Assigning Resources

Assigning Resources from a Resource Request

To assign a resource based on a resource request:

1. On the Resource Requests tab, click the Resource Request ID that you want to assign resources for.
2. Scroll to the Assign Resource section and enter applicable resource information. For more information, see "Assign Resource (Single Staffer)".
3. Click Refresh.
4. Optionally, if required, click + to view the availability of the resource and edit the schedule. See "Resource Details".
5. Click Assign next to the resource that you want to assign.

Assigning Resources Using the Search Resources Page

If your administrator has made the Search Resources page available, you can use it to assign resources.

To assign a resource from the Search Resources page:

1. Click Search Resources in the PSA Links section of the Home page sidebar, or click the Search Resources tab.
2. Enter your search criteria and click Search. You can also display search results on a map. See "Search Resources Fields".
3. Click Assign on the resourceA contact that works on a project. that you want to assign.
4. Complete the fields on the Create Assignment popup. See "Search Resources Fields".
5. Click Assign.

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