Resource Request Settings

Resource Requests

You can control the behavior of the Create Resource Request and Generate Resource Requests from Project Task Assignments pages using the settings in the Resource Requests configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature..

Key:
O – Obsolete.
B – Affects task-based resourcing.

Setting	Key	Description	Default Value
allow-to-assign-a-resource-with-different-role	B	When creating an assignment or held resource request using task-based resourcing and using 'By Resource' to split PTAs, determines that the resource defined on the PTA is assigned by the PTA role, irrespective of the contact role.	False
auto-update- pta-with-assigned-resource	B	When generating task-driven resource requests, indicates whether the Resource lookup on source project task assignments is automatically updated to match the resource assigned on the resulting assignment. You must staff a resource request for this setting to take effect.	False
auto-update-pta-with-held-resource	B	When generating task-driven resource requests, indicates whether the Resource lookup on source project task assignments is automatically updated to match the resource held on the resource request. You must have a held resource request for this setting to take effect.	False
auto-update-rr-with-assigned-resource	B	If true and the assigned resource changes, the source resource request lookup is automatically updated to match the resource.	False
copy-percent-allocated		Indicates whether the percent allocated value on a resource request is copied to the assignment when assigning a resource on the Assign Resource page and the Search Resources page.
copy-planned-bill-rate		Indicates whether the resource's planned bill rate is to be copied to the Planned Bill Rate field on a resource request.
copy-resource-role		Indicates whether the resource's role is to be copied to the Resource Role field on a resource request.
copy-zero-bill-and-cost-rates		Indicates whether the suggested bill rate or average cost rate values that are set to zero on the rate card are copied on a resource request. Note: This configuration option is also applicable for assignments.	False
copyRRMilestoneToAssignment		Indicates whether the trigger code that copies milestones from resource requests to assignments fires. This determines whether the milestone on a resource request is copied to the related assignment when it is created from the resource request.
create_RR_only_ where_all_info_available_on_PTA	B	Indicates how project task assignments are handled when generating task-driven resource requests. If set to true, only project task assignments with all required information will be considered when generating resource requests. If set to false, missing required information will be treated as null and processed. The information required depends on the options that you choose to generate resource requests based on. Note: Even if set to true, this setting has no effect on additional or user-defined fields in the field set referenced by the pta_fieldset_to_split _resource_request setting.	False
create-resource-request-with-no-opp-update-permission		Indicates whether a user without access to an opportunity can create a resource request from a project task assignment. When set to true, you can create a resource request from the Generate Resource Requests from Project Task Assignments page by clicking Preview Resource Request without having to select the Opportunity field on the resource request. The default value is false.	False
create-rr-if-pta-not-having-resource-when-create-assignment	B	Determines how project task assignments without a resource are handled when assignments or held resource requests are created. If true, users are prompted to create resource requests for any project task assignments without a resource after creating assignments or held resource requests.	False
custom-primary-skill-lookup	O	Indicates whether a customizable lookup is displayed when you click the Primary Skill or Certification lookup on a resource request. The columns that you can select for display in this lookup are defined in the custom-primary-skill-lookup-columns configuration option. This lookup respects sharing rules as configured on the Skills and Certifications object. For more information about sharing, search for "Sharing Rules" in the Salesforce Help.
custom-primary-skill-lookup-columns	O	Contains a comma-delimited list of API field names to display on the customizable Primary Skill or Certification lookup.
default-no-primary-skill		This configuration option is not currently supported in PSA.
default-request-priority		Default value in the Request Priority field on a resource request.
default-resource-role	B	Default value in the Resource Role field on a resource request. When generating resource requests from project tasks, you can choose to apply the default value to resource requests where a value for resource role cannot be determined.
default-role-on-rate-card-set		Sets the default resource role for rate cards that have not been associated with a rate card set on the Create Rate Card Set page. See Rate Card Fields for more information.
default-start-and-end-dates-from-project		Indicates whether PSA sets default start and end dates when creating a resource request in the context of a project. When you set this configuration option to true, the default start and end dates are also copied to resource requests that are created out of a project template.
empty-resource-request-lines-to-create-on-mass-update		Determines the number of rows to add when a user clicks Create Resource Requests on the Mass Update Resource Requests page. See Mass Managing Resource Requests for more information.
ensure-skill-requests-saved-with-resource-request		Indicates whether users are prevented from saving a parent resource request when they do not have permissions to create a resource skill request.
group-required		Indicates whether the Group field on the Resource Request page is a required field.
hide-bill-rate-column	B	Determines whether the Bill Rate column is hidden on the Generate Assignments from Project Task Assignments UI. Determines whether all Bill Rate fields including any sub and grand totals are hidden from the Unfilled Resource Requests UI.	False
hide-cost-rate-column	B	Determines whether the Cost Rate column is hidden on the Generate Assignments from Project Task Assignments UI. Determines whether all Cost Rate fields including any sub and grand totals are hidden from the Unfilled Resource Requests UI.	False
hide-hours-avg-cost-rate-column	B	Determines whether the Hours * Avg Cost Rate column including any sub and grand totals are hidden on Generate Resource Requests from Project Tasks, Generate Held Resource Requests from Project Tasks, and Unfilled Resource Requests UIs.	False
hide-hours-suggested-bill-rate-column	B	Determines whether the Hours * Suggested Bill Rate column including any sub and grand totals are hidden on Generate Resource Requests from Project Tasks, Generate Held Resource Requests from Project Tasks, and Unfilled Resource Requests UIs.	False
hide-overlap-pta-with-resource-role		Determines whether project task assignments that overlap with a resource request's or assignment's resource role are hidden. If true, overlapping project task assignments are hidden.
hide-overlap-pta-with-start-and-end-date		Determines whether project task assignments that overlap with a resource request's or assignment's start and end dates are hidden. If true, overlapping project task assignments are hidden.
ignore-pta-not-having-resource-when-create-assignment	B	Determines if a project task assignment can be created without a resource when creating assignments or held resource requests. If true, project task assignments without an assigned resource are ignored.	False
mass-update-resource-request-fieldset-name		Defines the name of a field set containing resource request fields to display as columns in each row on the Mass Update Resource Requests page.
notes-required		Indicates whether the Notes field on the Resource Request page is a required field.
percent-allocated-required		Indicates whether the Percent Allocated field on the Resource Request page is a required field.
planned-bill-rate-required		Indicates whether the Planned Bill Rate field on the Resource Request page is a required field.
practice-required		Indicates whether the Practice field on the Resource Request page is a required field.
precedence-for-rate-cards		Contains a comma separated list indicating the precedence of rate cards when there is more than one matching rate card. Note: Object API names start with a pse__ prefix as determined by the default value. When you want to change the order of precedence, and change the value from the default, type the API name for objects and remove the pse__ prefix. For example, Group__c instead of pse__Group__c.
pta_fieldset_ to_split _resource_request	B	Determines additional attributes by which to split task-generated resource requests and assignments. Enter the API name of a field set (on the project task assignment object) containing either project task assignment or project task fields, including user-defined fields. The fields in the referenced field set will be available to select on the Generate Resource Requests from Project Task Assignments, Generate Held Resource Requests from Project Task Assignments, and Generate Assignments from Project Task Assignments pages. Note: The fields in the referenced field set are not affected by the create_RR_only_where_all_info_available_on_PTA setting.
pta-filter-fieldset-name		Defines the name of a field set containing project task and project task assignment fields to display as filter fields on the Mass Link Project Task Assignments with a Resource Request and an Assignment page.
region-required		Indicates whether the Name field on the Resource Request page is a required field.
requested-bill-rate-required		Indicates whether the Requested Bill Rate field on the Resource Request page is a required field.
Resource-search-default-logic		Indicates whether you can use OR logic in a skill-based search on the Search Resources page.
rr-name-required		Indicates whether the Name field on a resource request is a required field.
rrset-cancellation-status		Status to set on other resource requests when a resource request belonging to the same resource request set is staffed.
show-planned-bill-rate	O	This setting is now obsolete.
show-status	O	This setting is now obsolete.
suggested-resource-required		Indicates whether the Suggested Resource field on the Resource Request page is a required field.
use-highest-bill-rate-cost-rate-margin		When set to true, rate cards will use the highest margin between the suggested bill rate and the average cost rate. If this setting is not selected, rate cards will use the highest bill rate.	False
use-resource-request-sets		Indicates whether PSA uses resource request sets and determines whether fields in a resource request set are automatically updated. For more information, see Update Related Resource Requests.

