Replace Unbooked Resource Requisitions

When unbooking a resource through a requisition, you can request a replacement team member. This allows you to unbook the selected resource and request a new team member.

To replace an unbooked resource requisition with a replacement team member

  1. Open the project.

    The Project: Properties: Main - General page appears.

  2. Select the Team tab.

    The Project: Team: Staff page appears.

  3. Click the name of the hard-booked resource that you want to unbook, click More on the section toolbar, and select Create Requisitions.

    The Create Requisitions page appears.

  4. In the Select Requisition Type section, choose Replace Resources (Replace all hard allocation with new resource).
  5. In the Resources section, click Create and Open to unbook the resource completely.

    The Project: Team: Staff page appears showing the booking status as "Mixed". An unbook requisition has been created to totally unbook this resource for the entire amount by which it was hard-allocated.