SECTIONSPSA Resourcing Lightning Component Fields
The PSA Resourcing component enables you to select from a list of resources to:
- View or edit a resource's projected schedule.
- Create an assignment for a resource.
- Remove an assignment for a resource.
- Hold a resource against a resource request.
- Unhold a resource from a resource request.
- Shortlist resources on a resource request.
Resources with contact records that have the following fields selected are displayed:
- Is Resource
- Is Resource Active
Attributes View Fields
These are the fields in the Attributes view.
| Field | Description |
|---|---|
| Availability (Percentage) |
The availability value as a percentage for each resource. This value indicates whether a resource can fully or partially cover the requested hours of work or if they are over allocated. The calculation considers a resource's total working hours available in their work calendar and their scheduled commitments, based on the Start Date and End Date fields in the filters panel. The formula is as follows: Availability (%) = ((Work Calendar Hours - Scheduled Hours) / Requested Hours) x 100 |
| Availability (Hours) |
The availability value in hours for each resource. This value is calculated by subtracting a resource's assigned and held hours from the working hours in their work calendar. Calculated using the Start Date and End Date fields in the Filters panel. You can also display resource availability as a percentage. See Resourcing Lightning Component Properties. |
| Candidate Type |
Displays whether a resource is suggested or interested.
|
| Cost Rate | The currency and cost rate for the resource. |
| Distance |
The distance between the work location of the resource and the resource request location. When the location of the resource and the requested location are the same, the value in this column is zero. When no mailing address is added in the resource contact record, the value is null. The column header has an Ascending and Descending toggle button to sort the resources. Suggested, Held, Assigned, and Pinned resources are never sorted and are displayed on the top of the grid. And the resources with the null value are displayed at the bottom of the grid. The unit that is selected on the Resource Request (km or mi) page also displays with distance. If no unit is selected then default will display from the LAB properties of the resource filter. You can change the value on the filter panel. |
| External | Indicates whether the resource is external to your business, such as a contractor. |
| Matched Skills | Displays the number of essential skills the resource matches in the resource filter. |
| Name |
Name of the resource. |
| Rank |
This column is displayed in the PSA Resourcing component when Include Recommended Resources is selected. Rank is a numerical ranking for resources calculated using the applied filters, except for the distance filter. Suggested, interested, pinned, held, and assigned resources are always displayed at the top of the results, but retain their original rank number. If they do not match the applied filters, they are still displayed at the top of the results, but their rank is blank. When the Rank column is displayed, resources are automatically sorted in rank ascending order, from 1 as the highest ranked to 200 as the lowest ranked. For more information about how the rank is calculated, see Intelligent Staffing for a Resource Request and see Resource Search Service Settings. |
| Region | The region as specified on the resource's contact record that the resource is assigned to. |
| Role | The role of the resource as specified on the resource's contact record. |
| Shortlist Status |
Displays the status of shortlisted resources.
|
| Status |
The status of the resource:
Only displayed when a resource is held or assigned. Held and assigned resources always display at the top of the resource list. |
Scheduler View Fields
These are the fields in the Scheduler view.
| Field | Description |
|---|---|
| Availability (Percentage) |
The availability value as a percentage for each resource. This value indicates whether a resource can fully or partially cover the requested hours of work or if they are over allocated. The calculation considers a resource's total working hours available in their work calendar and their scheduled commitments, based on the Start Date and End Date fields in the filters panel. The formula is as follows: Availability (%) = ((Work Calendar Hours - Scheduled Hours) / Requested Hours) x 100 |
| Availability (Hours) |
The availability value in hours for each resource. This value is calculated by subtracting a resource's assigned and held hours from the working hours in their work calendar. Calculated using the Start Date and End Date fields in the Filters panel. You can also display resource availability as a percentage. See Resourcing Lightning Component Properties. |
| Rank |
This column is displayed in the PSA Resourcing component when Include Recommended Resources is selected. Rank is a numerical ranking for resources calculated using the applied filters, except for the distance filter. Suggested, interested, pinned, held, and assigned resources are always displayed at the top of the results, but retain their original rank number. If they do not match the applied filters, they are still displayed at the top of the results, but their rank is blank. When the Rank column is displayed, resources are automatically sorted in rank ascending order, from 1 as the highest ranked to 200 as the lowest ranked. For more information about how the rank is calculated, see Intelligent Staffing for a Resource Request and see Resource Search Service Settings. |
| Resource |
Name of the resource. |
| Shortlist Status |
Displays the status of shortlisted resources.
|
Allocation View Fields
These are the fields in the Allocation view.
