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Submitting a resource request 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

You can submit a generated resource requirement as a resource request. The request is then sent to a Resource Manager for fulfillment.

  1. In Project Service Automation (PSA), on the Projects page, click the Team tab to view a list bookable resources.
  2. Select the generic resource that has a resource requirement from the list and then click Submit Request.

Submitting a resource request.

The request status of the generic team member changes to Submitted.

After the request is fulfilled by the Resource Manager, the generic resource is replaced by a named resource if the Resource Manager fulfills the request with the booking of a named resource. Otherwise, the generic resource remains on the team and the request status changes to Needs Review, if the Resource Manager has proposed a named resource.