PSA Project Team Schedule Buttons, Controls, and Fields

Buttons and Controls

Button or Control Description Default
Reload Reloads the PSA Project Team Schedule, for example, when assignments or resource requests are created after you loaded the page, or if you have made a change in a different tab. -
Resource Details Opens the Contact Card when you select a resource and click Resource Details, or when you double-click a resource. For more information, see Contact Card Lightning Component Overview.  
Show Other Work

When deselected, displays, displays all assignments and held resource requests assigned to resources for the current project.

When selected, displays:

  • All assignments and resource requests assigned to resources for the current project.
  • All assignments and resource requests assigned to resources on other projects that overlap with the current project’s start and end dates.
All assignments and resource requests assigned to resources for the current project.
Today Displays the current day on the timeline, and maintains the current zoom level. -
Zoom Changes the view between days, weeks, months, quarters, and years. The zoom level you set is saved between browser sessions. Weeks

Fields

Field Description
End Date End date of the project.
Project Name Name of the project.
Resource Name Name of the resource. The resource’s avatar is displayed when provided. A default avatar is displayed when the resource’s avatar is not available.
Resource Requests All unheld resource requests for the current project. Unheld resource requests are not shown for any other projects that resources on the current project are also working on.
Resource Role Name of the resource’s role.
Start Date Start date of the project.