Generating Resource Requests from Project Tasks

PSA can automatically generate one or more resource requestA means of asking for resources for a project or an opportunity.s based on multiple project tasksA unit of work or collection of work associated with a project.—and their associated project task assignmentAssociates a resource with a project task. This has no relationship with an Assignment.s—and allow you to save or discard them according to your requirements. For more information, see "Task-Driven Resource Requests Overview".

To generate resource requests from project tasks:

1. Depending on how you choose to manage project tasks, do one of the following:
• On the Project Tasks related list of a project with tasks, click Generate Resource Requests.
• From Project Task Gantt, click the Generate Resource Requests button.
2. Select Role, Resource, External Resource or Milestone to determine the attributes to base the new resource requests on.
   Note

   

   The number, type and populated fields of the generated resource requests depend on which attributes you select. Try selecting a combination of Role, Resource, External Resource or Milestone depending on the information on your project tasks and their associated project task assignments. If the results are not what you expected, you can always discard the generated resource requests before they're saved and try again.
3. Click Preview Resource Requests.
4. If there is insufficient information to generate resource requests, deselect some options and try again.
5. Review the proposed resource requests, including their field values and financial information. For more information, see "Generated Resource Requests to Save or Discard Section".
6. Deselect any resource requests that you want to discard rather than generate.
7. Optionally, click Generate to generate the selected resource requests and save them to your organizationA deployment of the Salesforce/FinancialForce applications with a defined set of licensed users. Your organization includes all of your data and applications, and is separate from all other organizations..
8. Review the Unfilled Resource Requests page.
9. If you want to delete any resource requests, select them and click Delete.
10. Click Return to Project Detail.

Notes

If several project task assignments exist on the project with the same resource or role, these are combined to create a single resource request.

You must have been granted the Resource Request Entry permission control in order to generate resource requests based on project tasks.

PSA can automatically populate fields on the target resource requests in cases where the required information, such as estimated hours for a project task, is missing. Your administrator can use the following configuration options to control this behavior: "create_RR_only_where_all_info_available_on_PTA", "default_est_hours_on_task_RR_for_PTA" and "default-resource-role".

Fields on the project task assignment update automatically to match the resource that is eventually assigned to the task-driven resource requestDescribes a resource request that has been generated based on information on project tasks and their associated project task assignments. If you use a bottom-up approach to manage your projects, you can generate task-driven resource requests on the Generate Resource Requests From Project Task Assignments page (accessed from Project Task Gantt or the Project detail record).. Your administrator can set the "auto-update-pta-with-assigned-resource" setting to control this behavior.

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