Booking resource on a Project Task or a Service Ticket in PSA | CloudFronts

Booking resource on a Project Task or a Service Ticket in PSA


PSA doesn’t have the capability OOB to do the allocation’s over the task. This means the resource booked are booked for a project and we cannot identify what task they are going to perform or are booked for.

How to do?

This is the real time scenario which a PM regularly comes up with while allocating. To this I have figured out a solution that can be worked upon. Write a Plugin to create a Resource Requirement record on creation of Project Task in the WBS.

In schedule board expose Project task Entity to be visible.

This will allow you to drag and drop the allocations on to the schedule board. But, the challenge here is that the Project Tasks doesn’t comes automatically in the above grid. It comes because of the Plugin written above to create a record of Resource Requirement.

Ensure the plugin will take care of the updates made to the task and will update the Resource Requirement record simultaneously.

In our organisation we also, allocate resource on cases that the clients have raised. For the same, we will have to write a workflow to create a task in WBS as soon as a case is created. On the creation of a task we already have a plugin written to create a Resource Requirement record. You can then allocate Resources on cases.

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