Managing the Resource Schedule

You can view the Resource Schedule, and use it to manage resources and an individual resource's schedule.

To customize the PSA Resource Schedule, See Customizing the PSA Resource Schedule Component.

Viewing the Resource Schedule

To view the Resource Schedule:

  1. [Optional] In the Resource Filter specify a date range in the Start Date and End Date fields.
  2. On a resource request record, click Resource Schedule. The Resource Schedule opens and displays the default Week view for today.
  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
  4. [Optional] Select a resource in the Resource Schedule and click Resource Details to view their details in the Contact Card. See Contact Card Lightning Component Fields for more information.

Pinning and Unpinning Resources

Note:

You cannot pin the resource request record in the Resource Schedule.

For more information about how pinning works, see Pinning Resources.

To pin or unpin a resource:

  1. Select a resource in the Resource Schedule.
  2. Click Pin.
  3. Click Unpin in the Resource Schedule to remove the resource as a pinned user.

Comparing Resources

For more information about how comparing resources works, and what you can do, see Comparing Resources.

To compare resources:

Click Compare in the Resource Schedule. The top three resources in the Resource Schedule are displayed in the Compare Resources window.

Viewing or Editing Projected Schedules of Resources

Your administrator can set the default scheduling strategy. For more information, see Specifying the Default Scheduling Strategy. You can override the strategy in the Scheduling Strategy field.

The scheduling strategy you select in the Manage Schedule window is reset to the default scheduling strategy specified by your administrator when you:

To view or edit a resource's projected schedule:

  1. Select a resource in the Resource Schedule.
  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.

Holding and Unholding Resources

For more information about how holding and unholding resources works, see Holding Resources and Unholding Resources.

To hold or unhold a resource:

  1. Select a resource in the Resource Schedule.
  2. Click Hold or Unhold in the Resource schedule.

Assigning Resources

For more information about assigning resources and creating assignments, see Creating Assignments.

To assign a resource:

  1. Select a resource in the Resource Schedule.
  2. Click Assign in the Resource schedule. The selected resource is assigned to the current resource request. The Assign button changes to Assigned.