Staffer Settings

You can control the PSA behavior of the Staffer using the settings in the Resource Staffer configuration group.

Field Description
contact search field mapping Controls the contact fields that are searchable in the staffer on the search popup. Add a value for each field that you want to be searchable. The default values are:
  • pse__External_Resource__c=CheckboxPlugin
  • pse__Group__c=RPGPlugin
  • pse__Practice__c=RPGPlugin
  • pse__Region__c=RPGPlugin
  • pse__Resource_Role__c=MultiPicklistPlugin
  • pse__Skill__c=SkillPlugin
  • pse__Work_Calendar__c=LookupPlugin
DefaultSchedulingStrategy Default scheduling strategy for the org. You can choose from:
  • Calculate End Date, Level Schedule
  • Calculate End Date, Ignore Availability
  • Adjust Hours Per Day
  • Custom
Resource Grid Fields Controls the columns on the resource staffer. You can append the values with a colon and the value after the colon becomes the title for that column. For instance, with the value pse__External_Resource__c:External Resource, "External Resource" becomes the title on the grid for the External Resource column.
Resource Request Search Field Mapping Controls the resource request fields that are searchable in the Staffer on the search popup. Add a value for each field that you want to be searchable. The default values are: 
  • pse__Account__c=AccountPlugin
  • pse__Opportunity__c=LookupPlugin
  • pse__Project__c=LookupPlugin
  • pse__Region__c=RPGPlugin
  • pse__Practice__c=RPGPlugin
  • pse__Group__c=RPGPlugin
  • pse__Resource_Role__c=MultiPicklistPlugin
  • pse__Primary_Skill_Certification__c=LookupPlugin
  • pse__Status__c=PicklistPlugin
Resource Sort Fields Specifies the order of the columns on the resource pane.
Skill Rating Picklist Controls the options that appear on the skill ratings drop-down list.The default values are:
  • None
  • 1 - Limited Exposure
  • 2 - Some Familiarity
  • 3 - Comfortable
  • 4 - Strong
  • 5 – Expert

Related Information

Managing Settings

Configuration Groups, Options and Values

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