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Contacts and Resources

Clicking the Contacts tab displays the contacts 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 contact name to go directly to its detail.
• Click New to create a new contact.

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 Professional Services Automation a resource is a type of contact. Once you have resources in FinancialForce PSA you can carry out many tasks depending on the permissions that your administrator has assigned including:

• Requesting resources for a project.
• Assigning resources to projects.
• Completing and approving timecards.
• Generating utilization information.

Resource change records track changes made to the resource's region, practice, group, work calendar and utilization target .

Note

You cannot use a person account as a PSA resource. If your administrator has enabled person accounts, ensure that no value is entered in the Salesforce User field on a person account.

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