Contact Card Lightning Component Overview

The Contact Card Lightning component is available for the Resource Request and Contact Lightning record pages. Contact cards also can appear as a part of other features, such as the Resource Optimizer and Work Planners, and can be accessed by double-clicking a resource or by clicking View details of the selected resource. In those circumstances, the contact card is not a standalone Lightning component so additional details are documented with the relevant feature.

The contact card enables you to view information about a selected resource. The header section displays an image for the resource, their resource name, and role. The sections that you can expand or collapse are described below. For information about the default fields in these sections, see Contact Card Lightning Component Fields.

Note:

To view a resource’s details on the contact card from the Contact Lightning record page, an administrator must have assigned you the PSA - View Resource permission set.

For more information about the custom Lightning components available, including adding them to your Lightning record page and customizing them, see PSA Lightning Components.

This section is displayed on the contact card for all Lightning pages and components.

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 Contact Card Lightning Component Properties.

By default, the Region, Practice, and Group fields are displayed. When the Contact Card component is added to a Lightning 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 Contact Card component from a Contact field set, you must also add these lookup fields to your Contact Lightning record page.

This section is displayed on the contact card for all Lightning pages and components.

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 Contact Card Lightning Component Properties.

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.

An administrator can control whether a resource's logged hours are displayed by selecting the Contact Card Show Logged Hours checkbox in the Lightning App Builder for any Lightning pages or components that contain the Contact Card Lightning component. The logged hours for the date range are displayed in a tooltip and include logged hours for non-working days.

Note:

Logged hours are shown in the Availability calendar for non-working days only when the value of the logged hours for the non-working days is greater than zero, or less than zero, as is the case when time is negatively logged. This scenario can occur if a resource has worked overtime on a day on which they were not scheduled to work.

This section is only displayed when you view the contact card from the Resource Request Lightning page. It is not displayed if you access the contact card from any other Lightning page or Lightning component.

You can view a resource's certified skills, certifications, skills aspirations, and ratings that match any skills or certifications selected in the Resource Filter on the Resource Request Lightning page.

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.

Note:

You must have the required permissions to view details of a resource's experience. For more information, see Permissions.


This section is only displayed when you view the contact card from the Resource Request Lightning page. It is not displayed if you access the contact card from any other Lightning page or Lightning component.

You can view details of matched resources' eligibility criteria. This enables you to determine whether a resource is a whole or partial match for a resource request.

Note:

When the Include Sub-RPGs option is enabled on the resource request, sub-RPGs will always show as a full match when the parent RPG is also a match. When viewing in Resource Optimizer, sub-RPGs are considered matches by default when the parent region matches.

To do this, perform either of the following:

  • Hover over a matched resource displayed in the Matched Resource column of the Resource Request table
  • Click a matched resource to view details of their matched criteria in the Credentials and Requested Skills sections of the Resource Details tab.

This section is visible on the contact card for all Lightning pages and components.

You can view details of assignments and resource requests for a selected resource that fall fully or partially within the date range:

  • If the contact card is on the Resource Request Lightning page, the date range displayed is the range selected in the Resource Filter.
  • If the contact card is on the Contact Lightning page, the date range displayed is the resource's current working week, based on the week start day in their work calendar. If the resource does not have a work calendar, Sunday is used as the default week start day. This means a Sunday to Saturday range that contains today’s date is used.

By default, both assignments and resource requests are displayed. If you do not want resource requests to be displayed, an administrator can configure the PSA Contact Card component in the Lightning App Builder to hide them.

If you do not want to display any resource requests and assignments with zero hours that are linked to the resource in the Resource Schedule, select Hide Zero Hour Commitments.

Note:

Depending on your date range, some resource requests or assignments with one or more hours might be hidden from display. This scenario can occur if, for example, your date range covers a weekend for which no hours are assigned, or if you use zero hour assignments to link resources to projects without scheduling any work.

To display information when you hover over an assignment or a resource request, an administrator can configure the 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 displayed. An administrator can configure the 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
Note:

When a resource's scheduled time is shown as a percentage, the summary bar still shows the values as hours.
If resource requests are not displayed, held hours are not displayed.

An administrator can control whether a resource's accumulated logged hours are displayed for the selected date range by selecting the Contact Card Show Logged Hours checkbox in Lightning App Builder for any Lightning pages or components that contain the Contact Card Lightning component. By default, logged hours are not displayed.