Holding Resources

To hold a resource:

  1. On the Resource Requests tab, click the Resource Request ID that you want to hold resources for.
  2. Click Search Resources. On the Search Resources page, select the criteria you want to use to find a resource to hold. For more information, see Search Resources.
  3. Click Search.
  4. [Optional] If the resource that you want to assign is not listed, change the search criteria.
  5. To view a resource in the Resource Planner, click View In Planners. PSA opens a new tab and displays the resource in the Resource Planner.
  6. For the resource you want to hold, click Hold. A message appears, stating that the EVA job is queued. To view the processed EVAs, refresh the page.
  7. Complete the fields on the Hold Resource popup, see Search Resources Fields for more information and click Hold.
Note: Ensure that the Enable EVA Process Notification custom setting field is selected and the Recalculate Est Vs Actuals Disabled custom setting field is deselected in the Est Vs Actuals Settings custom setting to enable the notifications.