Viewing Resources in Planners

To view a resource in a planner:

Search for the resource you want to view. See Searching for Resources for more information.
Click View In Planners. PSA opens a new tab and displays the resource in the Resource Planner.

Concepts

Resource Requests Overview

Intelligent Staffing for a Resource Request

Work Opportunities Hub Overview

Resource Matching Overview

Tasks

Creating Resource Requests

Copying Resource Requests from a Project Template

Searching for Resources

Viewing Summary Information

Mass Managing Resource Requests

Loading Resource Requests into the Resource Planner

Setting up PSA to Filter Resources by Distance

Improving Resource Matching Performance at Scale

Reference

Copy Resource Requests from Project Templates Fields

Resource Request Fields

Search Resources Fields

Request Resources Fields

Resource Request Actions Lightning Component Properties

External API Credential Custom Metadata Type Fields

Permissions for Manage Resource Requests Lightning Component