Resource Request Fields
Here is a description of the fields and buttons on a
resource request
A means of asking for resources for a project or an opportunity. record.
Resource Request Details Fields
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.
Key:
* – Mandatory field
R – Read-only
| Field | Description | |
|---|---|---|
| Account | The Account ID. If the opportunity entered when creating the resource request has an account In this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. Certinia accounts can be any Account Record Type. associated with it, the resource request includes the account ID. If the opportunity doesn't have an account associated with it, but the project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. entered on the resource request does, the resource request is created with the project's account ID. |
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| Account Link | Link to the account associated with the related opportunity or the related project. | |
| AccountId | The ID of the account associated with the related opportunity or the related project. | |
| Allow Candidates to Self-Nominate | If selected, allows prospective candidates to view this resource request and express interest. A maximum of five candidates can express interest. An assignment is not created. | |
| Assignment | The assignment to which the resource request relates. When you copy resource requests from a project template, the related assignment is copied. | |
| Average Cost Rate | Average Cost Rate Currency Code and Average Cost Rate Number combined. | |
| Average Cost Rate Currency Code | Currency to use for the Average Cost Rate Number. | |
| Average Cost Rate Number | Average cost rate for the resource. | |
| Distance Unit | The unit of distance. | |
| Eligible for Schedule Recalculation |
This checkbox is selected automatically when project tasks or their associated tasks are updated, added, or deleted, either on the Salesforce platform or in PSA. Any of these changes make the resource request schedule eligible for recalculation. To recalculate the resource request schedules on a project record, click Resource Requests | Reschedule Resource Requests. This updates the start and end dates, and requested hours of the PTAs on the eligible resource requests. The checkbox is deselected after the recalculation.
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| Exclude from Planners | If selected, excludes the resource request from Work Planners and from the Resource and Project Planners. Any excluded resource requests are omitted from totals calculations in all planners and from color coding in the Resource and Project Planners. | |
| Exclude from Utilization | If selected, excludes the resource request from utilization calculations. | |
| Information for Prospective Candidates | Details to help prospective candidates decide whether to self-nominate for this resource request. | |
| Margin | Indicates the resource margin against a resource request. | |
| Match All | Indicates whether the resource is to be matched against all skills on the resource request or against any skills. | |
| Maximum Distance | The maximum limit of the distance between the location of the resource and the resource request site. | |
| Milestone | Milestone to which the resource request applies. | |
| Notes | Place to enter notes. | |
| Number of Resources | Number of resources like this you need. | |
| Opportunity | R | Opportunity to which the resource request relates. |
| Opportunity Probability | R | Opportunity Probability from the opportunity record to which the resource request relates. |
| Percent Allocated | Proportion of time (as a percentage) the resource will spend on the project. Must correspond with dates and requested hours. | |
| Planned Bill Rate | The bill rate used during planning activities on fixed price resource requests when the actual bill rate is zero. | |
| Preferred Schedule |
The preferred schedule that can be retained when holding or assigning resources on resource requests. When you copy resource requests from a project template, the related preferred schedule is copied. When you create held resource requests, the Preferred Schedule field is used to trigger the automatic generation of estimates versus actuals comparison records. |
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| Primary Skill Minimum Rating |
The minimum rating for this primary skill or certification. |
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| Primary Skill or Certification |
The primary skill or certification required. |
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| Project/Opportunity | Name of the related project/opportunity. | |
| Processing Stage | Indicates the current processing stage of the resource request. | |
| Rate Card | The rate card Suggested bill rate or average cost rate for a resource role in a region, practice or group. You can use these rates for information purposes in resource requests. number to use to obtain the suggested bill rate and average cost rate number. |
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| Region/Practice/ Group | RPG pool from which this resource should come. | |
| Related Resource Request Staffed On | Date and time on which a resource request in the same resource request set was staffed. | |
| Request Billable Amount | Requested Bill Rate multiplied by the Requested Hours. | |
| Request Priority | Priority of the resource request. | |
| Requested Bill Rate | Bill rate your project will charge for this resource. | |
| Requested Hours | Estimated number of hours for the resource. | |
| Requires Staffing |
