Creating Resource Requests Creating a Resource Request Set Holding Resources for Resource Requests in a Resource Request Set Searching for Resources and Assigning them Resource Request Set Fields Resource Request Detail

Resource Request Sets

A resource request set is a group of resource requests. If your administrator has configured PSA to use resource request sets, you can use a resource request set to hold several resources for a particular task. When one of the resource requests in the resource request set is staffed, the status of the other resource requests in that set are set to Cancelled.

Note: Note
When a resource request belongs to a resource request set, you cannot edit its project, opportunity or account fields.

The diagram that follows shows the life cycle of a resource request setA group of resource requests. You can use resource request sets to hold more than one resource against a resource request..

Related Tasks

Managing a Resource Request Set

Reference

Resource Request Set Fields

Resource Request Fields

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