Holding Resources
To hold a resource:
- On the Resource Requests tab, click the Resource Request ID that you want to hold resources for.
- Click Search Resources. On the Search Resources page, select the criteria you want to use to find a resource to hold. For more information, see "Search Resources ".
- Click Search. If the resource that you want to assign is not listed, change the search criteria.
- To view a resource in the Resource Planner, click View In Planners. PSA opens a new tab and displays the resource in the Resource Planner.
- For the resource you want to hold, click Hold.
- Complete the fields on the Hold Resource popup, see "Search Resources Fields" for more information and click Hold.