A Resource Record is required to perform which two of the following actions?

AResource Recordis a critical entity in PSA that allows individuals to be allocated to projects and log their time and expenses.

Being Assigned to a Project:

A resource must be registered as aPSA Resourceto be allocated to a project.

Assignments linkResourcestoProjects and Tasksfor scheduling and workload planning.

Entering a Timecard and Expense Report:

Resources must exist in PSA fortime and expense entry.

If a Resource Record is missing, userscannot log timecards or submit expenses.

What a Resource Record is NOT Required For:

Creating a milestonedoesnotrequire a Resource Record. Milestones arefinancial eventslinked to a project, not individual resources.

PSA System Administration Guide

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