| Field | Description |
|---|---|
| Availability (Percentage) |
The availability value as a percentage for each resource. This value indicates whether a resource can fully or partially cover the requested hours of work or if they are over allocated. The calculation considers a resource's total working hours available in their work calendar and their scheduled commitments, based on the Start Date and End Date fields in the filters panel. The formula is as follows: Availability (%) = ((Work Calendar Hours - Scheduled Hours) / Requested Hours) x 100 |
| Availability (Hours) |
The availability value in hours for each resource. This value is calculated by subtracting a resource's assigned and held hours from the working hours in their work calendar. Calculated using the Start Date and End Date fields in the Filters panel. You can also display resource availability as a percentage. See Resourcing Lightning Component Properties. |
| Candidate Type |
Displays whether a resource is suggested or interested.
|
| Name |
Name of the resource. The resource's role is displayed if present. The resource's avatar is displayed when provided. A default avatar is displayed when the resource's avatar is not available. The resource’s suggested and interested statuses are displayed if present. |
| Project | The project associated with the assignment or resource request. Values are displayed when grouping by resource. |
| Rank |
This column is displayed in the PSA Resourcing component when Include Recommended Resources is selected. Rank is a numerical ranking for resources calculated using the applied filters, except for the distance filter. Suggested, interested, pinned, held, and assigned resources are always displayed at the top of the results, but retain their original rank number. If they do not match the applied filters, they are still displayed at the top of the results, but their rank is blank. When the Rank column is displayed, resources are automatically sorted in rank ascending order, from 1 as the highest ranked to 200 as the lowest ranked. For more information about how the rank is calculated, see Intelligent Staffing for a Resource Request and see Resource Search Service Settings. |
| Shortlist Status |
Displays the status of shortlisted resources.
|
| Status |
The status of the resource:
Only displayed when a resource is held or assigned. Held and assigned resources are always displayed at the top of the resource list. |
| Total Hrs |
The total number of hours on the schedule for the associated assignment or resource request. |
Manage Schedule Fields
The following fields are available when you click Manage Schedule.
| Field | Description | More Information |
|---|---|---|
| Daily Hours | Enter the hours for the Custom scheduling strategy in the Daily Hours fields. The Total hours field is automatically updated as you enter hours. | Managing Schedules of Resources |
| Percent Allocation |
The percentage of time allocated from a resource's work calendar hours to work on a project when the Percent Allocation scheduling strategy is selected and the schedule is created. When the Percent Allocation scheduling strategy is used, the value in the Percent Allocation field defaults from the value specified in the Percent Allocated field on the resource request. When a value is not specified in the Percent Allocated field on the resource request, the value in the Percent Allocation field defaults to 100%. |
|
| Projected Start Date |
The Projected Start Date and Projected End Date fields display for the new schedule to be created for the selected resource. These are based on the selected scheduling strategy and the start and end dates from the filter criteria. |
|
| Projected End Date | ||
| Refresh End Date | Updates the Projected End Date field and reflects the Custom scheduling strategy hours you have entered for the schedule. | |
| Requested Hours |
Requested amount of hours for the selected resource as specified on the resource request. For all scheduling strategies except Custom, the Requested Hours field displays the total hours for the selected resource as specified on the resource request. |
|
| Scheduling Strategy |
The scheduling strategy that determines how the requested hours are allocated across the resource's Select a strategy from the Scheduling Strategy picklist. For more information about scheduling strategies, see Scheduling Strategies Overview. |
|
| Total | Displays the aggregated number of requested hours when you use the Custom scheduling strategy for the resource. |
Resource Details Fields
The following fields are available when you select a resource and click 
.
