Resource Change Fields

Here is a description of the fields on the Resource Change object.

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

Field     Description
Change Date *   Date on which the change is to be applied from.
Created By     Name of the user who made the change and the date and time that the change record was created.
New Region/Practice.Group     Region that the resource belongs to after the change.
New Resource Role     Resource's new role.
Note: Note
Changing a resource role can impact utilization calculations by role.
New Utilization Target     Resource's utilization target after the change.
New Work Calendar     Resource's work calendar after the change.
Old Region/Practice/Group     Region that the resource belonged to before the change.
Old Resource Role     Resource's previous role.
Note: Note
Changing a resource role can impact utilization calculations by role.
Old Utilization Target     Resource's utilization target before the change.
Old Work Calendar     Resource's work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group. before the change.
Resource *   Resource to which the change record applies.
Old Is Resource Active     State of the resource's Is Resource Active checkbox on their contact record before the change.
New Is Resource Active     State of the resource's Is Resource Active checkbox on their contact record after the change.
Old Is Resource     State of the resource's Is Resource checkbox on their contact record before the change.
New Is Resource Active     State of the resource's Is Resource Active on their contact record after the change.

Buttons

Button Description
Edit Allows you to edit the resource change record.
Delete Allows you to delete the resource change record.
Clone Allows you to make a copy of the resource change record.
Submit for Approval Allows you to submit changes for approval.

Related Concepts

Contacts and Resources

Related Tasks

Adding a Resource

Setting up PSA Resources

Managing Resource Replacement

Reference

Resource Fields

Managing Resource Replacement Fields

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