The PSA Contact Card Lightning component is available for the Resource Request record page. For more information about configuring the PSA Contact Card component, see Customizing the PSA Contact Card Component.
The PSA Contact Card enables you to view availability, additional information, matching skills, and schedule information for a selected resource. The PSA Contact Card header section displays an image for the selected resource, their resource name, and role. The sections that you can expand or collapse in the PSA Contact Card are described below. For information about the default fields in these sections, see Contact Card Lightning Component Fields.
For more information about our Lightning components, including adding them to your Resource Request record page and configuring them, see PSA Lightning Components Overview.
Details
You can view any detail fields that have been configured on the selected resource's contact record.
You can add additional read-only fields to a field set on the Contact object, and select this field set to display these fields in the Details section. For more information, see Contact Field Sets and Customizing PSA Lightning Components.
By default, no field set is selected in App Builder, and therefore contact fields do not display by default in the PSA Contact Card. When the PSA Contact Card is added to a Resource Request record page, the name of the resource and an image of the contact if present on the Salesforce user record is displayed. To view any additional lookup fields that you add to the PSA Contact Card component from a Contact field set, you must also add these lookup fields to your Contact Lightning record page.
Availability
You can view daily availability in months in the calendar for a selected resource. Daily availability data is calculated from the resource's assignments and resource requests, and their work calendar. Availability information is updated accordingly when a resource is held or assigned. The following dots represent daily resource availability.
| Dot | Resource Percentage Allocation For the Day |
|---|---|
| No dots | Holiday or day with zero working hours according to the selected resource’s work calendar. |
| Three non-colored dots | No hours allocated. |
| One blue dot | More than 0% but less than 50% allocated. |
| Two blue dots | More than or equal to 50% but less than 100% allocated. |
| Three blue dots | Exactly 100% allocated. |
| Three red dots | Over 100% allocated. |
When Show Resource Requests is deselected, the selected resource's resource requests are excluded from their availability calculation in this section. For more information, see Customizing the PSA Contact Card Component.
When you hover over a day, the following data is shown for the selected resource derived from their work calendar, holidays, assignments, and resource requests:
- Available Hours
- Assigned Hours
- Held Hours
- Non-Working Days
When you click a day in the calendar, available, assigned, and held hours are displayed in the Resource Schedule section, as well as the assignments and held resource requests.
Matching Skills
You can view a resource's certified skills, certifications, skills aspirations, and ratings that match any skills or certifications selected in the Resource Filter.
To view skills, one or more skills must be included in the Resource Filter. If Match Any skills is selected, at least one skill must be matched at the specified rating for the skill. You do not necessarily see all the skills for a resource, only those that match the filter.
When you have not filtered on any skills in the Resource Filter, certified skills, certifications, aspirations, and ratings are not displayed.
To view details of a resource's skills experience, click View Experience. The Manage Skills and Certifications window is displayed, showing a list of the resource's skills on the Skills tab. The Experience column indicates whether the resource has experience in using a particular skill. Alternatively, you can select the Experience tab to view details of the resource's experience. For more information, see Managing Skills, Certifications, and Experience for Resources.
Resource Schedule
You can view details of assignments and resource requests for a selected resource that fall fully or partially within the date range selected in the Resource Filter.
By default, assignments and resource requests are displayed. If you do not want resource requests to be displayed, you can configure the PSA Contact Card component in the Lightning App Builder to hide them.
To display information when you hover over an assignment or a resource request, you can configure the PSA Contact Card component to show the fields you need.
For more information on the relevant field sets, see the following:
Also displayed next to each record by default is the amount of time the resource is required to work on an assignment or resource request as a percentage of their working time. This is calculated using the resource's work calendar and the date range selected in the Resource Filter. You can configure the PSA Contact Card component to display the scheduled time in hours. This is calculated using the assignment or resource request's schedule and the date range selected in the Resource Filter.
For the selected resource's assignments and resource requests within the filtered date range, a summary bar shows the following:
- Hours that are available for scheduling
- Assigned hours
- Held hours