Creating Resource Requests

Tip:

You can also create assignments and resource requests from Gantt. See Creating Assignments and Resource Requests from Gantt.

You can create resource requests in several ways.

Note:

When you create unheld resource requests:

• EVAs are not triggered or created for unheld resource requests with or without preferred schedules.
• Opportunity Forecasting identifies and forecasts unheld resource requests with or without preferred schedules.
• Project Forecasting does not identify and forecast unheld resource requests with preferred schedules.
• Utilization Run captures requested hours, not the preferred schedules of unheld resource requests.

Create Single Resource Requests

To create a resource request:

1. From the Resource Requests page, click New. The New Resource Request window opens.
2. Complete the mandatory fields.

3. [Optional] Select the Auto-Assign checkbox to enable a resource to be automatically matched and assigned to your resource request.

4. [Optional] Complete any remaining fields. For more information, see Resource Request Fields.

5. Click Save or Save & New to save and create another resource request.

Creating Resource Requests for Projects and Opportunities

To create resource requests for projects and opportunities:

1. On a project or opportunity record, click Actions | Resource Requests | Create Resource Requests.
2. In the Resources section, complete the mandatory fields.

3. [Optional] Select the Auto-Assign checkbox to enable a resource to be automatically matched and assigned to your resource request.

4. [Optional] Complete any remaining fields. For more information, see Resource Request Fields.

5. [Optional] In the Schedule Selection section, complete the appropriate steps based on the scheduling strategy you want to use for the assignment that is created from the resource request. To use a scheduling strategy, the resource request must be associated with a work calendar, which is set on the region, practice, or group that you have selected for the resource request. For more information, see Setting up Work Calendars. For more information about scheduling strategies, see Scheduling Strategies Overview. If this section is not visible and you think it should be, contact your administrator.

   None

   This is selected by default. A scheduling strategy is not used.

   Adjust Hours Per Day

   Calculates the hours per day based on the start and end dates and requested hours specified in the Resources section.

   Zero Hours Schedule

   Assignments are created with zero hours for each day, regardless of the requested hours specified in the Resources section.

   Calculate End Date, Ignore Availability

   The assigned resource's other assignments are ignored, and the projected end date is displayed. The end date is changed automatically if the scheduled hours do not fit within the assigned resource's work calendar.

   Percent Allocation

   Calculates the hours per day using the percentage you enter in the Percent Allocation field and the work calendar on the region, practice, or group, whichever is the first found. When you create a resource request, a schedule and a schedule exception are created for the reduced hours each day.

   The Percent Allocation field accepts a value between 0-100. The default value is 100.

   Custom

   The projected end date is displayed and is calculated from hours you enter in the schedule pattern. To create a custom schedule:

   1. Enter the hours for each day. You must enter hours for at least one day.
   2. In the Repeat Every field, enter a number. The schedule repeats at that number of weeks. The default value is 1. For example, if you enter 4 in the Repeat Every field, the pattern from week 1 is repeated on week 5, week 9, and so on for the duration of the assignment.
   3. Click Refresh End Date to update the Projected End Date field.

6. [Optional] Add skills, certifications, or skill sets by completing the following steps:

   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. In the Skills and Certifications grid, select the relevant skills using the following views from the drop-down:

      1. Add from Hierarchy: Select skills, certifications, or categories.

         Note:

         If categories have been disabled by your administrator, only the skills and certifications within the selected category will be added. The categories themselves are not included. For more information, see Skills Management Settings.

      2. Add from Skill Set: Select skill sets or individual skill set skills.

      3. Add from Filters: Select skills and certifications by completing the following steps:

         1. Click . The filters panel opens.
         2. Complete the relevant fields.
         3. Click Apply.
         4. [Optional] Click Clear to remove the applied filters.
         5. Select the relevant skills and certifications.
      Tips:

      • The searched term match results are highlighted in yellow.
      • When you search for a skill set, the number of skills in that skill set is displayed below the skill set name.
      • Expand the categories by clicking to view the skills and certifications.
      • Click to close the expanded view.
      • To collapse all expanded categories in a selected view, click . This button is disabled for the Add from Filters view.
      • All the views have a Record Type Name column for better understanding.
      • Switching the views automatically closes the filters panel.
   Note:

   Skill Zone and role-based restrictions do not apply in the Select Skills and Certifications window. Skills are shown based on active or inactive status only.

   5. Click Select. The skills, certifications, or categories that you selected in the previous step are displayed in the Manage Skills grid.
   6. 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. Each skill or certification can only be added once.
   7. [Optional] Click a suggested skill to add it to the resource request.
   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.
7. 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.

Notes:

• Your administrator must select Enable Desirable Skills in the Skills Management custom setting, to show the Skill Importance column and mark the skills as essential or desirable in the Create Resource Requests window.
• Duplicate skill entries are not allowed in essential skills and desirable skills. A skill can either be essential or desirable, not both. Also, duplicate skills with different ratings are not allowed in Essential Skills.
• Your administrator can limit the maximum number of resource requests that can be generated at once by using the Create Resource Requests Limit field in Resource Request Settings.

Creating Multiple Resource Requests

To create multiple resource requests:

1. On the applicable project or opportunity, from the Resource Requests related list, click Mass Update Resource Requests. The name of the project or opportunity is displayed.
2. Click Create Resource Requests. PSA adds new rows for the resource requests you want to create.
3. Tip:

   You can control the number of rows added using the empty-resource-request-lines-to-create-on-mass-update setting. See Resource Request Settings for more information.

4. In the Resource Requests Details area, for the resource requests you want to create, enter the resource request information. See Resource Request Fields for more information.

   Tip:

   You can control the fields shown here using the mass-update-resource-request-fieldset-name field set. See Resource Request Settings for more information.

5. Click Save Updated Resource Requests. PSA confirms that the resource requests have been created and saved.
6. Click Back to Mass Update Resource Requests, Back to Project or Back to Opportunity to continue.