Creating Resource Requests Creating a Resource Request Set Holding Resources for Resource Requests in a Resource Request Set Searching for Resources and Assigning them Resource Request Set Fields Resource Request Detail

Resource Request Sets

A resource request set is a group of resource requests. If your administrator has configured PSA to use resource request sets, you can use a resource request set to hold several resources for a particular task. When one of the resource requests in the resource request set is staffed, the status of the other resource requests in that set are set to Cancelled.

Note
When a resource request belongs to a resource request set, you cannot edit its project, opportunity or account fields.

The diagram that follows shows the life cycle of a resource request setA group of resource requests. You can use resource request sets to hold more than one resource against a resource request..

Related Tasks

Managing a Resource Request Set

Reference Materials

Resource Request Set Fields

Resource Request Fields

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