Generating Resource Requests from Project Tasks

Notes:

The main procedure is for users of record pages supplied by FinancialForce from Fall 2020.
From Fall 2020, if you are not using the pages supplied by FinancialForce, your administrator can add the PSA Actions: Task-Based Resourcing component to the project record page.
Your administrator must have assigned the Resource Request Entry permission control and edit access for the relevant fields to you.

Using the Lightning Create Resource Requests from Project Tasks window, you can generate unheld resource requests from project task assignments (PTAs).

PTAs that contain roles are grouped into one resource request for the role. PTAs without roles are not displayed.

Tip: Your administrator can use the Task-Based Resourcing custom setting to configure fields to be used for grouping and to define the columns that are displayed.

To create a resource request from a project task assignment:

On a project record, click Actions | Task-Based Resourcing | Create Resource Requests from Project Tasks. The Create Resource Requests from Project Tasks window opens, which lists the roles and suggested resources in the project that you can generate resource requests for. All possible resource requests are selected by default.
External resources are shown in the Notes column.
[Optional] Deselect any project task assignments that you do not want to generate resource requests for.
[Optional] Edit the field values, as needed. For picklists, start typing to generate a list of options, and then select the option.
[Optional] Click Grouping Criteria to define the fields that you want the resource requests to be grouped by. All of the fields are selected by default, but you can deselect fields that you don't need, and then click Update Preview.
After you have created resource requests, your grouping selection is retained whenever you use the same browser on the same computer for this procedure.
If you are using the default Resource Role, Resource and Milestone fields to group resource requests, the corresponding Resource Role, Suggested Resource or Milestone columns are shown in read-only columns in the table. If you remove fields from the list, the corresponding columns are removed from the table.
Contact your administrator if you need to change the grouping criteria.
Click Create.

Using Classic or Lightning Visualforce Pages

Depending on the type of resource request you want to generate:
- On a project record, click Actions | Task-Based Resourcing | Create Resource Requests from Project Tasks.
- In Gantt, click the expand arrow on Create Assignments, and then click Create Resource Requests.
- In Project Task Gantt, click Create Resource Demand and then Generate Resource Requests.
- Click Generate Resource Requests on the Project Tasks related list of the project detail page that you are generating resource requests for. From Fall 2020, this is not on the default page layouts.
- Click Generate Held Resource Requests on the Project Tasks related list of the project detail page that you are generating resource requests for. From Fall 2020, this is not on the default page layouts.
The Generate Resource Requests from Project Task Assignments page opens.
Select some attributes to base the generated resource requests on. You can only select Milestone together with Role, Resource, or External Resource. Custom attributes might be available to select if configured by your administrator.
[Optional] In the Longest Gap Allowed (Days) field, enter the duration of the longest gap, including weekends, permitted between consecutive project task assignments before a single resource request is divided into two. To ignore weekends when calculating gap duration, select Ignore Saturdays or Ignore Sundays.
Tip:
If you don't enter a value, the process ignores gaps in the task schedule and generates a resource request that spans the start and end dates of the source project task assignments.
Click Preview Resource Requests or Preview Held Resource Requests.
Preview the resource requests, including resource role, requested hours and bill rate, projected costs and the proposed suggested or held resource.
Tip:
The proposed quantity and field values of the resource requests depend on which attributes you select. Try a combination that reflects how much information is on your project task assignments. For example, if resources haven't been assigned to your tasks, deselect the Resource checkbox. Remember, you can always click Reset to discard the previewed resource requests and try again using different attributes.
Update any resource record fields that you can edit. Your administrator can set the use-task-based-schedule-creation-strategy setting to control this behavior.
Use Update Preview and Reset Preview as described in Buttons.
Deselect any previewed resource requests that you want to discard.
Click Generate Assignments to save the records to your organization A deployment of the Salesforce/FinancialForce applications with a defined set of licensed users. Your organization includes all of your data and applications, and is separate from all other organizations.. The new task-generated resource requests are displayed on the Unfilled Resource Requests page, along with summary information.
[Optional] Delete any resource requests that you no longer need.

Notes:

You must have been granted the Resource Request Entry permission control to generate resource requests based on project tasks.
Your administrator can configure the process. For more information see Configuring Bottom-Up Planning.
Fields on the project task assignment update automatically to match the resource that is eventually assigned to the task-driven resource request Describes a resource request that has been generated based on information on project tasks and their associated project task assignments. If you use a task-based approach to manage your projects, you can generate task-driven resource requests on the Generate Resource Requests From Project Task Assignments page (accessed from Project Task Gantt, Gantt or the Project detail record).. Your administrator can set the auto-update-pta-with-assigned-resource setting to control this behavior.
Resources who do not have roles matching a role for a project assignment can be included in a list of possible resources to assign to a project task assignment. In this instance, two additional resources who are not assigned to the project are suggested who do have a matching role. These resources are selected based on their alphabetical order. Your administrator can set the allow-to-assign-a-resource-with-different-role setting to control this behavior.