Accept or reject a proposed project resource in PSA

Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app version 3.x

This article provides information about how to approve or reject a proposed project resource.

When a Resource Manager proposes a named resource to fill the generic resource request for a project, the Request Status field for the generic team member is updated to Needs Review. The request is sent to the Project Manager for approval or rejection.

The grid on the Proposed Resources tab on the Project Team Member page shows the proposed resource’s current bookings. After the proposal is accepted, the grid is updated to reflect that booking.

To accept the proposed resource and book that resource on your team, click Accept Proposals.
To reject the proposal, click Reject Resource.

Similar to directly fulfilling a generic resource request with a named resource, the generic resource is replaced and the assigned tasks are updated with the named team member.