After creating requisitions, you can view your new requisitions from the Project: Team: Staff page or the Project: Team: Requisitions page. From this page, you can monitor your open requisitions and edit any unopened requisitions.
You can view a requisition's status in the Request Status field on the Project: Team: Staff page. Whenever the requisition status changes, the team Request Status field is updated. This provides you an indicator of the state of your requisitions.
You can only edit requisition requests that have a status of "New."
After you submit an open requisition, the resource manager receives notification to work on the request. If a requisition is for a named resource, the named resource is automatically added to the resource list for the requisition when the status changes to "Open." The resource is selected or "Proposed."
Note: See the Resource Management User Guide for more information.
To edit an unopened requisition request
The Project: Properties: Main - General page appears.
The Project: Team: Staff page appears by default.
The Project: Team: Requisitions page appears.
The Requisitions Properties page appears for that requisition.
Required. Change the name of the requisition as needed to better describe the staffing requirement. When this requisition was created, this field was populated with the name of the selected staffing requirement.
Required. This field is pre-populated with a unique ID generated by the system.
Enter a general description or additional information you want the requisition recipient to consider.
Select the date by which you want the requisition to be filled. This is generally sometime before your need for this resource begins.
Select a priority level for this requisition.
Default: Medium
Values: Medium, Low and High
Required. This field indicates the status of the requisition. To submit a requisition, you must change its status from "New" to "Open".
Values: New, Open, Proposed, or Closed
This field is pre-populated with the name of the project manager who created the requisition. Click the Browse icon to select a different resource.
This field is pre-populated with the booking manager name of the resource/role indicated by the staffing requirement. If none was selected, click the Browse icon to select a booking manager.
Displays the staffing requirement name. Each requisition can access all information from the team member (for example, skills, allocation needed, or role) on which it is based.
Displays the name of the requested resource or role.
Displays the name of the project for the requisition.
Displays status based on the option you selected (that is, Request Resources, Unbook Resources, or Replace Resources) when you created the requisition.
Displays status based on the option you selected when you created the requisition.
Values: Request Resources, Unbook Resources, or Replace Resources
Define the period or periods that you want the resource to work on the project. Also specify what percentage of the resource's available time you need.
The Project: Team: Staff page appears.
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