SECTIONS
You can use the Resource Schedule to view and manage an individual resource's schedule and to view and manage multiple resources.
The Resource Schedule is displayed on the Resource Request Lightning record page on the Resource Schedule tab. It initially shows the same data as the Resources list, using the filtering criteria applied in the Resource Filter. For more information, see Using the PSA Resource Filter Lightning Component.
Each time you change the filtering criteria in the Resource Filter and click Apply, data is updated and synchronized in both the Resources list and Resource Schedule.
Up to 200 resources are returned on the Resource Schedule. If the Resource Filter is not on the Resource Request page, resources are returned without any filtering.
Assigned, held, pinned, and suggested resources are always displayed at the top of the Resource Schedule to mirror the same sorting and filtering behavior as is shown in the Resources list. For more information, see Using the Resourcing Lightning Component.
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 the 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 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.