Mass Managing Resource Requests

On the Manage Resource Requests window, you can manage resource requests, skills and certifications for resource requests, and recalculate schedules when working with projects and opportunities.

Note:

You can also assign multiple held resource requests from projects and preview the assigned and unassigned resource requests.

The Manage Resource Requests window contains the following tabs that are only visible on the project record page:

• Unassigned: Displays the unassigned resource requests with statuses, for example,"Draft", “Ready to Start”, "Held", or "Tentative".
• Assigned: Displays all the assigned resource requests with statuses for example, "Assigned" and "Canceled".

Managing Resource Requests

To manage resource requests from projects and opportunities, your administrator must:

• Add PSA Actions: Resource Requests to your default Project and Opportunity record pages.
• Ensure the Manage Resource Requests link is shown in PSA Actions: Resource Requests by enabling the Show Manage Resource Requests action.
• An administrator can use field sets to control the fields that appear on this page. For more information, see Customizing Columns for Manage Resource Requests. Depending on the permissions assigned, you can view and access the fields on the Manage Resource Requests window.

To manage multiple resource requests:

1. On your opportunity or project record page, click Actions | Resource Requests | Manage Resource Requests. The Manage Resource Requests window opens. Resource requests with "Draft", “Ready to Start”, "Held", "Tentative" statuses are listed in the Assigned tab and resource requests with "Assigned" or "Canceled" are listed in the Unassigned tab.
   Notes:

   • If you are managing resource requests from projects, you will view the Unassigned and Assigned tabs. However, when managing resource requests from opportunities, these tabs are not visible.
   • You can sort the table by the data in a particular column by clicking on that column's heading. This sorts text data alphabetically and numerical data in ascending order. To reverse the sort order, click the column heading a second time.
2. Click on the editable fields and make your changes. You can customize the columns displayed in the Manage Resource Requests window. For more information, see Customizing Columns for Manage Resource Requests.
3. [Optional] If you want to edit multiple resource requests, select them in the Manage Resource Requests window, then:
   1. Click on a field that you want to edit and make your changes.
   2. Select the Update Selected Items checkbox if you want to apply the same update to all the selected resource requests.
   3. Click Apply. The fields that have been updated are highlighted.
4. [Optional] Select the resource requests that you want to remove from the project and click . The Delete Resource Requests window displays. Click Delete.
5. [Optional] Select one or more resource requests and click Manage Skills to edit their skills and certifications. Update the skills in the Manage Skills window as described in Managing Resource Request Skills.
6. Click Save.
7. Click Done. The window closes and returns to the project or opportunity page.

Managing Resource Request Skills

To update and manage skills, certifications, and skill sets on resource requests:

1. On your opportunity or project record page, click Actions | Resource Requests | Manage Resource Requests. The Manage Resource Requests window opens.
2. On the Manage Resource Requests window, select one or multiple resource requests and click Manage Skills. The Manage Skills window opens.
3. In the Skills Selection section, select Skill or Certification or Skill Set from the record selector field. By default, Skill or Certification is selected.
4. In the Search field, enter at least two characters of the skill or certification or skill set and do one of the following:
   1. Press Enter or click Show all results. The Select Skill or Certification or Select Skill Set window displays the string you searched for in the Search field, along with all the related skills, certifications, or skill sets.
   2. Select one of the drop-down options visible in your Search field when you type the initial letters of skills or certifications or skill sets. The selected skill, certification, or skill set is added to the grid in the Skill or Certification or Skill Set section.
5. [Optional] On the Select Skill or Certification or Select Skill Set window, click Show All. Items are displayed in the grid. You can customize the columns in the grid by adding custom fields in the Skills Custom Lookup Columns and Skill Sets Custom Lookup Columns field sets. For more information, see Skills Management Settings.

6. [Optional] Select the skills, certifications, or skill sets that you want to update on the selected resource requests from the grid. Click Select. The selected records are added to the grid on the Manage Skills window.
7. [Optional] Click to edit the minimum rating.
8.  Do one of the following:
   1. Leave All Skills selected if you want the resource to have all the added skills.
   2. Select Any Skill if you want the resource to have any one of the added skills.
9. [Optional] In the Skill Importance column, click to select the skill importance as Essential or Desirable. Your administrator must select the Enable Desirable Skills checkbox in the Skills Management custom setting to view the Skill Importance column and mark the skills as essential or desirable. When your administrator selects the Enable Desirable Skills checkbox in the Skills Management custom setting, All Skills and Any Skill options change to All Essential Skills and Any Essential Skill respectively.
10. [Optional] Do one of the following:
    1. Leave All Essential Skills selected if you want the resource to have all the added essential skills.
    2. Select Any Essential Skill if you want the resource to have any one of the added essential skills.
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. Leave any skills or certifications deselected that you don't want to update on the selected resource requests.
14. To add the skills, certifications, or skill sets to the selected resource requests, click Save. The Manage Skills window closes. The Skills and Certifications column shows the latest updated resource skills, certifications, and skill sets.
15. If you have any unsaved changes, click Save, or cancel.

