Building Project Teams › How to Staff Projects › Resource Requisitions › Unbook Hard-Booked Resources Using Requisitions

Unbook Hard-Booked Resources Using Requisitions

When you reduce the scope of a projects or when a resource is unavailable during a particular time period in the project, you can unbook hard-booked resources from your project so that you can use their unbooked time on another project.

You can unbook a resource completely or partially from projects. The unbooked amount defaults to the hard allocation of the team member less the planned allocation.

After you unbook the resource requisition, the associated resource manager is notified. The resource manager can proceed to address the unbooked resource requisition.

Note: See the Resource Management User Guide for more information.

To unbook a hard-booked resource completely from a project

1. Open the project.

   The Project: Properties: Main - General page appears.

2. Select the Team tab.

   The Project: Team: Staff page appears.

3. Select the check box next to 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 Unbook Resources (Remove all hard allocation not in plan).
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.

To unbook a hard-booked resource partially from a project

1. Open the project.

   The Project: Properties: Main - General page appears.

2. Select the Team tab.

   The Project: Team: Staff page appears.

3. Select the check box next to 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 Unbook Resources (Remove all hard allocation not in plan).
5. In the resources section, click Create.

   The Project: Team - Staff page appears.

6. Click the request status link for the resource which shows a status of "New."

   The Requisition Properties page appears.

7. Specify the requested amount that you want to unbook (that is, indicate for what time period and by how much percent you want to unbook), change the status to "Open," and click Submit.

   Note: You can also do this from the Staff Member Properties: General page prior to unbooking the resource requisition.

More information:

Replace Unbooked Resource Requisitions

Resource Requisitions