Task-driven resource requests are generated by FinancialForce PSA, based on attributes you select, from project tasksA unit of work or collection of work associated with a project. and child project task assignmentsAssociates a resource or a role with a project task for a defined time period. Use Project Task Gantt to assign resources or roles to project tasks.. They give you an informed estimate of the roles, resources, and project milestones you'll need to cover to deliver a project.
You can choose whether to generate unheld or held resource requestsOccurs when a named resource has been reserved (held) against, but not booked to, a project or opportunity. Also referred to as "soft booking".. Project task assignments need an allocated resource in order to generate held resource requests. Held resource requests are generated with a preferred schedule based on the work calendar associated with the held resource. This schedule is set with the "Calculate End Date, Ignore Availability" scheduling strategy.
Task-driven assignments are generated by FinancialForce PSA, based on attributes you select, from project tasks and child project task assignments. They are created directly—without intermediate resource requests—and use the resource's default cost rate and a zero bill rate. Assignment hours are summed up from estimated hours on project tasks.
The process requires source project tasks to exist on the project. You can create the project tasks in Project Task Gantt or in the standard Salesforce interface. You are informed if there's not enough information on the project tasks to generate records based on the attributes you select.
You can choose to generate task-driven resource requests or assignments based on a combination of:
| Role | [Any project task assignment fieldsª] |
| Resource | [Any project task fieldsª] |
| External resource | [Any user-defined fields on project tasksª] |
| Milestone | [Any user-defined fields on project task assignmentsª] |
You can set how many days to allow between consecutive project task assignments before the process divides a single resource request or assignment, spanning the start and end dates of two or more project task assignments, into two. In this case, you can generate separate records for each time period based on your selected attributes. The value you enter is independent of the attributes selected to generate records, such as Role and Milestone. You can choose whether weekends are ignored or considered.
For more information, see "Setting Longest Gap Allowed".
Your administrator can use a field set to add additional standard or user-defined fields to the list of generation attributes. These fields must be on the project task or project task assignment objects. For more information, see the "pta_fieldset_to_split _resource_request" setting.
You can view the financial impact of task-driven resource requests and assignments on the project by viewing summary information on the project. For more information, see "Viewing Summary Information".