Open topic with navigation

Using the Staffer

To staff the resource requests for your projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. using the stafferA graphical tool that allows you to add resources - and visually match resources - to resource requests.:

1. Ensure that you have set the appropriate permission controls for resource requestA means of asking for resources for a project or an opportunity. entry and staffing for your resources, regions, practices, groups and projects.
2. Ensure you have created the resource requests for your projects and they are marked Ready to Staff.
   Tip:

   Tip

   

   If your resource request does not appear in the Staffer, it could be because its status is not set to Ready to Staff.
3. Click Staffer on the sidebar.

   The staffer appears with all resource requests in the Resource Requests section. All the resource requests for which you have a permission controlDetermines whether a single user has permission to carry out specific tasks in FinancialForce PSA. are listed.

4. Locate the resource request that you want to staff. You can narrow the list of resource requests by:
   • Only those you have created.
   • All that have been created for the RPGAbbreviation of region, practice, group. for which you have permission controls.
   • Resource request number you enter in the text box.
   • Advanced options including specific start/end dates, opportunity probability, RPG, accountAccounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists., and resourceA contact that works on a project. role.
   • Start Date (All, Next 10 days, Next 45 days and Past).
5. Click the resource request.

   The resource request appears in the Worksheet and a green bar appears, which represents the requested schedule. You can zoom in or out on the calendar time periods by clicking the magnifying glass icons on the right.

6. Locate the resource that you want to assign to the resource request. You can narrow the list of resources by:
   • Those in your RPG for which you have permission controls to assign.
   • Name.
   • Advanced options including cost, external only, RPG and resource role.
7. Click a resource.

   The worksheet underneath the resource request is displayed, along with a visual representation of that resource's availability:

   • Black bar: the resource is available based on the schedule.
   • Red bar: the resource is already scheduled during that time.
   Tip:

   Tip

   

   If you want to view a resource's existing assignments in the worksheet, click next to the resource that you want to view the existing assignments for.
8. Double-click the resource you want to assign in the Worksheet section.

   The Plan tab appears with the details for that resource.

9. If you want to change the schedule pattern for the assignment, click the Worksheet tab , then select the schedule pattern you want from the Schedule Pattern drop-down list. For further information, see Staffer Fields.
10. To assign the resource, click the Plan tab if it is not already displayed, then click Schedule. To hold the resource, click Hold.
11. Click Save.
12. Repeat the last six steps for each resource that you want to assign to the resource request.

Tip:

Tips

To view an assignmentConnection between a resource and a project., resource request or resource on its detail page, right-click its name and click Open Record.

You can drag headings to view the fields in the order that you want.

Note:

Notes

We recommend that you refresh the Staffer page after saving.

If you click your browser's back button while using the staffer, it returns to the page you were on before you started the staffer.

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

Open topic with navigation