SECTIONSViewing 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.
Related Content
Concepts
Using the Preferred Resource Filter During Staffing
Work Opportunities Hub Overview
How High Volumes of Data can Impact Resource Matching
Missing Resource Availability Overview
Tasks
Copying Resource Requests from a Project Template
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 Actions Lightning Component Properties
External API Credential Custom Metadata Type Fields
Permissions for Manage Resource Requests Lightning Component