| Section | Field | Description |
|---|---|---|
| Matching Skills | Aspiration | Indicates that the resource wants to learn this skill or acquire additional knowledge of it. |
| Certified | Indicates that the resource's skills certification record is accredited and active. | |
| Rating | A numerical rating for the skill or certification the resource has that matches those selected in the Resource Filter. | |
| Skills and Certifications | List of skills and certifications the resource has that match those selected in the Resource Filter. These are not necessarily all skills and certifications the resource has. | |
| View Experience | View details of the selected resource's skills experience. For more information, see Managing Skills, Certifications, and Experience for Resources. | |
| Header | Image | Image for the Salesforce user record associated with the resource from their Contact record. If there is no image, a standard resource icon is displayed. When there is no associated user, a generic icon is displayed. If a user does not have read access to the Salesforce user Id field on the Contact record, they only see a resource icon and not an image even when one has been added. |
| Resource Name | Name of the resource
from the Contact record associated with the resource. If you are viewing the Resource Request Lightning page, click the resource name hyperlink to view the contact's record page. |
|
| Resource Role | Role for the resource. | |
| Details | - | You can add additional read-only fields to a field set on the Contact object, and select the field set to display these fields in the Details section of the PSA Contact Card component. For more information, see Contact Field Sets and Contact Card Lightning Component Properties. Any additional lookup fields that you add to the PSA Contact Card component using a Contact field set must also be added to your Contact record page layout. |
| Assignment History | View History | To view the details of all the past or closed assignments a resource has worked on. For more information, see Contact Card Lightning Component Overview. |
| Availability | - |
Availability for each day in the month selected for the resource. Availability information is updated accordingly when a resource is held or assigned. For more information, see Availability. |
| Resource Schedule | Hide Zero Hour Commitments | If selected, assignments or resource requests containing zero hours within the date range are not displayed. |
| Resource Requests | List of resource requests for the selected resource that fall fully or partially within the date range. Resource requests are displayed when Show Resource Requests is selected for the PSA Contact Card component in the Properties panel of the Lightning App Builder. | |
| Assignments | List of assignments for the resource that fall fully or partially within the date range. |
|
| Scheduled Time (%) | The percentage of the resource's available time that is scheduled for each assignment or resource request within the date range. The value is calculated using the resource's work calendar and the date range. |
|
| Scheduled Time (hours) | The amount of time in hours the resource is scheduled to work on each assignment or resource request within the date range. The value is calculated using the assignment or resource request's schedule and the date range. |
|
| Available Hours | Hours available to schedule for a selected resource's assignments and resource requests within the date range. | |
| Assigned Hours | Assigned hours for a selected resource's assignments and resource requests within the date range. | |
| Held Hours | Held hours for a selected resource's assignments and resource requests within the date range. |
Filters Panel Fields
The following fields are available when you click 
.
Key: * – Mandatory field.
| Field |
|
Description |
|---|---|---|
| Display Only Shortlisted Resources | * |
Display only shortlisted, pinned, held, assigned, and suggested resources, regardless of filter criteria. If these resources do not match the applied filters, they are displayed without a rank. |
| End Date | * | The end date, as specified on the resource request, or the value selected in this field. The Start Date and End Date fields are used to determine resource availability, calculated as a percentage value. For more information, see Availability (Percentage). |
| Group | The group the resource is assigned to, as specified on their contact record. | |
| Include Sub-Groups |
Include resources in all sub-groups belonging to the selected parent group. |
|
| Include Sub-Practices | Include resources in all sub-practices belonging to the selected parent practice. | |
| Include Sub-Regions |
Include resources in all sub-regions belonging to the selected parent region. |
|
| Maximum Distance | The maximum limit of the distance between the location of the resource and the resource request site. | |
| Distance Unit | The unit of distance. | |
| Minimum Availability (%) |
The minimum availability percentage threshold value a resource must have to be returned in the resource list. Resources below this minimum threshold, and resources without a % availability value, are not returned. |
|
| Practice | The practice the resource is assigned to as specified on the resource's contact record. | |
| Region | The region the resource is assigned to as specified on the resource's contact record. | |
| Resource |
Filter by resource name. Enter one or more characters in this field. The search is not case sensitive. 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. For example, the following results return as matches when you enter "Sam":
|
|
| Resource Role | The role of the resource as specified on the resource's contact record. This value defaults to the role on the resource request. | |
| Start Date | * | The start date, as specified on the resource request, or the value selected in this field. The Start Date and End Date fields are used to determine resource availability calculated as a percentage value. For more information, see Availability (Percentage). |
| Worked With Customer | Filter resources with assignments for a particular customer. | |
| No | ||
| No Preference | ||
| Yes | ||
| Minimum Work Duration | Filters the resources based on the minimum work duration for which they were associated with the customer for past or closed assignments. This field is displayed when “Yes” is selected in the Worked With Customer field. | |
| Last Worked | Filters the resources based on when they last worked with the customer on past or closed assignments. This field is displayed when “Yes” is selected in the Worked With Customer field. |
Filters Panel Buttons
The following buttons are available in the filters panel.
|
Button |
Description |
|---|---|
| Apply | Updates the list of resources using the filter criteria specified. |
| Clear |
Clears the filter criteria values, with the exception of Start Date and End Date, as they are required fields. Clicking Clear does not update the value for Include Recommended Resources. |
| Reset | Returns the filter criteria to the default values. |
Manage Shortlist Fields
The following fields are available in the Manage Shortlist window.
