Using the PSA Resourcing Lightning Component

Notes:

The configuration options available in PSA are not considered when using this Lightning component.

To use this component, you need the appropriate permissions. For more information, see Lightning Component Permissions.

This component lists the resources with the fields Is Resource and Is Resource Active set to true on their contact records. A maximum of 200 records are returned. Irrespective of any applied filter criteria, assigned or held and suggested resources are automatically sorted and displayed at the top of the list. Other resources returned in the list are sorted by their availability as a percentage.

If the start or end dates in the resource filter have been updated, the schedule created when holding or assigning resources respects those dates and not the start and end dates on the resource request.

To use this component, you must first enable the Resource Request Lightning Page in Feature Console. For more information, see Enabling Resource Request Page Updates. You can also create you own resource request Lightning page and add this component to it. For more information, see Adding PSA Custom Lightning Components to a Lightning Record Page.

Note:

You cannot configure the default fields available in this Lightning component. For information on the fields available on this component, see PSA Resourcing Lightning Component Fields.

Viewing or Editing Projected Schedules of Resources

Note:

The Adjust Hours Per Day and Percent Allocation scheduling strategies are not supported for resource requests in Lightning experience. For information about scheduling strategies, see Scheduling Strategies Overview.

To view or edit a resource's projected schedule:

1. Select a resource.
2. Click Resource Details | Schedule.
3. [Optional] Select a strategy from the Schedule Strategy picklist. The Projected Start Date and Projected End Date fields display for the new schedule to be created for the selected resource. These are based on the selected scheduling strategy and the start and end dates from the filter criteria.
4. [Optional] Select the Custom scheduling strategy and do the following:
   1. Enter the hours you want in the Daily Hours fields. The Total hours field is automatically updated as you enter hours.
   2. Click Refresh to update the Projected End Date field and reflect the custom hours you have entered for the schedule.
5. Click Ok. The selected scheduling strategy is applied and the start and end dates from the filter criteria.

Viewing Resource Skills and Ratings

You can display the skills and skill ratings that a resource has, as filtered in the Resource Filter component. If Match Any skills was selected, at least one skill must be matched at the specified rating for the skill.

To view a resource's skills and ratings:

1. Select a resource in this component.
2. Click Resource Details | Skills.
3. View any matching skills and associated ratings for the selected resource.
4. Click Ok.

Holding Resources

You can hold a resource against a resource request. You can hold a different resource against the same held resource request.

To hold a resource:

1. Select a resource.
2. [Optional] Click Resource Details | Schedule to select a schedule from the Scheduling Strategy picklist. For information on scheduling strategies, see Scheduling Strategies Overview.
3. Click Hold.
   • The Resource field is populated with the name of the selected resource on the resource request and, where present, on the compact layout of the Lightning record page.
   • The Resource Held field is selected.
   • A new schedule is created.

Creating Assignments

Note:

To assign a resource to a project, you must have the Staffing permission control. For more information, see About Staffing Permission Controls.

You cannot create an assignment for a resource when:

• The resource is not selected.
• The resource request already has an assignment record.
• The Project field on the resource request is blank.
• You do not have the required permissions to access the Project field.

To create an assignment for a resource:

1. Select a resource.
2. [Optional] Click Resource Details | Schedule to select a schedule from the Scheduling Strategy picklist. For information on scheduling strategies, see Scheduling Strategies Overview.
3. Click Assign.
   • The Resource, Schedule, and Assignment fields are populated on the resource request and, where present, on the compact layout of the Lightning record page.
   • The Resource Held field is deselected if a resource was previously held against this resource request.