Copy Resource Requests from Project Templates Fields

When copying resource requests to an opportunity or a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., you can change some of the values before adding the request to the project or opportunity on the Add Resource Requests page. Here is a description of the fields and buttons on the Add Resource Requests page.

Key:
* – Mandatory field.
R – Read-only.

Field     Description
Opportunity/Project Name   R Name of the project or opportunity to which the resource requests are to be added.
Region/Practice/Group   R Region/Practice/Group of the project or opportunity to which the resource requests are to be added.
Master Date     Changes the Start/End Dates depending on the value that you enter.
Checkbox     Indicates whether the resource requestA means of asking for resources for a project or an opportunity. is to be added to the project or opportunity.
Resource Role   R Resource Role of the resource request.
Primary Skill / Certification     Required primary skill or certification in the resource request.
Start/End Dates *   Estimated start and end dates.
Requested Hours   R Estimated number of hours for the resourceA contact that works on a project..
Requested Bill Rate     Bill rate to charge for the resource.
Planned Bill Rate     Bill rate used during planning activities on fixed price resource requests when the actual bill rate is zero.
Notes   R Notes on the resource request.

Buttons

Button Description
Add to Project Adds the selected resource requests to the project.
Add to Opportunity Adds the selected resource requests to the opportunity.
Back to Templates Displays the Select Project Template page.

Related Concepts

Resource Requests

About Contacts and Resources

Resource Planner

About Staffer

Assignments and Schedules

Related Tasks

Creating Resource Requests

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

Assigning Resources

Searching for Resources

Holding Resources

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