Cost Rate on Resource Request Search

You can hide the cost rate on the Resource Request search (Assign Resources) page from users using Field Level Security.

Advanced Search Filters

You can control whether advanced search filters are enabled on the Assign Resource section of the Resource Request page using these settings in the Resource Single Staffer configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature..

Key: N - Not currently supported

Field		Description	Default Value
assign-using-existing-schedule		If true, when you click the Assign link next to the resource, the resource is assigned using the existing schedule (if any) associated with the resource request. When a schedule doesn’t exist on the resource request, a schedule is created based on the chosen or default scheduling strategy and parameters.	False
default-groups-filter-search-values	N	Not currently supported. The Group filter defaults to the group on the Resource Request.
default-practices-filter-search-values	N	Not currently supported. The Practice filter defaults to the practice on the Resource Request.
default-regions-filter-search-values	N	Not currently supported. The Region filter defaults to the region on the Resource Request.
default-role-filter-search-value	N	Not currently supported. The Role filter defaults to the role on the Resource Request.
default-skills-filter-search-values	N	Not currently supported. The Skills filter defaults to the skills on the Resource Request.
DefaultCostRateVisible		Indicates whether the Default Cost Rate column is available on the Assign Resource section of the Resource Request page.
hold-using-existing-schedule		If true, when you click the Hold link next to the resource, the resource is held using the existing schedule (if any) associated with the resource request. When a schedule doesn’t exist on the resource request, a schedule is created based on the chosen or default scheduling strategy and parameters.	False
MaxAssignmentResults		Maximum number of assignments that overlap the start and end date of Resource Request that are counted for each resource in a search.
MaxResourceRequestResults		Maximum number of resource requests counted for each resource in a search when the preferred schedule overlaps the dates of the Resource Request.
MaxResourceSearchResults		Maximum number of resource records to be returned when searching for resources in the Assign Resource section of the Resource Request Detail page.   Note: Setting this value higher than the default can result in errors if the number of records to be processed exceeds platform limit.	20
MaxSkillResults		Maximum number of skills to display in detail (expanded) view of resource, ordered by rating in descending order.
ShowPlannedBillRate		Indicates whether the Planned Bill field is displayed in the Resource Request Detail section.
UnitType		The organizational hierarchy to use when viewing resources on the Assign Resource page.
use-sharing-setting	N	Not currently supported. All records are displayed.