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Fulfilling resource requests in PSA

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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

Resource requirements can be sent as resource requests to the Resource Manager who is responsible for fulfilling those requests.

Resource requests are shown as a list in the Active Resource Requests view.

List of resource requests.

To fulfill a request, select it in the list, and then select Find Resources. Alternatively, double-click a row to open the request. You can then select the Resource Requirement tab to view the requirements for that request. To start to fulfill the request, select Find Resources.

Resource request details.

The Schedule Assistant appears and is filtered by the requirements. Select the resource, and then select Book.

Resource selected.

The generic team member is replaced with the hard-booked named resource on the project team and task assignments in the project schedule.