5/26/2023 0 Comments Slicethepie auto typer![]() Resource roles can be created and given a specific target utilization and billing type. These can be located under the PSA app and under the ‘Resources’ section. a Discovery meeting may be fulfilled by the role ‘Pre-Sales Consultant’. Essentially, these roles will be matched to tasks in a WBS and a resource who can fulfil the role will be allocated i.e. Resource role is a term used in Professional Services Automation Industry space as a set of skills, competencies and certifications that a person is required to perform a set of tasks on a project.
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