You can control the behavior of the Create Resource Request and Generate Resource Requests from Project Task Assignments pages using the settings in the Resource Requests configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature..
Key:
O – Obsolete.
B – Affects bottom-up planning.
| Setting | Key | Description |
Default Value |
|---|---|---|---|
| allow-to-assign-a-resource-with-different-role | B | When creating an assignment or held resource request in Bottom-up planning and using 'By Resource' to split PTAs, determines that the resource defined on the PTA is assigned by the PTA role, irrespective of the contact role. | False |
| auto-update- pta-with-assigned-resource |
B | When generating task-driven resource requests, indicates whether the Resource lookup on source project task assignments is automatically updated to match the resource assigned on the resulting assignment. You must staff a resource request for this setting to take effect. | False |
| auto-update-pta-with-held-resource | B | When generating task-driven resource requests, indicates whether the Resource lookup on source project task assignments is automatically updated to match the resource held on the resource request. You must have a held resource request for this setting to take effect. | False |
| auto-update-rr-with-assigned-resource | B | If true and the assigned resource changes, the source resource request lookup is automatically updated to match the resource. | False |
| copy-percent-allocated | Indicates whether the percent allocated value on a resource request is copied to the assignment when assigning a resource on the Assign Resource (single staffer) page and the Search Resources page. | ||
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Indicates whether the resource's planned bill rate is to be copied to the Planned Bill Rate field on a resource request. | ||
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Indicates whether the resource's role is to be copied to the Resource Role field on a resource request. | ||
| copyRRMilestoneToAssignment | Indicates whether the trigger code that copies milestones from resource requests to assignments fires. This determines whether the milestone on a resource request is copied to the related assignment when it is created from the resource request. | ||
| create-resource-request-with-no-opp-update-permission | Indicates whether a user without access to an opportunity can create a resource request from a project task assignment. When set to True, you can create a resource request from the Generate Resource Requests from Project Task Assignments page by clicking Preview Resource Request without having to select the Opportunity field on the resource request. The default value is false. | False | |
| create_RR_only_ where_all_info_available_on_PTA |
B | Indicates how project task assignments are handled when generating task-driven resource requests. If set to True, only project task assignments with all required information will be considered when generating resource requests. If set to False, missing required information will be treated as null and processed. The information required depends on the options that you choose to generate resource requests based on. | False |
| create-rr-if-pta-not-having-resource-when-create-assignment | B | Determines how project task assignments without a resource are handled when assignments or held resource requests are created. If true, users are prompted to create resource requests for any project task assignments without a resource after creating assignments or held resource requests. | False |
| custom-primary-skill-lookup | Indicates whether a customizable lookup is displayed when you click the Primary Skill / Certification lookup on a resource request. The columns that you can select for display are defined in the custom-primary-skill-lookup-columns configuration option. | ||
| custom-primary-skill-lookup-columns | Contains a comma-delimited list of API field names to display on the customizable Primary Skill / Certification lookup. | ||
| default_est_hours_on_task_RR_for_PTA | B | When generating task-driven resource requests, determines the default estimated hours that will be applied to a project task with a null value for estimated hours. If no value is defined, the process ignores project tasks without estimated hours. | |
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Indicates whether the Primary checkbox can be left unselected on the New Resource Skill Request pages when creating a resource request. | ||
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Default value in the Request Priority field on a resource request. | ||
| default-resource-role | B | Default value in the Resource Role field on a resource request. When generating resource requests from project tasks, you can choose to apply the default value to resource requests where a value for resource role cannot be determined. | |
| default-role-on-rate-card-set | Sets the default resource role for rate cards that have not been associated with a rate card set on the Create Rate Card Set page. See Managing Rate Card Sets for more information. | ||
| default-start-and-end-dates-from-project | Indicates whether PSA sets default start and end dates when creating a resource request in the context of a project. When you set this configuration option to true, the default start and end dates are also copied to resource requests that are created out of a project template. | ||
| empty-resource-request-lines-to-create-on-mass-update | Determines the number of rows to add when a users clicks Create Resource Requests on the Mass Update Resource Requests page. See Mass Updating Resource Requests for more information. | ||
