Mass Managing Resource Requests

From a project or opportunity record, you can manage the record's related resource requests in bulk, including associated skills and certifications, and recalculate schedules. Additionally, you can assign multiple held resource requests and preview both 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, then do the following:

   1. In the Skills Selection section, select "Skill or Certification" or "Skill Set" from the drop-down. By default, "Skill or Certification" is selected.
   2. Enter the name of the skill, certification, or skill set that you want to add.
   3. [Optional] After entering two or more characters, click Show All Results for " ". The Select Skill or Certification window opens with the searched string in the search field, and all the related items are displayed in the grid. You can amend the search term if required.

   4. Select the skill, certification, or skill set you want to add. The added skills and certifications are separated into drop-down lists of skill sets and individual skills and certifications.

      Notes:

      Each skill or certification can only be added once.

   5. [Optional] Click a suggested skill to add it to the resource request.

   6. [Optional] Do one of the following:

      • Leave All Essential Skills selected if you want the resource to have all the added essential skills.
      • Select Any Essential Skill if you want the resource to have any one of the added essential skills.

   7. [Optional] To edit the minimum rating or a skill importance, do one of the following:

      • Double-click the cell or select the cell and press Enter on your keyboard, then select an option from the picklist.
      • Select the checkboxes of the skills or certifications you want to simultaneously edit, then select the Update Selected Items checkbox and click Apply.
      Note:

      If you select Desirable for the skill importance, the minimum rating will default to --None-- and is not editable.

   8. [Optional] To remove skills or certifications, do one of the following:

      • Click | Remove Skill to remove the skill or certification, or Remove Skill Set the skill set that a skill or certification belongs to.
      • Select checkboxes of the skills or certifications you want to remove, then click .
      • Click a suggested skill to remove it.
6. Click Save. Resource skill request records are created for each requested skill or certification. When a resource request is deleted, its associated resource skill requests are also deleted.
7. Click Done.

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 "Calculate 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 held resource requests are 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 read-only.
4. Click Save.
5. Click Done. The window closes and returns to the project or opportunity page.

Note:

You can assign or hold resources to resource requests asynchronously. If there is an error during the asynchronous process, you are notified through the bell notifications and an email. If the asynchronous process completes, you receive an email with the status, such as, partially successful, successful, or failure. Your administrator can view more information about the errors for failure and partially successful processes in the related app log record. For more information, see App Logs Overview.

Viewing Mass Hold and Mass Assign Asynchronous Job Errors

You can also check the status of the mass hold and mass assign asynchronous process from the Async Job Records tab. For more information, see Monitoring Asynchronous Jobs.

When an asynchronous process is complete, the user who started the asynchronous process will receive a notification and an email. If errors occurred, these will contain a link to an app log record which contains more information about the error. For more information about app logs, see App Logs Overview.

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.