This field is automatically selected when the resource request's status is "Ready to Staff", "Held", or "Tentative". If the resource request has another status, this field is automatically deselected. |
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| Resource |
The name of the resource that is assigned to the resource request. This field will always be blank for unfilled resource requests. When you copy resource requests from a project template, the related resource is copied. |
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| Resource Held |
Indicates whether the resource is to be reserved for this resource request. |
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| Resource Request Name |
Name of the resource request. |
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| Resource Request Set | Lookup to the resource request set to which the resource request belongs. | |
| Resource Role | * | The role of the resource that you are requesting. This picklist must match the corresponding picklist on the resource/contact. If you modify this field on the Resource Request object, you must make sure that the same modifications are made on the Contact object. This field may populate automatically if you generate resource requests based on project tasks. |
| Self-Nomination Deadline | The closing date for self-nominations. | |
| Shortlist | Lookup to the related shortlist. Contains information about the shortlist and shortlist resources on the resource request. | |
| Source Resource Request | The source resource request from which the resource request is copied. This field is updated only when the resource request is copied from a template. | |
| Staffed Related Resource Request | Lookup to the related resource request in the same resource request set, which has been staffed. | |
| Staffer Approval Required |
When this field is selected, and you add a resource to the Resource field on a resource request, this prevents assignments being automatically created on the resource request. When this field is selected, and you attempt to assign a resource on the Resourcing tab, an error message is displayed. |
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| Start/End Date | * | Estimated start and end dates. |
| Status |
Status of the resource request. When you copy resource requests from a project template, the status of the resource request is copied. |
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| Suggested Bill Rate | Suggested Bill Rate Number and Suggested Bill Rate Currency Code fields combined. | |
| Suggested Bill Rate Currency Code | Currency code to use for the Suggested Bill Rate. | |
| Suggested Bill Rate Number | Suggested rate to bill the customer for time booked by the resource. | |
| Suggested Resource | Name of a specific resource that you would like to use. | |
| Update Related Resource Requests | Indicates whether staffing fields on the resource request are updated when another resource request in the same resource request set is staffed. For more information, see Managing Resource Request Sets. | |
| DEPRECATED: Utilization Run | The ID of the utilization run that most recently processed this resource request. |
Services CPQ
Additional fields are available for use with Services CPQ. For more information, see Resource Request Fields.
Resource Requests List View Buttons
| Button | Description |
|---|---|
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Add Resource Requests from Template |
Copy all or selected resource requests from an existing project to your current project or opportunity. The existing project does not need to be marked as a template. |
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Assign Selected |
Assign one or more selected held resource requests from the list view on the Resource Request page. |
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Mass Update Resource Requests |
Update multiple resource requests which have not been assigned or held on a project or opportunity. |
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Request Project Resources |
Request resources to work on a project from a project record |
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Request Resources |
Request resources to work on a project from an opportunity record. |
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Reschedule Resource Requests |
Recalculate schedules for related resource requests on a project when project tasks or project task assignments have been updated. |
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View in Resource Planner |
Load and preview unheld resource requests in the Resource Planner that are associated to projects. |
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View Unfilled Resource Requests |
See all unfilled resource requests on a project. |
Resource Skill Request Fields
The resource skill requests related list contains fields that allow you to list and request the skills and minimum ratings you need a particular resource to have.
Key:
* – Mandatory field
R – Read-only
Assign Resource
The Assign Resource section contains fields that allow you to search for resources to hold or assign to the Resource Request.
Your administrator can control the fields that display in this section using the Assign Multiple Resources to Project Filter Options field set.
Search results are returned when they match the combination of values that you choose for: Resource Name AND Skills AND Region AND Practice AND Group AND Role.
The suggested resource is always displayed in blue at the top of the search results. Inactive resources are not included in the search results.
