Request Additional Bookings

If the project gets extended, you can add additional planned allocation for a resource.

The requisition submit, propose, and accept process is identical to the process described in the earlier sections. The two requisitions (the one created initially and the one created to request additional booking) are stored as two separate records of the individual transactions.

Unlike un-booking a resource (where you reduce the planned booking), for additional booking, you need to increase the planned booking compared to the hard booking.

Split Booking

When there is an additional and an unbook requisition, (for example if a project is delayed), you can change allocations using the Shift Allocation option. You then create a regular requisition and select the Unbook option to create an unbook requisition. You must perform the two distinct actions as separate tasks. A team record can have up to one open requisition and one open unbook requisition at the same time.

To request additional booking for a resource

  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 Properties icon for the hard-booked resource.

    The Staff Member Properties: General page appears.

  4. Edit the resource's Planned Allocation chart.
  5. Create a new requisition.

    The new requisition automatically asks for the difference between the planned and committed time.

More information:

Unbook Hard-Booked Resources Using Requisitions

Create Requisitions

Shift and Scale Resource Allocations