| Field | Description |
|---|---|
| Name |
Name of the shortlisted resource. |
| Status |
Select the status for each shortlisted resource. The default status options can be customized by an administrator. The default status options are: Pending, Approved, Rejected. |
| Notes |
Enter notes for each shortlisted resource. For example, a reason for selecting a status on a specified resource. |
| Created By | Name of the user that added the resource to the shortlist. |
Manage Shortlist Buttons
The following buttons are available in the Manage Shortlist window.
| Field | Description |
|---|---|
 |
Deletes resources from the shortlist. |
| Cancel | Closes the Manage Shortlist window. |
| Save | Saves any changes made while in the Manage Shortlist window. |
Resource Skills Filter Buttons and Fields
The following buttons and fields are available in the Resource Skills filter.
Edit Skill Filters Buttons and Fields
The following buttons and fields are available in the Edit Skill Filters window.
| Control |
Description |
|---|---|
| All Skills | Returns resources that match all of the selected skills at the minimum rating specified. |
| All Essential Skills |
Returns resources that match all the selected essential skills at the minimum rating specified. |
| Any Skill | Returns resources that match at least one of the selected at the minimum rating specified. |
| Any Essential Skill |
Returns resources that match at least one of the selected essential skills at the minimum rating specified. |
| Cancel |
Closes the Edit Skill Filters window. |
 |Remove Skill |
Removes the skill from the grid. |
|
|Remove Skill Set |
Removes the skill set. |
| Skill or Certification |
Filter by skill or certification. Enter one or more characters in this field. The search is not case sensitive and the characters can appear anywhere in the search results. For example, if you enter "ex", you could select from
|
| Skill Set | Filter by skill set. Enter one or more characters in this field. The search is not case sensitive and the characters can appear anywhere in the search results. |
| Update | Updates the filters edited in the Edit Skill Filters window. |
Match Settings Fields
The following fields are available when you click 
.
| Field | Description |
|---|---|
| Include Recommended Resources |
When selected and a search is applied, Intelligent Staffing sorts resource results by rank ascending order. Resource attributes and specified weightings are considered. Results might include resources who do not match all filter criteria when an attribute is not considered an essential match. When selected, this enables you to modify values in the Match Settings panel. When selected, the Rank column is also displayed. When deselected, the Rank column is not displayed, and resources are sorted by availability. For more information about how the rank is calculated, see Intelligent Staffing for a Resource Request and see Resource Search Service Settings. |
Resourcing Buttons
The following buttons are available on the Resourcing tab.
|
Button |
Description |
More Information |
|---|---|---|
| Compare |
Opens the Compare Resources window. |
Comparing Resources |
| Shortlist |
Opens the drop-down menu to enable you to perform shortlisting actions.
|
Managing Resource Requests |
| Manage Schedule | Opens the window to manage a resource's schedule. | Manage Schedule Fields |
| Save | Saves any changes made while in the Scheduler view. | |
| Hold | Holds the selected resource against the resource request. | Holding Resources |
| Unhold | Unholds the selected resource from the resource request. | Unholding Resources |
| Assign | Creates an assignment for the selected resource. | Assigning Resources |
| Unassign | Unassigns the selected resource from the resource request. | Unassigning Resources |
|
Reloads the PSA Resourcing component, for example, when assignments or resource requests are created after you load the page, or if you have made a change in a different tab. | |
|
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Switches between different views: Allocation, Attributes, Scheduler | |
| Zoom Level | Changes the view between days, weeks, months, quarters, and years. The zoom level you set is saved between browser sessions. The default view is Weeks. | |
| Recenter | Centers the view to the start date of the current resource request, or the scheduled start date when a resource is held or assigned. The current zoom level is maintained. | |
|
Pins the selected resource to the top of the resource list. An icon displays in the first column of the row to indicate that the selected resource is pinned. | Pinning Resources |
|
Unpins a pinned resource from the top of the resource list. | Pinning Resources |
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Previews changes to a resource's allocations based on the resource request's preferred schedule. |
Previewing Allocation Changes on a Resource Request |
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Opens the Match Settings panel to display priority levels of the weighting custom settings. |
Resource Search Service Settings and Intelligent Staffing for a Resource Request |
|
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Opens the Resource Details panel for the selected resource. | Contact Card Lightning Component Overview |
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Opens the Preferences panel to enable you to set preferences for how the information is displayed in the PSA Resourcing component. |
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Opens the filters for the resources. | PSA Resourcing Lightning Component Overview for Filtering |
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Displays information that explains the purpose of the PSA Resourcing component. |
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