Staffing permission controls enable you to set permissions to staff resources on the specified 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..
To make staffing decisions, users must be assigned the necessary staffing permissions for projects and resources as shown in this table.
| Staffing Permission Control | For Projects | For Resources |
|---|---|---|
| Region or Practice or Group |
|
|
| Project |
|
|
| Resource |
|
To apply the Staffing permission control to Resource and Project Planners, set the Edit Requires Staffing Permission custom field to true in the Resource and Project Planners Settings and Preferences custom setting. When this field is set to true, the Staffing permission controls the ability to edit assignments or resource requests in the respective planner.
There are also two additional permission controls that control how your users can create, and assign resources to, resource requests:
- The Resource Request Entry permission control controls the ability of your user to create resource requests.
- The Staffing permission control controls the ability of your user to assign a resource to a resource request.
Both permission sets are required for creating resource requests and assigning resources to them.