Using the Resource Filter in the PSA Resourcing Lightning Component

Tip:

To use Intelligent Staffing to rank resources, see Intelligent Staffing for a Resource Request.

The Region, Practice, Group, Resource Role, and Start and End Date fields default to the equivalent values on the resource request. For more information, see Resource Request Details Fields.

The Skill or Certification and Minimum Rating fields in the Skills filter default to any resource skill requests associated with the resource request. For more information, see Resource Skill Request Fields.

The default value of the Include Sub Regions field is determined by a Lightning App Builder setting. After clicking Clear, Include Sub-Regions determines its default value from Including Sub-Regions by Default in the component properties. For more information, see Resourcing Lightning Component Properties.

For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

Note:

If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

Filtering a List of Resources

For more information about the fields available in this filter, see Resourcing Lightning Component Fields. For more information about controlling the weighting applied for a match on the Role, Region, Practice, and Group fields when filtering resources in this filter, see Resource Search Service Settings.

To filter a list of resources:

1. [Optional] In the Resource field, enter at least one character from the name of the resource. Resources associated with an account beginning with the same characters as those you enter for the resource name search are also returned in any results.
2. [Optional] Select a role from the Resource Role picklist.
3. In the Region field, enter at least two characters to start the search and press Enter.
4. [Optional] Click Show All Results for " ". The Select Region window opens with the searched string in the Search field and displays all related items in the grid.
5. [Optional] Select the region from the grid and click Select. The selected region is added to the Region field.
6. [Optional] Select the practice, or group you want to use in your search.
7. [Optional] Deselect the relevant sub-RPG checkbox if required. The sub-RPG checkboxes are selected by default. Deselect the relevant checkbox to only see resources that match the Region, Practice, or Group.
8. [Optional] Select "Yes", "No", or "No Preference" in the Worked With Customer field.
9. When “Yes” is selected in the Worked With Customer field, you can:
   1. [Optional] Select the minimum duration of work in the Minimum Work Duration field.
   2. [Optional] Select when the resource last worked for the customer in the Last Worked field.
10. [Optional] When filtering by a set of skills, select Consider Expiration Date if you want the Resource Filter component to take the expiration date of skills into account.
11. [Optional] Use a set of skills or filter by individual skills and certifications to quickly filter resources by. For more information, see Creating Skill Sets.
12. Click Apply to update the list of resources using the filter criteria specified.
13. [Optional] Click Clear to remove all filter criteria values including skills and ratings with the exception of Start Date and End Date which are required fields and cannot be removed.
14. [Optional] Click Reset to revert the filter criteria to their default filter values.

Filtering a List of Resources by Skills and Certifications

Note:

To filter by skills and certifications, an administrator must have granted you the relevant permissions.

Instead of filtering by individual skills or certifications, you can add a list of skills to filter resources:

1. [Optional] Select Consider Expiration Date to exclude resources with certifications that expire before the date specified in the End Date field of the filter.
2. Click Edit Skill Filters to open the Edit Skill Filters window.
3. In the Skills Selection section, select Skill or Certification or Skill Set from the record selector field. By default, the Skill or Certification is selected.
4. In the Search field, enter at least two characters of the skill or skill set and press Enter.
5. [Optional] Click Show All Results for " ". The Select Skill or Certification window opens with the searched string in the Search field, and all the related items are displayed in the grid. You can customize the columns in the grid by adding custom field sets to the fields Skills Custom Lookup Columns and Skill Sets Custom Lookup Columns. For more information, see Skills Management Settings.

Note: The search is performed on all the columns available in the grid, providing greater options for searching the skills. The Search Results window shows up to 500 records.