Notes:

• Duplicate skills are not allowed. A skill can either be essential or desirable. If the selected resource requests already have the same skill with different skill importance, the Manage Skills window displays the value Essential in the Skill Importance column. When you click Save, all selected resource requests are updated with the same.
• Duplicate skills with different ratings are not allowed. If the selected resource requests already have the same skill with different ratings, the Manage Skills window shows the skill with a blank rating field. When you click Save, all selected resource requests are updated with the same.
• Duplicate skill sets are not allowed. If the selected resource requests already have the same skill set, the Manage Skills window displays one skill set. The duplicate skills and skill ratings within the skill set are similarly managed, along with the other skills and certifications.

Assigning Multiple Held Resources Requests

To assign multiple held resource requests to a project, you must have the Staffing permission control. For more information, see About Staffing Permission Controls.

Warning:

You cannot assign multiple held resource requests when:

• The resource requests are not selected.
• The resources are inactive.
• The resource requests already have an assignment associated.
• The resource requests are unheld.
• You do not have the required permissions to access the Manage Resource Requests action.
• If the Staffer Approval checkbox is selected, resource requests will not be assigned. Deselect the Staffer Approval checkbox to assign resources.

Notes:

• The Assign Held button is only visible on the Project record page.
• The Unassigned and Assigned tabs are only visible on the Project record page
• An administrator can use field sets to control the fields that appear on this page. For more information, see Customizing Columns for Manage Resource Requests. Depending on the permissions assigned, you can view and access the fields on the Manage Resource Requests window.

To assign multiple held resource requests:

1. On the Project record page, click Actions | Resource Requests | Manage Resource Requests. The Manage Resource Requests window displays and the Unassigned tab lists all resource requests with statuses such as ‘Draft, “ Ready to Start”, “Held”, or “Tentative”.
2. Select one or more resource requests from the Unassigned tab and click Assign Held. This assigns resource requests that are currently in the held status. If the Preferred Schedule field is blank, the “Calaculate End Date, Level Schedule” strategy is used.
   1. If needed, edit the field values in existing resource requests before assigning them. Once done, select the resource requests to assign and click Assign.
   2. If there are unsaved changes, a confirmation window appears. To save your changes and assign the held resource requests, click Save and Assign.
   3. To discard your changes and assign the held resource requests with their original values, click Discard Changes. PSA confirms that only the resource requests that are held is assigned.
   4. To continue editing the fields of one or more resource requests, click Continue Editing.
3. The resource requests will be assigned or canceled and will appear in the Assigned tab. After the resource requests are assigned or canceled, all fields become non-editable.
4. Click Save.
5. Click Done. The window closes and returns to the project or opportunity page.

Filtering Resource Requests

You can use the filter panel to focus on the resource requests you want to view:

1. Click to open the filter panel.
2. [Optional] In the Resource Roles lookup field, search for and select one or more statuses to filter the resource requests. The Resource Roles field is blank by default.
3. [Optional] In the Status lookup field, search for the status to filter the resource requests. By default, the "Assigned" status is selected in the Assigned tab. In the Unassigned tab, the field is blank.
4. Click Done.
5. If there are unsaved changes, a confirmation window appears. To continue editing the field of one or more resources, click Continue Editing.
6. To discard your changes for the edited resources and keep their original values, click Discard Changes.
7. To save your changes, click Save.
8. Click Apply.
9. [Optional] Click Clear to clear the searched filter values.
10. [Optional] Click to close the filter panel.

11. Click Done. The window closes and returns to the project or opportunity page.

Recalculating Resource Request Schedules

Note:

Your administrator can batch submit or schedule the recalculation of all rescheduled resource requests. See PSA Administration.

You can recalculate schedules for related resource requests on a project when project tasks or project task assignments are updated. Estimated hours on the parent project task are equally divided between all resource requests on the project.

Schedules exceeding 24 hours in a day are not updated or rescheduled.

See the following for more information:

• auto-recalculate-schedule-for-held-resource-requests
• Eligible for Schedule Recalculation

To recalculate resource request schedules:

1. On a Project page, click Resource Requests | Recalculate Resource Request Schedules.
2. Click Recalculate.