Create Requisitions

When you create the requisition, you can do one of the following:

Create the requisition and set its status to New. This way, you can edit the requisitions to add additional information not carried over from the staffing requirement. Also, you can change the default values, such as the due date or the amount requisitioned by manually open the requisitions.
Create the requisition and set its status to Open. This way, you can quickly submit all your requisitions when you do not need to edit any of the details. The details are already defined in the staffing requirement. After a requisition is submitted, the resource manager is notified through email and can act on the requisition.

Follow these steps:

Open the project and click Team.
Select the check box for a soft-booked resource or role, and from the Actions menu, click Create Requisitions.
Select a requisition type:
Values:
- Request Resources: Select this option to create new requisitions.
- Unbook Resources: Select this option to create requisitions to unbook and release hard-booked time.
- Replace Resources: Select this option to unbook and replace a hard-booked resource.
Select a booking manager for each resource or role. If the resource manager or administrator specifies a default booking manager, this value is automatically populated.
Do one of the following:
- Click Create to create requisitions with a New status.
- Click Create and Open to create a requisition. Set the status to Open.
Save the changes.

More information: