A Resource Record in Certinia PSA is the central object representing an individual who can be scheduled for and perform work on projects. Its existence is a prerequisite for two fundamental actions: being assigned to a project as a team member and tracking actuals. Assigning a resource links them to the project's work breakdown structure, making them available for tasks. Subsequently, the resource must enter timecards and expense reports against their assigned projects to record effort and costs, which is essential for project accounting, billing, and utilization tracking.

A. Creating a milestone: Creating a milestone is a project management function performed by a user with the appropriate permissions, typically a Project Manager. This action pertains to defining the project structure, not performing work that requires a Resource Record.

1. Certinia PSA Administration Guide, "Resources Overview". This section details that a resource record must be created for any user who needs to be assigned to a project, have their time and expenses tracked, or be included in resource planning and utilization calculations.

2. Certinia PSA Project Management Guide, "Building Your Project Team". This chapter explicitly states that to add a person to a project team, you must select them from the list of active Resource records in the system. The assignment process is fundamentally dependent on the existence of a Resource record.

3. Certinia PSA Time and Expense Management Guide, "Entering Timecards". The guide specifies that only users with an associated Resource record can create and submit timecards. The system links the timecard entry to the resource, their assignments, and the corresponding project for accurate cost and revenue recognition.