More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views enable you to display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
- From the list, you can click any resource request id to go directly to its detail.
- Click New to create a new resource request.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
You can use a resource request A means of asking for resources for a project or an opportunity. to ask for a resource before the start of a project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..
On the New Resource Request page, you enter specific details to help identify the right resources for the project. You can add a workflow to the system to notify operations staff members when new resource requests are created.
You can assign resources to created resource requests, or directly to projects, as shown in the table below:
| Task | More Information |
|---|---|
| Complete the Assign Resource section on the resource request. | Assigning Resources |
| Load, preview, and convert unheld resource requests into held resource requests or assignments in the Resource Planner. | |
| Skip the resource request step and assign resources directly to your project from the Assignment related list on the project. | Assigning Resources by Name |
| Request resources to work on a project. |
Rate Cards
You can create rate cards to automatically attach a suggested bill rate and average cost rate for a resource role on an account In this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. FinancialForce accounts can be any Account Record Type., region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practice A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects.. See Rate Cards Overview and Setting up Rate Cards.
Rate Card Discounts
You can apply a rate card discount percentage to unassigned or unheld opportunity and project resource requests. See Applying Rate Card Discount.