Creating Resource Requests

Tip:

You can also create assignments and resource requests from Gantt. See Creating Assignments and Resource Requests from Gantt.

To find the resources you want to assign to resource requests, see Searching for Resources. To update, reschedule, or delete resource requests, see Updating Resource Requests.

Creating Resource Requests

To create resource requests:

  1. Click one of the following depending on configuration:
    • New or Request Project Resources on the Resource Requests related list of the project that you require resources.
    • New or Request Resources on the Resource Requests related list in an opportunity.
    • Expand Resource Requests and click New Resource Request on a project or opportunity.
  2. Complete the fields described in Resource Request Fields.
  3. [Optional] Do one of the following:
    • Add Skills or Certifications by applying a Skill Set or add skills individually. Select a Skill Set and click Apply Skill Set. Select a Skill or Certification and, if required, a Rating. To add more Skills or Certifications, click Add Skill.
    • If you are creating resource requests using the New button, add skills via resource skill requests. For more information, see Managing Resource Skill Requests on Resource Requests.
  4. Click Add.
  5. Click Save.

Creating Multiple Resource Requests

To create multiple resource requests:

  1. On the applicable project or opportunity, from the Resource Requests related list, click Mass Update Resource Requests. The name of the project or opportunity is displayed.
  2. Click Create Resource Requests. PSA adds new rows for the resource requests you want to create.
  3. Tip: Tip
    You can control the number of rows added using the empty-resource-request-lines-to-create-on-mass-update setting. See Resource Request Settings for more information.
  4. In the Resource Requests Details area, for the resource requests you want to create, enter the resource request information. See Resource Request Fields for more information.

    Tip: Tip
    You can control the fields shown here using the mass-update-resource-request-fieldset-name field set. See Resource Request Settings for more information.
  5. Click Save Updated Resource Requests. PSA confirms that the resource requests have been created and saved.
  6. Click Back to Mass Update Resource Requests, Back to Project or Back to Opportunity to continue.