To use this component, you must first enable the Resource Request Lightning Page in Feature Console. For more information, see Enabling Resource Request Page Updates. You can also create you own resource request Lightning page and add this component to it. For more information, see Adding PSA Custom Lightning Components to a Lightning Record Page.
This component lists the resources with the fields Is Resource and Is Resource Active set to true on their contact records. A maximum of 200 records are returned. Irrespective of any applied filter criteria, assigned or held and suggested resources are automatically sorted and displayed at the top of the list. Other resources returned in the list are sorted by their availability as a percentage.
The following fields display by default as sortable columns in the Resourcing component:
- Resource Name
- Status
- % Availability
- Role
- Region
- Cost Rate
- External
You cannot remove Resource Name, Status, or % Availability columns.
You need permission to read:
- All default Resourcing component fields
- Any custom fields added as columns to the Resourcing component from a Contact object field set
Columns you do not have read permission for are excluded with the exception of Availability and Status. Availability and Status columns display without any data when you do not have permission.
Non-filterable fields do not appear as columns. For example, an encrypted field such as Contact Name.
For information about the available fields on this component, see Resourcing Lightning Component Fields.
You can add the following field types as columns in the Resourcing component:
- Lookup
- Percentage (%)
- Text (string)
- Picklist
- Number
- Boolean
- Currency
- Date
For more information about adding your own columns, see Customizing the Resourcing Component Columns.