PSA 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.

Attributes View Fields
Field Description
Availability (Percentage)

The availability value as a percentage for each resource. This value displays whether a resource is completely available to cover the requested hours of work. It is calculated by subtracting a resource’s remaining hours, based on other commitments, from the total available working hours in their work calendar, using the Start Date and End Date fields in the Filters panel. This is divided by the number of hours specified on the resource request, then multiplied by 100 to generate a percentage that indicates the number of hours the resource can cover.

Whole numbers are displayed. When a resource is completely available, 100 is displayed. If a resource is utilized, 100 decreases until 0 is displayed. When a resource is over allocated, a negative value is displayed. When availability data is not available for a resource, the value is blank. This happens, for example, when the start and end dates are in the past.

Note:

If you cannot see the Availability column, or the values within it for each resource, you might need permissions for the Work Calendar and Utilization Engine objects. For more information, see Resource Request Lightning Page and Component Permissions.

You can also display resource availability in hours. See Resourcing Lightning Component Properties.
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.

Note:

If you cannot see the Availability column, or the values within it for each resource, you might need permissions for the Work Calendar and Utilization Engine objects. For more information, see Resource Request Lightning Page and Component Permissions.

You can also display resource availability as a percentage. See Resourcing Lightning Component Properties.
Candidate Type

Displays whether a resource is suggested or interested.

Note:

When a suggested resource is held or assigned, and the current resource request has the Allow Candidates to Self-Nominate checkbox selected, the status of “Suggested” will not display. Instead, the relevant status of “Held” or “Assigned” is displayed in the Status column.
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. The default status options can be customized by an administrator. The default status options are as follows:

  • Pending: Pending indicates that the resource has been added to the shortlist and is awaiting review.
  • Approved: Approved indicates that the shortlisted resource is suitable to be assigned to the resource request.
  • Rejected: Rejected indicates that the resource is no longer suitable to be assigned to the resource request.
Note:

To view the Shortlist Status column, you must have the correct permissions enabled. Contact your administrator for more information.
Status

The status of the resource:

  • Assigned
  • Held

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.

Scheduler View Fields
Field Description
Availability (Percentage)

The availability value as a percentage for each resource. This value displays whether a resource is completely available to cover the requested hours of work. It is calculated by subtracting a resource’s remaining hours, based on other commitments, from the total available working hours in their work calendar, using the Start Date and End Date fields in the Filters panel. This is divided by the number of hours specified on the resource request, then multiplied by 100 to generate a percentage that indicates the number of hours the resource can cover.

Whole numbers are displayed. When a resource is completely available, 100 is displayed. If a resource is utilized, 100 decreases until 0 is displayed. When a resource is over allocated, a negative value is displayed. When availability data is not available for a resource, the value is blank. This happens, for example, when the start and end dates are in the past.

Note:

If you cannot see the Availability column, or the values within it for each resource, you might need permissions for the Work Calendar and Utilization Engine objects. For more information, see Resource Request Lightning Page and Component Permissions.

You can also display resource availability in hours. See Resourcing Lightning Component Properties.
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.

Note:

If you cannot see the Availability column, or the values within it for each resource, you might need permissions for the Work Calendar and Utilization Engine objects. For more information, see Resource Request Lightning Page and Component Permissions.

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. The default status options can be customized by an administrator. The default status options are as follows:

  • Pending: Pending indicates that the resource has been added to the shortlist and is awaiting review.
  • Approved: Approved indicates that the shortlisted resource is suitable to be assigned to the resource request.
  • Rejected: Rejected indicates that the resource is no longer suitable to be assigned to the resource request.
Note:

To view the Shortlist Status column, you must have the correct permissions enabled. Contact your administrator for more information.

Allocation View Fields

These are the fields in the Allocation view.

Allocation View Fields
Field Description
Availability (Percentage)

The availability value as a percentage for each resource. This value displays whether a resource is completely available to cover the requested hours of work. It is calculated by subtracting a resource’s remaining hours, based on other commitments, from the total available working hours in their work calendar, using the Start Date and End Date fields in the Filters panel. This is divided by the number of hours specified on the resource request, then multiplied by 100 to generate a percentage that indicates the number of hours the resource can cover.

Whole numbers are displayed. When a resource is completely available, 100 is displayed. If a resource is utilized, 100 decreases until 0 is displayed. When a resource is over allocated, a negative value is displayed. When availability data is not available for a resource, the value is blank. This happens, for example, when the start and end dates are in the past.

Note:

If you cannot see the Availability column, or the values within it for each resource, you might need permissions for the Work Calendar and Utilization Engine objects. For more information, see Resource Request Lightning Page and Component Permissions.

You can also display resource availability in hours. See Resourcing Lightning Component Properties.
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.

Note:

If you cannot see the Availability column, or the values within it for each resource, you might need permissions for the Work Calendar and Utilization Engine objects. For more information, see Resource Request Lightning Page and Component Permissions.

You can also display resource availability as a percentage. See Resourcing Lightning Component Properties.
Candidate Type

Displays whether a resource is suggested or interested.

Note:

When a suggested resource is held or assigned, and the current resource request has the Allow Candidates to Self-Nominate checkbox selected, the status of “Suggested” will not display. Instead, the relevant status of “Held” or “Assigned” is displayed in the Status column.
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. The default status options can be customized by an administrator. The default status options are as follows:

  • Pending: Pending indicates that the resource has been added to the shortlist and is awaiting review.
  • Approved: Approved indicates that the shortlisted resource is suitable to be assigned to the resource request.
  • Rejected: Rejected indicates that the resource is no longer suitable to be assigned to the resource request.
Note:

To view the Shortlist Status column, you must have the correct permissions enabled. Contact your administrator for more information.
Status

The status of the resource:

  • Assigned
  • Held

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.

