About Staffer

The stafferA graphical tool that allows you to add resources - and visually match resources - to resource requests. is a graphical tool which allows you to visually match resources to resource requests, and then add the resources to the requests, saving the time it takes to do these steps with the native FinancialForce PSA pages.

You locate a resource requestA means of asking for resources for a project or an opportunity., and the staffer shows potential available resources. You then drag the resource under the resource request on the Staffer worksheet, and optionally adjust the schedule. When you are finished matching a resourceA contact that works on a project. to a resource request, you switch to the plan sheet, save the plan, and the resource is added to the resource request.

Note: Note
You can add as many resources to the worksheet on the staffer as you want, but you can only assign one resource at a time for each resource request.

Related Tasks

Setting up PSA Resources

Creating Resource Requests

Using the Resource Planner

Using the Staffer

Assigning Resources

Searching for Resources

Holding Resources

Reference

Resource Fields

Resource Request Fields

Assign Resource to Project Fields

Copy Resource Requests from Project Templates Fields

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