Key:
* – Mandatory field
AND – AND filter.
| Field | Filter |
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Description |
|---|---|---|---|
| Cascade | When checked, the applicable region, practice or group selected also includes all respective sub-regions, practices or groups as appropriate in the hierarchy for inclusion in the search for resources when Refresh Matched Resources is clicked. | ||
| Group | AND |
The group |
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| Practice | AND |
The practice |
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| Region | AND |
The region |
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| Resource Name | AND | Name of the resource to search for. | |
| Role | AND |
The role that you want the resource to have. For example, Consultant. If you leave this filter blank, the search includes resources with any role. |
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| Skills | AND |
The skills that you want the resource to have. You can choose to match on all skill or any skills. For example, if you select skill A and B, for Match All, resources that have skills A and B are shown in the search results. For Match Any, resources that have skill A or B are shown. If you have set up skill sets, you can select and apply skill sets to add multiple skills to the resource request. You can apply multiple skill sets. Select the skill set and click Apply Skill Set to add all the skills in the set to the filter. When you apply a skill set, the search defaults to Match All unless there are existing skills in the list, when the current selection is used. You can, optionally, select a minimum rating. The default minimum rating for skills in a skill set is None. You can add or remove individual skills after you have applied a skill set. To add individual skills, click Add Skill to create a new row. Use the lookup field to find the skill you want to add and, optionally, select a minimum rating. You can clear the checkbox next to a skill to exclude it from the search. |
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| Start Date and End Date | * | The date range to search for. |
Assign Resource Search Results
The following fields display for the search results of a Resource Request.
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Fields |
Description |
|---|---|
| % Availability |
The default sort order is on % Availability. If there is no availability data for the resource, a - is displayed in the column. If the % Availability column is not present, results are sorted on primary skills rating, provided a primary skill is present and there is at least one skill in the filter. If there is no primary skill present, the default sort order is on resource name. Held, Assigned, and Suggested resources are always displayed first, regardless of sort order. |
| # Assignments | The number of assignments for the resource for the Resource Request period. |
| # Requests | The number of resource requests the resource is assigned to for the Resource Request period. |
| Cost Rate | The currency code and cost rate for the resource. |
| External | Indicates whether the resource is external. |
| Name | The name of the resource. |
| Primary Skills Rating | The primary skill rating for the resource. |
| Region | The region the resource is assigned to. |
| Role | The resource role. |
Resource Request Buttons and Links
| Button | Description |
|---|---|
| - | Collapses the details of the resource in the Assign Resource section. |
| + | Expands the details of the resource in the Assign Resource section. |
| Assign | Creates an assignment for the resource. The Resource field is populated with the name of the assigned resource, a schedule is created and the assignment that is created automatically populates the Assignment field on the Resource Request. The assigned resource moves to the top of the list of resources and their name is displayed in blue. |
| Clear Filters | Clears the filter criteria in the Assign Resource section on the Resource Request Detail page with the exception of Start Date and End Date. |
| Duplicate Shortlist | Opens the Duplicate Shortlist window on the Resource Request Lightning page. |
| Filter Resources | Searches for items matching your filter criteria. |
| Hold | Holds the resource. When a resource is held, the Resource field on the resource request is populated with the name of the held resource, a schedule is created and the Resource Held checkbox is selected. The held resource also moves to the top of the list of resources and their name appears in blue. |
| Manage Skills | Opens the Manage Skills window on the Resource Request Lightning page. |
| View in Planner | Opens a new window or browser tab displaying the resource in the Resource Planner. |
Resource Details
Here is a description of the buttons and fields that appear when you expand the details of a resource listed in the search results of a Resource Request.
Requested Skills
| Field | Description |
|---|---|
| Type | Type of skill. Used when grouping skills on the Skills Matrix and Skills Capacity pages. You can customize this picklist by editing the page layout. |
| Skill or Certification Name | Name of the skill or certification. For example, Java or Project Management. |
| Rating | The level of exposure or ability that the resource has for the skill or certification. |
| Evaluation Date | Date on which the rating was evaluated. |
| Expiration Date | Date on which the skill or certification rating expires. |
Assignment History
This section displays the five most recent past or closed assignments. You can see the name of skills that assignments have in common with the current resource request, regardless of rating, essential/desirable status, or match Any Skill/All Skills criteria.
