and time to complete against project.
- Actuals and utilization are rolled up to the resource.
- Resources can enter skill or certification ratings, timecard
s and expense report
s.
- Administrator and operations users can view a resource's assignments.
- Administrator and operations users can enter a resource
's region
, practice
, group
, work calendar
, 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.
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.