Resource Requests

In FinancialForce PSA you use a resource requestA means of asking for resources for a project or an opportunity. to ask for resources before the start of a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..

On the New Resource Request page you enter specific details to help identify the right resources for the project. You can add a workflow to the system to notify operations staff members when new resource requests are created.

Once you have created a resource requests for your projects, there are a number of ways in which you can assign resources to them in FinancialForce PSA:

If you already know which resources you plan to assign to your project, you can skip the resource request step and assign them directly from the Project related list.

If you have the permissions to do so, you can create rate cards to automatically attach a suggested bill rate and average cost rate for a resource role on an accountAccounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists., regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects.. To be attached to the resource request automatically, the rate cardSuggested bill rate or average cost rate for a resource role in a region, practice or group. You can use these rates for information purposes in resource requests. must be applied to a matching account or a matching region, practice, or group. Global rate cards where the role matches, but the rate card account and RPGAbbreviation of region, practice, group. fields are all blank are not attached to the resource request automatically.

Related Tasks

Searching for Resources

Assigning Resources

Holding Resources

Managing a Resource Request Set

Generating Assignments from Tasks

Generating Resource Requests from Tasks

Creating Resource Requests

Adding a Task or Checkpoint

Copying Resource Requests from a Project Template

Searching for Resources

Viewing Summary Information

Mass Updating Resource Requests

Setting up PSA Resources

Using the Resource Planner

Using the Staffer

Reference

Search Resources Fields

Resource Request Set Fields

Resource Request Fields

Generate Resource Requests, Held Resource Requests or Assignments from Project Tasks Fields

Project Task Fields

Project Task Assignment Fields

Copy Resource Requests from Project Templates Fields

Request Resources Fields

Resource Fields

Assign Resource to Project Fields

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.