PSA Resourcing Lightning Component Overview for Filtering

Note:

To use this component, you need the appropriate permissions. For more information, see Resource Request Lightning Page and Component Permissions.

To use this component, you must first enable the Resource Request Lightning Page in Feature Console. For more information, see Enabling Resource Request Page Updates. You can also create your own resource request Lightning page and add this component to it. For more information, see Adding PSA Custom Lightning Components to a Lightning Record Page.

Tip:

To use Intelligent Staffing to rank resources, see Intelligent Staffing Overview.

The Resource Filter of the PSA Resourcing Lightning component enables you to filter resources using the following default filters:

  • Include Recommended Resources
  • Include Sub-RPGs. For example, Include Sub-Regions
  • Start Date
  • End Date
  • Resource Role
  • Resource
  • RPG. For example, Region
  • Skills
  • Worked With Customer

The Start and End Date fields cannot be removed. For information on the fields available on this component, see PSA Resourcing Lightning Component Fields.