Resource Request Settings

Resource Requests

You can control the behavior of the Create Resource Request and Generate Resource Requests from Project Task Assignments pages using the settings in the Resource Requests configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature..

Key: O = Obsolete in PSA Version 12X, B = affects bottom-up planning.

Setting Key Description
auto-update-pta-with-assigned-resource B If you generate resource requests based on project tasks, indicates whether the Resource lookup on source project task assignments is automatically updated to match the resource assigned on the resulting assignment. You must staff a resource request for this setting to take effect. The default value is false.
copy-percent-allocated   Indicates whether the percent allocated value on a resource request is copied to the assignment when assigning a resource on the Assign Resource (single staffer) page and the Search Resources page.
copy-planned-bill-rate   Indicates whether the resource's planned bill rate is to be copied to the Planned Bill Rate field on a resource request.
copy-resource-role   Indicates whether the resource's role is to be copied to the Resource Role field on a resource request.
copyRRMilestoneToAssignment   Indicates whether the trigger code that copies milestones from resource requests to assignments fires. This determines whether the milestone on a resource request is copied to the related assignment when it is created from the resource request.
create_RR_only_where_all_info_available_on_PTA B Indicates how project task assignments are handled when generating resource requests from project tasks. If set to True, only project task assignments with all required information will be considered when generating resource requests. If set to False, missing required information will be treated as null and processed. The default value is False. The information required depends on the options that you choose to generate resource requests based on.
custom-primary-skill-lookup   Indicates whether a customizable lookup is displayed when you click the Primary Skill / Certification lookup on a resource request. The columns that you can select for display are defined in the custom-primary-skill-lookup-columns configuration option.
custom-primary-skill-lookup-columns   Contains a comma-delimited list of API field names to display on the customizable Primary Skill / Certification lookup.
default_est_hours_on_task_RR_for_PTA B Determines the default estimated hours that will be applied, when generating resource requests from project tasks, to a project task with a null value for estimated hours. If no value is defined, the process ignores project tasks without estimated hours.
default-no-primary-skill   Indicates whether the Primary checkbox can be left unselected on the New Resource Skill Request pages when creating a resource request.
default-request-priority   Default value in the Request Priority field on a resource request.
default-resource-role   Default value in the Resource Role field on a resource request. When generating resource requests from project tasks, you can choose to apply the default value to resource requests where a value for resource role cannot be determined.
default-start-and-end-dates-from-project   Indicates whether PSA sets default start and end dates when creating a resource request in the context of a project. When you set this configuration option to true, the default start and end dates are also copied to resource requests that are created out of a project template.
ensure-skill-requests-saved-with-resource-request   Indicates whether users are prevented from saving a parent resource request when they do not have permissions to create a resource skill request.
group-required   Indicates whether the Group field on the Resource Request page is a required field.
notes-required   Indicates whether the Notes field on the Resource Request page is a required field.
percent-allocated-required   Indicates whether the Percent Allocated field on the Resource Request page is a required field.
planned-bill-rate-required   Indicates whether the Planned Bill Rate field on the Resource Request page is a required field.
practice-required   Indicates whether the Practice field on the Resource Request page is a required field.
precedence-for-rate-cards   Contains a comma separated list indicating the precedence of rate cards when there is more than one matching rate card.
region-required   Indicates whether the Name field on the Resource Request page is a required field.
requested-bill-rate-required   Indicates whether the Requested Bill Rate field on the Resource Request page is a required field.
Resource-search-default-logic   Indicates whether you can use OR logic in a skill-based search on the Search Resources page.
rr-name-required   Indicates whether the Name field on a resource request is a required field.
rrset-cancellation-status   Status to set on other resource requests when a resource request belonging to the same resource request set is staffed.
show-planned-bill-rate O This setting is now obsolete.
show-status O This setting is now obsolete.
suggested-resource-required   Indicates whether the Suggested Resource field on the Resource Request page is a required field.
use-resource-request-sets   Indicates whether PSA uses resource request sets. This controls whether triggers used in the resource request set functionality are executed.

Unassigned Resources Only

The match partial assignment overlap setting in the Resource Single Staffer configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature. indicates whether resources that are assigned to other projects during some of the time between the start and end dates of a search are excluded from the results of the search.

Cost Rate on Resource Request Search

You can hide the cost rate on the Resource Request search (Single Staffer) page from users using Field Level Security.

Advanced Search Filters

You can control the whether advanced search filters are enabled on the Assign Resource section of the Resource Request page using these settings in the Resource Single Staffer configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature..

Field Description
Default My Resources Only Indicates whether the Default My Resources Only checkbox on the Assign Resource section of a Resource Request is initially selected.
Default Unassigned Resources Only Indicates whether the Unassigned Resources Only checkbox on the Assign Resource section of a Resource Request is initially selected.
DefaultCostRateVisible Indicates whether the Default Cost Rate column is available on the Assign Resource section of the Resource Request page.
default-groups-filter-search-values List of groups on the Assign Resource section of the Resource Request Detail page to be selected by default when the page loads.
default-practices-filter-search-values List of practices on the Assign Resource section of the Resource Request Detail page to be selected by default when the page loads.
default-regions-filter-search-values List of regions on the Assign Resource section of the Resource Request Detail page to be selected by default when the page loads.
default-role-filter-search-value List of Resource Roles to be selected by default on the Assign Resource section of the Resource Request Detail page when the page loads.
default-skills-filter-search-values List of skills on the Assign Resource section of the Resource Request Detail page to be selected by default when the page loads.
GroupFilterEnabled Indicates whether the group filter is available on the Assign Resource section of the Resource Request page.
match-partial-assignment-overlap Indicates whether a resource is considered unassigned when existing assignments partially overlap the start or end date. Set the value to false if you want a resource to be considered unassigned only when they are unassigned for the entire period.
MaxAssignmentResults Maximum number of assignments counted for each resource in a search.
MaxResourceRequestResults Maximum number of resource requests counted for each resource in a search.
MaxSkillResults Maximum number of skills to display in detail (expanded) view of resource, ordered by rating in descending order.
PracticeFilterEnabled Indicates whether the practice filter is available on the Assign Resource section of the Resource Request page.
RegionFilterEnabled Indicates whether the region filter is available on the Assign Resource section of the Resource Request page.
ShowPlannedBillRate Indicates whether the Planned Bill field is displayed.
UnitType The organizational hierarchy to use when viewing resources on the Assign Resource page.
MaxResourceSearchResults Maximum number of resource records to be returned when searching for resources in the Assign Resource section of the Resource Request Detail page. You can set the value higher, however a maximum of 90 resources can be shown. The default value is 20.
Note
Setting this value higher than 90 can result in errors if the number of records to be processed exceeds platform limit.

Concept Information

Configuration Settings

Managing Configuration

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