Building Project Teams › How to Staff Projects › Resource Requisitions › Create Requisitions

Create Requisitions

Requisitions are associated with single staffing requirements; they always contain references to a specific resource or role. The requisition uses the details from the staffing requirement to pre-populate the requisition.

When selecting multiple resources or roles, a new requisition is created for each resource or role (staffing requirement). For a given staffing requirement, there can be only one outstanding requisition (that is, with a status of "New", "Open", or "Proposed"). You cannot create requisitions for staffing requirements that already have outstanding requisitions. If you cannot create requisitions for any of the staffing requirements selected, then the create operation fails for all requisitions and an alert message appears instead.

As a project manager, you may want to edit the requested allocation amount in a requisition. You can edit a requisition as long as its status is still "New." This is to avoid situations where the resource manager is already working on the request, may even have a shortlist partly put together, and then the request changes on them.

When you create the requisition, you can do one of the following:

• Create the requisition and set its status to "New". In this was you can edit the requisitions to add additional information not carried over from the staffing requirement. You may also want to change the default values such as the due date or the amount requisitioned. After modifying, you must manually open or submit the requisitions.
• Create the requisition and set its status to "Open". In this way you can quickly submit all your requisitions when you do not need to edit any of the details already defined in the staffing requirement. After a requisition is submitted, the resource manager is notified via email and can take action on the requisition

To create a requisition based on the soft-booked allocations on the team records

1. Open the project for which you want to create a requisition.

   The Project: Properties: Main - General page appears.

2. Click the Team tab.

   The Project: Team: Staff page appears.

3. Select the check box for a soft-booked resource or role, click the More button, and select Create Requisitions.

   The Create Requisitions page appears.

4. Select a requisition type:

   Values:

   • Request Resources: Select this option to create new requisitions.
   • Unbook Resources: Select this option to create requisitions to unbook and release hard-booked time.
   • Replace Resources: Select this option to unbook and replace a hard-booked resource.
5. Select a booking manager by clicking the Browse icon for each resource or role. If a default booking manager was already specified by the resource manager or administrator, this value is automatically populated.
6. Do one of the following:
   • Click Create to create requisitions with a status of "New".
   • Click Create and Open to create a requisition, set the status to "Open".

   The requisition is created and displays on the Project: Team: Staff page.

7. Submit your changes.

More information:

Edit Staff Member Details

Unbook Hard-Booked Resources Using Requisitions

Edit Unopened Requisition Requests

Edit Resource Allocations