Contacts and Resources

In PSA a resource is a type of contact. Once you have resources in PSA you can carry out many tasks depending on the permissions that your administrator has assigned including:

• Requesting resources for a project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..
• Assigning resources to a project.
• Completing and approving a timecard A mechanism for logging time against a project or an assignment..
• Generating utilization information.

Resource change records track changes made to the resource's region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practice A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., work calendar A calendar that defines the working days, hours and public holidays for a resource, region, practice or group. and utilization target.

Note:

We do not recommend using a person account as a PSA resource. If your administrator has enabled person accounts, ensure that no value is entered in the Salesforce User field on a person account.