You can filter the assignments by Account and Skills present on the resource requests. To view the details of all the past or closed assignments a resource has worked on, you can click View History.
Availability
The availability section lists the resource's current assignments. You can click View to display the details of each assignment.
Schedule
You can use the following available scheduling strategies depending on the options your administrator has set.
Key:
- N = Strategy not supported in the Schedule Strategy field of the Reschedule section when you click Edit Schedule on the Assignment page to update an assignment schedule.
| Scheduling Strategy |
Key |
Description | Usage |
|---|---|---|---|
| Adjust Hours Per Day | Calculates the hours per day based on the assignment start and end dates and the scheduled Hours. For resource requests, calculates the hours per day based on the requested start and end dates and requested hours on the resource request. | Scheduled Hours are distributed evenly between the start and end dates for the resource's working days based on the resource's work calendar. Consequently, the hours per day might not match the resource's work calendar. If the Adjust Hours Strategy Respects Holidays custom setting in the Assignment settings is set, the schedule respects holidays and schedule exceptions are created for them. Hours are spread across other days. For more information, see Schedule Exceptions Overview. |
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| Calculate End Date, Ignore Availability | Calculates the end date ignoring the resource A contact that works on a project. 's other assignments. |
A resource's work calendar is set to 8 hours per working day:
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| Calculate End Date, Level Schedule | Calculates the end date for the assignment respecting the resource's other assignments and holidays on their work calendar. The end date on the Schedule Details is calculated automatically. | A resource's work calendar is set to 8 hours per working day:
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| Custom | N | Calculates the end date based on hours you enter in the Day fields. | For a resource working on an assignment for four days a week, enter hours in the Day fields for four days only. The end date is based on the four days, respecting public holidays, but excluding weekends. |
| Percent Allocation |
Calculates the hours per day based on the percentage allocation for the assignment duration. You can enter a value between 0-100. The default value is 100. In the Assign Resource section on the Resource Request page, you can specify percentage allocation values for different date ranges within the assignment duration. Date ranges are not supported in the Assign Resource to Project Lightning window. Enter a value between 0-100 for the whole assignment duration. This sets the default value in the Percent Allocated field on the Assignment that is created. |
You can add several date range lines and specify a different percentage allocation on each date range. We do not support differing percent allocations across different date ranges in Lightning. When you create an assignment or update the scheduling strategy on an assignment using this strategy, schedule exceptions are created based on the date ranges and percent allocation that you enter. For more information, see Schedule Exceptions Overview. | |
| Zero Hour Schedule | N | Allows you to create assignments with zero hours for each day. | You can create resource requests with zero hours and then staff, assign or hold the resource requests. |
Manage Resource Requests Fields and Buttons
For details of the columns that are displayed in this window, see Resource Request Fields
Buttons
Here is a description of the buttons on the Manage Resource Requests window.
Key: C – Appears on the confirmation and discard popup when there are unsaved changes.
| Button | Description | |
|---|---|---|
| Assign Held | Assign multiple held resource requests. | |
| Continue Editing | C | Edits the fields of one or more resource requests. |
| Discard Changes | C | Discards your changes and assigns the resource requests. |
| Save and Assign | C | Saves your changes and assigns the resource requests. |
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Filters the resource requests displayed. The panel stays open until you close it. Click to open and close the panel. For details of the options available in the filter panel, see Filter Fields. |
Manage Resource Requests Filter Fields
The Manage Resource Requests window includes the following fields in the filter panel.
Key:
Descriptions of checkbox settings describe the selected (true) case.
| Field | Description | Default |
|---|---|---|
| Resource Roles | The filter uses the roles of assigned resources to find resource requests. | On a project record page: no resource roles. |
| Status | The filter uses status to find resource requests. | On a project record page: no status. |
Filter Buttons
The Manage Resource Requests window includes the following buttons in the filter panel.
| Button | Description |
|---|---|
| Apply | Updates the contents of the Manage Resource Requests using the filter criteria specified. |
| Reset | Returns the filter criteria to the default values. |
| Clear | Clears the searched filter values. |