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Resources
Resources are your organization's trackable human assets. FinancialForce PSA extends the native Salesforce Contact object to establish and maintain internal and external resources.
- Adds a new record type for resource-type contacts.
- Allows you to enter resources that are not Salesforce users.
- Allows assignment of resources to a project, which allows you to track time actuals and time to complete against project.
- Actuals and utilization are rolled up to the resource.
- Resources can enter skill/certification ratings, timecards and expense reports.
- Administrator and operations users can view a resource's assignments.
- Administrator and operations users can enter a resource's region, practice, group, work calendar, default cost rate, Salesforce user name, and internal/external resource designation.
- Several other FinancialForce PSA related lists are available on the extended Contact page: Resource Requests, Assignments, Projects Managed, and Est Vs Actuals.
Limiting Contact Operations to PSA Resource Records Only
Not all contact records in Salesforce are PSA resources. Whether a contact is also a resource depends on the value of its Is Resource checkbox. If you have the permissions to do so you can restrict PSA operations such as defaulting work calendars and working with time periods to PSA resource records only, using the settings in the Resources configuration group.