Previous Topic: Unbook Hard-Booked Resources Using RequisitionsNext Topic: Request Additional Bookings

Teams (projects and investments) › Manage Resource Requisitions › Replace Unbooked Resource Requisitions

Replace Unbooked Resource Requisitions

When unbooking a resource through a requisition, you can request a replacement team member. The action lets you unbook the selected resource and request for a new team member.

Follow these steps:

  1. Open the project and click Team.
  2. Select the check box next to the name of the hard-booked resource to unbook, and from the Actions menu, click Create Requisitions.
  3. In the Select Requisition Type section, select Replace Resources to replace all hard allocation with a new resource.
  4. In the Resources section, click Create and Open to unbook the resource completely.

    The team staff page of the project appears showing the booking status as Mixed. An unbook requisition is created to unbook totally the resource for the entire hard-allocated amount.