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Resource Requests

Clicking the Resource Requests tab displays the resource requests home page. More about the home page.

• In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
• In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
• From the list, you can click any resource request id to go directly to its detail.
• Click New to create a new resource request.

Note

You can also request resources by clicking Request Project Resources or Add Resource Requests From Template on the Resource Requests related list on a project.

Recent Choice		Description
Recently Viewed		The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created		The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified		The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

In FinancialForce PSA you use a resource request to ask for resources before the start of a project.

On the New Resource Request page you enter specific details to help identify the right resources for the project. You can add a workflow to the system to notify operations staff members when new resource requests are created.

Once you have created a resource requests for your projects, there are a number of ways in which you can assign resources to them in FinancialForce PSA:

• Staffer, which provides a visual interface where you can find resources, and staff your projects. See "Using the Staffer".
• Assign resources directly to projects using the options on the Assignment related list on the project.

If you already know which resources you plan to assign to your project, you can skip the resource request step and assign them directly from the Project related list.

If you have the permissions to do so, you can create rate cards to automatically attach a suggested bill rate and average cost rate for a resource role on an account, region practice or group. To be attached to the resource request automatically, the rate card must be applied to a matching account or a matching region, practice, or group. Global rate cards where the role matches, but the rate card account and RPG fields are all blank are not attached to the resource request automatically.

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