Managing the PSA Project Team Schedule

Note:

You can customize the fields displayed in assignment or resource request hover tooltips. For more information, See Customizing the PSA Project Team Schedule Component.

To view a project team schedule:

1. On a project record, click Resources, or the required tab. The Project Team Schedule opens and displays the Day view for today. All assignments and held resource requests assigned to resources for the current project are displayed.
2. [Optional] Select Show Other Work to also show all assignments and resource requests assigned to resources on other projects that overlap with the current project’s start and end dates.
3. [Optional] Hover over an assignment or resource request for a resource to view the following default tooltip fields:
   • Start Date
   • End Date
   • Estimated Hours [resource requests only]
   • Scheduled Hours [assignments only]
   • Project

To view a resource's details:

1. Do one of the following in the Project Team Schedule:
   1. Select a resource and click Resource Details.
   2. Double-click a resource.
2. View the resource's details as described in Contact Card Lightning Component Overview.