6. [Optional] Select the skill, certification, or skill set from the grid and click Select. The selected skill or certification or skill set is added to the Search field in the Skills Selection section.
7. To add the skill, certification, or skill set to the table, click Add.
8. Click to edit the Minimum Rating.
9. [Optional] Click to select the skill type as Essential or Desirable in the Skill Importance column.
10. Deselect the skills from the skill set table that you don’t require. By default, all the skills in the skill set are selected.
11. [Optional] Click | Remove Skill to remove the skills and certifications added.
12. [Optional] Click | Remove Skill Set to remove the skill sets added.
13. [Optional] Do one of the following:
    • Leave All Skills selected if you want the resource to have all the added skills.
    • Select Any Skill if you want the resource to have any one of the added skills.
14. [Optional] Do one of the following:
    • Leave All Essential Skills selected if you want the resource to have all the added essential skills.
    • Select Any Essential Skill if you want the resource to have any one of the added essential skills.
15. Click Update. Your changes are updated and reflected under the Skills section in the Resource Filter.
16. You can directly select or deselect the skills in a skill set and skills or certifications added under the Other Skills in the Skills section. These changes are also reflected in the Edit Skill Filters window.
17. Click Apply to update the list of resources using the skills filter criteria specified.

Notes:

Your administrator must select Enable Desirable Skills in the Skills Management custom setting, to show the Skill Importance column and mark the skills as essential or desirable.

If you deselect all the skills in a skill set, the entire skill set gets removed from the Skills section.

If you deselect a skill under the Skills and Certifications, that skill is removed from the Skills section.

If you deselect all the skills in the Skills and Certifications, the entire Skills and Certifications section gets removed from the Skills section.

The Consider Expiration Date checkbox is not visible when no skills are added under the Skills section

You can always add them back, by clicking Edit Skill Filters.

For more information on skill sets, see Creating Skill Sets.

Match Settings

You can configure the match settings used by the component. To configure the settings, click . This enables you to:

• Control the way the Resourcing component matches resources to your resource requests using different criteria
• Amend the weightings of the individual filter fields.

The filter fields are:

• Role
• Region
• Practice
• Group
• Worked with Customer
• Custom Fields

You can amend each filter field’s weighting from 1 (Suggested) to 4 (Essential).

To save your amended match settings, Click Apply. To reset your match settings, click Reset.

The priority is the order of priority given to match inputs. For example, if availability is the first priority it is considered the most important aspect of a match. If resources have equal availability, the second priority will be considered to determine their rank. If you do not use skills in your org, the skills option still appears but is disregarded in the matching process.

Filtering a List of Resources by Maximum Distance

Note: To filter by maximum distance, you must ensure that the Show Distance Filter checkbox is selected in the Resource Filter panel of Lightning App Builder for the PSA Resourcing component and your administrator must assign you permissions for the Distance fields. This is deselected by default.

You can use the Distance fields in the filter panel of the Resource Request page to filter the resources by the maximum distance. For more information on distance fields, see Resourcing Lightning Component Properties.

Match Settings cannot be configured for the Distance fields. For more information, see Match Settings.

To filter resources:

1. Click . The Filter panel displays.
2. In the Maximum Distance field, enter a positive number. For example, 120.
3. In the Distance Unit field, select one of the following from the picklist.
   • Kilometer (km)
   • Miles (mi)
4. Click Apply to display the list of filtered resources. You can view the distances of resources from the work location in the Distance column. The distances of the locations of these resources from the resource request location is less than or equal to the specified distance.

Notes:

• Suggested, held, assigned, and pinned resources continue to appear at the top of the list of resources, even when the resources are filtered by maximum distance. For more information, see Using the Resource Schedule.
• If the Maximum Distance and Distance Unit fields are left blank on the Resource Request page, in that case, on the filter panel, Maximum Distance and Distance Unit fields will show the default values specified in the Lightning App Builder properties. If a value is specified on the Resource Request page, it will take priority over the default values in the Lightning App Builder properties.
• The resources without a mailing address for whom distance is not calculated are displayed at the bottom of the grid.
• The Distance column on the grid will not be visible when the distance values for all resources are null. This happens when all contacts have no mailing address or the longitude and latitude coordinates are blank on the Resource Request. The longitude and latitude coordinates might be blank on the Resource Request page because the Work Address fields are left blank. In this case, you can view a message. Update the Work Address fields and wait for the process to complete. This is an asynchronous process, so it might take some time. Refresh the page to view the updated values in the Distance column.