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Indicates whether users are prevented from saving a parent resource request when they do not have permissions to create a resource skill request. | ||
| group-required | Indicates whether the Group field on the Resource Request page is a required field. | ||
| hide-bill-rate-column | B | Determines whether the Bill Rate column is hidden on the Generate Assignments from Project Task Assignments UI. Determines whether all Bill Rate fields including any sub and grand totals are hidden from the Unfilled Resource Requests UI. | False |
| hide-cost-rate-column | B | Determines whether the Cost Rate column is hidden on the Generate Assignments from Project Task Assignments UI. Determines whether all Cost Rate fields including any sub and grand totals are hidden from the Unfilled Resource Requests UI. | False |
| hide-hours-avg-cost-rate-column | B | Determines whether the Hours * Avg Cost Rate column including any sub and grand totals are hidden on Generate Resource Requests from Project Tasks, Generate Held Resource Requests from Project Tasks, and Unfilled Resource Requests UIs. | False |
| hide-hours-suggested-bill-rate-column | B | Determines whether the Hours * Suggested Bill Rate column including any sub and grand totals are hidden on Generate Resource Requests from Project Tasks, Generate Held Resource Requests from Project Tasks, and Unfilled Resource Requests UIs. | False |
| hide-overlap-pta-with-resource-role | Determines whether project task assignments that overlap with a resource request's or assignment's resource role are hidden. If true, overlapping project task assignments are hidden. | ||
| hide-overlap-pta-with-start-and-end-date | Determines whether project task assignments that overlap with a resource request's or assignment's start and end dates are hidden. If true, overlapping project task assignments are hidden. | ||
| ignore-pta-not-having-resource-when-create-assignment | B | Determines if a project task assignment can be created without a resource when creating assignments or held resource requests. If true, project task assignments without an assigned resource are ignored. | False |
| mass-update-resource-request-fieldset-name | Defines the name of a field set containing resource request fields to display as columns in each row on the Mass Update Resource Requests page. | ||
| notes-required | Indicates whether the Notes field on the Resource Request page is a required field. | ||
| percent-allocated-required | Indicates whether the Percent Allocated field on the Resource Request page is a required field. | ||
| planned-bill-rate-required | Indicates whether the Planned Bill Rate field on the Resource Request page is a required field. | ||
| practice-required | Indicates whether the Practice field on the Resource Request page is a required field. | ||
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Contains a comma separated list indicating the precedence of rate cards when there is more than one matching rate card. | ||
| pta_fieldset_ to_split _resource_request |
B | Determines additional attributes by which to split task-generated resource requests and assignments. Enter the API name of a field set (on the project task assignment object) containing either project task assignment or project task fields, including user-defined fields. The fields in the referenced field set will be available to select on the Generate Resource Requests from Project Task Assignments, Generate Held Resource Requests from Project Task Assignments, and Generate Assignments from Project Task Assignments pages. | |
| region-required | Indicates whether the Name field on the Resource Request page is a required field. | ||
| requested-bill-rate-required | Indicates whether the Requested Bill Rate field on the Resource Request page is a required field. | ||
| Resource-search-default-logic | Indicates whether you can use OR logic in a skill-based search on the Search Resources page. | ||
| rr-name-required | Indicates whether the Name field on a resource request is a required field. | ||
| rrset-cancellation-status | Status to set on other resource requests when a resource request belonging to the same resource request set is staffed. | ||
| show-planned-bill-rate | O | This setting is now obsolete. | |
| show-status | O | This setting is now obsolete. | |
| suggested-resource-required | Indicates whether the Suggested Resource field on the Resource Request page is a required field. | ||
| use-highest-bill-rate-cost-rate-margin | When set to True, rate cards will use the highest margin between the suggested bill rate and the average cost rate. If this setting is not selected, rate cards will use the highest bill rate. | False | |
| use-resource-request-sets | Indicates whether PSA uses resource request sets. This controls whether triggers used in the resource request set functionality are executed. |
The match partial assignment overlap setting in the Resource Single Staffer configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. indicates whether resources that are assigned to other projects during some of the time between the start and end dates of a search are excluded from the results of the search.
You can hide the cost rate on the Resource Request search (Single Staffer) page from users using Field Level Security.
You can control the whether advanced search filters are enabled on the Assign Resource section of the Resource Request page using these settings in the Resource Single Staffer configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature..