Contacts and Resources

In FinancialForce Professional Services Automation a resource is a type of contact. Once you have resources in FinancialForce PSA you can carry out many tasks depending on the permissions that your administrator has assigned including:

Resource change records track changes made to the resource's 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., groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group. and utilization target.

Note: Note
We do not recommend using a person account as a PSA resource. If your administrator has enabled person accounts, ensure that no value is entered in the Salesforce User field on a person account.

Related Tasks

Adding a Resource

Setting up PSA Resources

Managing Resource Replacement

Reference

Resource Change Fields

Resource Fields

Managing Resource Replacement Fields

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