Teams (projects and investments) › Manage Resource Requisitions › Edit Unopened Requisition Requests

Edit Unopened Requisition Requests

As a project manager you can view your new requisitions, monitor your open requisitions and edit any unopened requisitions.

You can view a requisition status in the Request Status field. Whenever the requisition status changes, the Request Status field is updated.

You can only edit requisition requests that have a status of New.

After you submit an open requisition, the resource manager receives notification to work on the request. If a requisition is for a named resource, the named resource is automatically added to the resource list for the requisition when the status changes to Open.

Follow these steps:

1. Open the project and click Team.
2. Open the Team menu and click Requisitions.
3. Click the name of the requisition to edit the properties.
4. Complete the requested information. The following fields require explanation:

   Requisition Name

   Change the name of the requisition to describe the staffing requirement. When the requisition is created, the field is populated with the name of the selected staffing requirement.

   Required: Yes

   Due Date

   Select the last date of filling the requisition. The date generally appears before the date you require the resource.

   Status

   Indicates the status of the requisition. To submit a requisition, change its status from New to Open.

   Required: Yes

   Values: New, Open, Proposed, or Closed

   Requested By

   Displays the name of the project manager who created the requisition.

   Booking Manager

   Displays the booking manager name of the resource or role according to the staffing requirement.

   Requirement Name

   Displays the staffing requirement name. Each requisition can access all information from the team member. For example, skills, allocation needed, or role on which the requisition is based.

   Requested Resource

   Displays the name of the requested resource or role.

   Project

   Displays the name of the project for the requisition.

   Unbook

   Displays the status based on the selected option when creating the requisition. For example, Request Resources, Unbook Resources, or Replace Resources.

   Replace

   Displays the status based on the selected option when creating the requisition.

   Values: Request Resources, Unbook Resources, or Replace Resources

   Requested Amount

   Define the period for the resource to work on the project. Also, specify the percentage of the time available for the resource.

5. Save the changes.