Using the Resourcing Lightning Component

Tip:

To set up and use Intelligent Staffing to filter and rank resources, see Intelligent Staffing Overview.

To customize this component, see Customizing PSA Lightning Components.

When the start or end dates in the Resource Filter are updated, the schedule created when holding or assigning resources respects those dates and not the start and end dates on the resource request.

Pinning Resources

You can select and pin resources in the resource list. Pinned resources are moved to directly below any suggested or held resources in the resource list. You can also pin held or suggested resources. Resources that you pin are shown with the status of “Pinned” in the Status column on the resource list. Resources that you pin who are already “Suggested” or “Held” remain “Suggested” or “Held” and are not shown as “Pinned” in the resource list.

When the Rank column is displayed in the resource list, this column is automatically recalculated, and any pinned resources are moved up the list into their new rank.

When you perform a new search in the Resource filter, any pinned resources remain at the top of the list even when they do not match the new filter criteria. Pinned resources are excluded from any manual sorting you apply and remain at the top of the resource list regardless.

Pinned resources are remembered in the same sequence for each resource request between sessions when you use the same computer and browser. You can select any pinned resource and unpin them.

To pin or unpin a resource:

1. Select a resource in the resource list and click Pin.
2. Click Unpin to remove the resource as a pinned user in the resource list.

Viewing or Editing Projected Schedules of Resources

Your administrator can set the default scheduling strategy. For more information, see PSA Lightning Components Overview. You can override the strategy in the Scheduling Strategy field. The default scheduling strategy value is reset when you either close the Resource Request page or reload your browser.

To view or edit a resource's projected schedule:

1. Select a resource.
2. Click Manage Schedule | Schedule.
3. [Optional] Select a strategy from the Scheduling Strategy picklist. The Projected Start Date and Projected End Date fields display for the new schedule to be created for the selected resource. These are based on the selected scheduling strategy and the start and end dates from the filter criteria.
4. [Optional] Select the Custom scheduling strategy and do the following:
   1. Enter the hours you want in the Daily Hours fields. The Total hours field is automatically updated as you enter hours.
   2. Click Refresh End Date to update the Projected End Date field and reflect the custom hours you have entered for the schedule.
5. Click Ok. The selected scheduling strategy is applied and the start and end dates from the filter criteria.

Comparing Resources

You can compare the top three resources against each other, in the Compare Resources window available from the Resourcing component. This enables a side-by-side view so you can directly compare resource details to ensure you have all the information before making a staffing decision to hold or assign a resource.

Tip:

You can use the Resource filter to refine the skills and ratings you ideally want the top three resources to have before you compare them.

The top three resources’ skills and any associated rating are listed in the Skills section of the Compare Resources window. Skills are displayed in the same sequence as the Resource filter. When you have done a Match Any search, resource skills that do not match the required minimum rating are also displayed in the Compare Resources window.

Where a resource has a skill without a rating value, the skill is displayed as belonging to the resource by showing the value of “None” for the skill. Where a resource does not have a filtered skill, no information is displayed.

You can customize the contact fields displayed in the Compare Resources window by selecting a Contact field set. For more information, see Contact Field Sets and Customizing Rows in the Compare Resources Window.

To compare resources:

1. [Optional] Filter on skills and ratings as described in Using the PSA Resource Filter Lightning Component.
2. On the Resource Request page, click Resources | Compare.
3. View the top three resources’ details in the Compare Resources window to make a staffing decision.
4. [Optional] Click Close to return to the resource list.
5. Select a resource and do one of the following:
   • Click Hold. The selected resource is held against the resource request. For more information, see Holding Resources.
   • Click Assign. An assignment is created and the selected resource is assigned to it. For more information, see Creating Assignments.

Holding Resources

You can hold a resource against a resource request, or a different resource against the same held resource request.

When you hold a resource, the following are updated:

• The Resource field is populated with the name of the selected resource on the resource request record and, where present, on the compact layout of the Lightning record page.
• The Resource Held field is selected.
• A new schedule is created.

To hold a resource:

1. Select a resource.
2. [Optional] Click Manage Schedule | Schedule to select a schedule from the Scheduling Strategy picklist. For information on scheduling strategies, see Scheduling Strategies Overview.
3. Click Hold.

Unholding Resources

You can unhold a resource and remove them from the resource request they are held against.

Following a successful unhold, the following are updated:

• The Resource and Preferred Schedule fields are both set to blank on the resource request record.
• The Resource Held field is deselected.
• The resource’s status in the Resourcing component is updated to remove their “Held” value.
• The previously held resource is no longer at the top of the resource list.
• The orphaned schedule and any associated schedule exceptions are automatically deleted.
• EVAs associated with resource request are deleted.

To unhold a resource:

1. Select a resource.
2. Click Unhold.

Creating Assignments

When you assign a resource to a project and create an assignment, the following are updated:

• The Resource, Schedule, and Assignment fields are populated on the resource request record and, where present, on the compact layout of the Lightning record page.
• The Resource Held field is deselected when a resource was previously held against this resource request.

Note:

To assign a resource to a project, you must have the Staffing permission control. For more information, see About Staffing Permission Controls.

You cannot create an assignment for a resource when:

• The resource is not selected.
• The resource request already has an assignment record.
• The Project field on the resource request is blank.
• You do not have the required permissions to access the Project field.

To create an assignment for a resource:

1. Select a resource.
2. [Optional] Click Manage Schedule | Schedule to select a schedule from the Scheduling Strategy picklist. For information on scheduling strategies, see Scheduling Strategies Overview.
3. Click Assign.