Building Project Teams › How to Staff Projects › Resource Requisitions › How to Requisition Tasks

How to Requisition Tasks

The following is a high-level overview of the flow of tasks performed by the project manager and the resource manager to fulfill project staffing requirements through the process of creating and submitting requisitions:

1. The project manager defines staffing requirements by adding soft-booked resources or roles as project team members.
2. The project manager creates requisitions based on the pre-defined staffing requirements.
3. The project manager submits new requisitions so resource managers can start looking at them. The requisition is routed to the appropriate resource managers based on the default booking manager defined for the resource or role in the requisition.

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

4. The resource manager addresses requisitions by proposing a list of resources. The resource manager can also decline a requisition. In both cases, the project manager is notified.

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

5. The project manager reviews the proposed allocations and either:
   • Rejects the proposed requisition. In this case the requisition is re-opened and the resource manager is notified. The resource manager modifies and resubmits the proposals.

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

   • Accepts the proposed requisition. In this case the resource requisition is hard booked to the project.

     A resource manager can also directly hard-book a resource (depending on whether they have the required rights and whether or not the Requisition Approval Required flag is turned on).

6. The project manager can make the following changes to the resource allocation after a resource has been hard booked to a project:
   • Reduce allocation. If a resource is booked to a project for a longer time than needed, or if a resource is going to be unavailable during a specific time period, the project manager can un-book the resource for the time they will not be needed or will be unavailable.
   • Extend allocation. If a projects gets extended, the project manager can request additional booking for a particular resource.
   • Replace a resource or role. If a resource is being un-booked, the project manager can request a replacement for that resource.

More information:

Edit Staff Member Details

Create Requisitions

Edit Unopened Requisition Requests

Review and Book Proposed Allocations

Unbook Hard-Booked Resources Using Requisitions

Request Additional Bookings