Note:

This value reflects the total scheduled hours for the associated assignment or resource request across the entire schedule, not just the days specified in the filter criteria.

Manage Schedule Fields

The following fields are available when you click Manage Schedule.

Manage Schedule Fields
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'sClosed A contact that works on a project. schedule when holding or assigning a resource.

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 Resource Details.

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.
Tip:

You can configure the PSA Contact Card component in the Lightning App Builder to use a Resource Request field set so that useful information is displayed when you hover over a resource request. For more information, see Contact Card Lightning Component Properties.
Assignments List of assignments for the resource that fall fully or partially within the date range.
Tip:

You can configure the PSA Contact Card component in the Lightning App Builder to use an Assignment field set so that useful information is displayed when you hover over an assignment. For more information, see Contact Card Lightning Component Properties.
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.
Tip: The percentage value is shown by default. Alternatively, you can configure the scheduled time to be shown in hours by selecting Show Scheduled Time in Hours on the PSA Contact Card component in the Lightning App Builder. For more information, see Contact Card Lightning Component Properties.
Note: When a resource's scheduled time is shown as a percentage, Available Hours, Assigned Hours, and Held Hours fields always show the values as hours.
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.
Tip: You can configure the scheduled time to be shown as a percentage by deselecting Show Scheduled Time in Hours on the PSA Contact Card component in the Lightning App Builder. For more information, see Contact Card Lightning Component Properties.
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 Filters.

Key: * – Mandatory field.

Filters Panel Fields
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.

Note:

Include Sub-RPGs filter fields display when you filter a parent RPG filter field in the Resource Filter. For example, a selected Group. Include Sub-Groups is displayed by default. When Group is blank, Include Sub-Groups is not displayed. This behavior matches Include Sub-Practices and Include Sub-Regions.
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.

Note:

Select Include Sub-Regions by Default in the Lightning App Builder for Include Sub-Regions to be selected by default in the Resource Filter. For more information, see Resource Filter Lightning Component Properties.
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.

Note:

To configure default behavior for the Minimum Availability (%) field in the Resource Filter, see Resource Filter Lightning Component Properties.
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":
  • Samantha Bullgrass
  • SamBul
  • Kim Asam
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.

Filters Panel Buttons

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.

Note:

After clicking Clear, Include Sub-Regions determines its default value from the Include Sub-Regions by Default component property. For more information, see Resource Filter Lightning Component Properties.
Reset Returns the filter criteria to the default values.

Manage Shortlist Fields

The following fields are available in the Manage Shortlist window.

Manage Shortlist Fields
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.

Manage Shortlist Buttons
Field Description
Delete 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.

Resource Skills Filter Buttons and Fields
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.

Notes:

Your administrator must select the Enable Desirable Skills in the Skills Management custom setting to use this option.

To see this option you must have more than one essential skill.
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.

Notes:

Your administrator must select the Enable Desirable Skills in the Skills Management custom setting to use this option.

To see this option you must have more than one essential skill.
Consider Expiration Date

Excludes resources with certifications that expire before the end date specified in the resource filter. This uses the End Date field in the Resource Filter component and the Expiration Date field on the skill or certification rating record.

Note:

You must have Read permission for the Expiration Date field to use this option.
Edit Skill Filters Opens the Edit Skill Filters window for you to edit the filters.

Edit Skill Filters Buttons and Fields

The following buttons and fields are available in the Edit Skill Filters window.

Edit Skill Filters Buttons and Fields
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.

Notes:

Your administrator must select the Enable Desirable Skills in the Skills Management custom setting to use this option.

To see this option you must have more than one essential skill.
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.

Notes:

Your administrator must select the Enable Desirable Skills in the Skills Management custom setting to use this option.

To see this option you must have more than one essential skill.
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

  • Apex
  • ExtJS
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 Settings.

Match Settings Fields
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.

Note:

Select Include Recommended Resources Default in the component properties in Lightning App Builder for Include Recommended Resources to be selected by default in the filters. For more information, see Filters Panel Properties.

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.

Resourcing Buttons

Button

Description

 More Information
Compare

Opens the Compare Resources window.

Notes:
  • The fields shown in the Compare Resources window depend on the view you are in when you click Compare. For more information, contact your administrator.
  • If your administrator has not specified custom fields for the Compare Resources window, the Resource Role, Region, Practice and Group fields are shown by default. If you cannot see these fields, contact your administrator.
Comparing Resources
Shortlist

Opens the drop-down menu to enable you to perform shortlisting actions.

  • Add to Shortlist: Adds the selected resources to the shortlist on the resource request.
  • Manage Shortlist: Opens the Manage Shortlist window. For more information, see Manage Shortlist Fields.
 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
Reload 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.  

Allocation View, Attributes View, or

Scheduler View

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.  
Pin 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
Unpin Unpins a pinned resource from the top of the resource list. Pinning Resources
Preview

Previews changes to a resource's allocations based on the resource request's preferred schedule.

Note:

This button is only enabled:

  • On the Allocation view.
  • When the resource request has a preferred schedule.
 Previewing Allocation Changes on a Resource Request
Match Settings

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
Resource Details Opens the Resource Details panel for the selected resource. Contact Card Lightning Component Overview
Preferences

Opens the Preferences panel to enable you to set preferences for how the information is displayed in the PSA Resourcing component.

  
Filter Opens the filters for the resources. PSA Resourcing Lightning Component Overview for Filtering
Information Displays information that explains the purpose of the PSA Resourcing component.