Resource Request Settings

Resource Requests

You can control the behavior of the Create Resource Request page using the settings in the Resource Requests configuration group.

Setting Description
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.
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.
default-resource-role Default value in the Resource Role field on a resource request.
default-request-priority Default value in the Request Priority field on a resource request.
precedence-for-rate-cards Contains a comma separated list indicating the precedence of rate cards when there is more than one matching rate card.
show-planned-bill-rate Indicates whether the Planned Bill Rate field is displayed on resource requests.
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.

Unassigned Resources Only

The match partial assignment overlap setting in the Resource Single Staffer configuration group 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 Group.

Field Description
GroupFilterEnabled Indicates whether the group filter is available on the Assign Resource section of the Resource Request page.
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.

Related Information

Managing Settings

Configuration Groups, Options and Values

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