The Resource Schedule component is available on the Resource Request Lightning record page from the Resource Schedule tab.
The Resource Schedule initially shows the same data as the Resources list, using the filtering criteria applied in the PSA Resource Filter. For example, when you filter on Worked With Customer or Include Recommended Resources. For more information, see Using the PSA Resource Filter Lightning Component.
Each time you modify the filtering criteria in the Resource Filter and click Apply, the search results data in the Resources list and Resource schedule is updated and synchronized.
A maximum of 200 resources are returned in the Resource Schedule. Resources are returned without any filtering when the PSA Resource Filter is not on the Resource Request page.
The Resource Schedule shows the following.
| Current Resource Request | All Filtered Resources | ||
|---|---|---|---|
| The current held, unheld, or assigned resource request, as viewed on the Resource Request page. Colored background hatching shows resource request’s start and end dates. If you edit the start and end dates of the current resource request, these changes are reflected in the Resource Schedule. |
All filtered resources who match the criteria in the PSA Resource Filter, or who are suggested, held, pinned, Interested, or assigned to the current resource request, as viewed on the Resource Request page. Interested resources are those who have self-nominated themselves to complete the work for the resource request. For more information, see Expressing Interest in Upcoming Work Opportunities. For each filtered resource shown, the Resource Schedule displays a single row, showing all their held resource requests and assignments that overlap the resource request’s start and end dates. |
||
| Held | Unheld | Assigned | |
| When the current resource request is held, it is displayed inside a blue border on the row for the resource it is held against. The schedule’s start and end dates are used to display a held resource request. | When the resource request is unheld, it is displayed inside an orange border as its own row at the top of the Resource Schedule. | When the current resource request is assigned, it is displayed in blue, and filled, on the row for the resource it is assigned against. | |
You can view the Resource Schedule in days, weeks, months, quarters, and years. The default view in the Resource Schedule is Weeks.