A requisition can have many bookings associated with it. Each resource that you add to the requisition shortlist constitutes a booking. A booking is simply a record of a resource attached to the shortlist and contains the amount of time the resource is booked to the project. The status of the booking determines whether the resource is proposed, rejected, or actually booked to a project.
After a resource manager works on a requisition, as the person who requested the requisition, you receive notification that someone has filled or partly filled a requisition and you can view information about the resources they offer to determine whether they meet your requirements. You can also see which staffing requirements have a "Proposed" status from the Project: Team: Staff page. This tells you that the resource manager has proposed allocations on the requisition.
At this point, there is still no committed (or hard) allocation for the resources because you have not yet accepted the proposals. Click the Requisitions subtab on the team page toolbar to see all the requested versus proposed amounts and accept many requisitions at once. You can also drill into any individual requisition from either the Project: Team: Staff page or the Project: Team: Requisitions page.
You can hard book resources to projects as follows:
Note: The Requisition Approval Required field displays in the Staffing section of the Project: Properties: Main - Schedule page.
|
Requisition Approval Required field |
Method |
|---|---|
|
Selected |
Project manager books a requisition proposed by a resource manager. |
|
Selected |
Project manager hard-books a resource or role directly to the project if they have hard-booking rights and the Project – Edit access right. |
|
Cleared |
Project manager or resource manager hard-books a resource or role directly to the project if they have hard-booking rights. |
Before you accept a proposed resource or book them to a project, you can check their allocations to other projects.
You can view allocation details on the Project: Team: Detail page. To view this page, open the project, select the Team tab, and click the Detail subtab on the team page toolbar. This page lists all of the investments to which the resource is allocated, along with the number of hours the resource is allocated to each investment.
Note: See the Resource Management User Guide for more information.
To view a resource's allocations
The Project: Properties: Main - General page appears.
The Project: Team: Staff page appears by default.
The Resource/Role Allocations summary page for that resource appears.
Before accepting a proposed booking, you can view the details of the requisition. As project manager, you see the same view the resource manager saw that displays the details of the requisition. You see how much time you requested, how much the resource manager proposed, and who the resource manager proposed.
If you select the Requisition Approval Required field, the resource manager cannot book team members directly onto a project – even with hard-booking access rights.
On the Project: Team: Staff page, you can see that the resource has committed allocation to the project. The request status is now "Booked." The booking status has changed from "Soft" to "Hard."
To view a requisition and hard book a resource to your project
The Project: Properties: Main - General page appears.
The Project: Team: Staff page appears by default.
The Project: Team: Requisitions page appears.
The Requisition Resources page appears. This page displays the requested allocation, the proposed allocation, and the variance. The histogram shows you the overall availability of the proposed resources.
The resource is hard booked.
You can review and accept multiple requisitions at the same time on the Project Team: Staff page. From this page you can view the average availability rate of the proposed requisitions. You can select multiple requisitions and click the Book button to accept all proposals at once.
When a project manager or resource manager books a resource to a project or a project manager changes the planned allocation for a resource, the associated staffing requirement's booking status is automatically updated to reflect the current status.
The booking status in the staffing requirement changes based on the values in the following table:
|
Planned Allocation |
Hard Allocation |
Booking Status |
|---|---|---|
|
Date range and allocation have been set |
None |
Soft |
|
Date range and allocation have been set |
Equals planned allocation |
Hard |
|
Date range and allocation have been set |
Date range and allocation is less than planned allocation |
Mixed This booking status displays only if the system setting for Allow Mixed Booking is turned on. By default it is turned on. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. |
|
Date range and allocation have been set |
Date range and allocation is more than planned allocation |
Mixed |
To book multiple proposals from search results
The Project: Properties: Main - General page appears.
The Project: Team: Staff page appears by default.
The Project: Team: Requisitions page appears.
You can see that all team members have a request status of Booked, a booking status of Hard and that the planned and committed allocations equal each other.
If you are not satisfied with the proposed availability of a named resource, then you can reject the requisition. You can also reject one or more resources from the shortlist of resources proposed by the resource manager for a specific role. When you reject a resource requisition, the resource manager is notified about the reopened requisition.
You can also open up a requisition, view the requisition properties, and then reject the requisition using the Reject button. Use the Discussions tab to record why you are rejecting a requisition.
To reject one or more requisitions
The Project: Properties: Main - General page appears.
The Project: Team: Staff page appears by default.
The Project: Team: Requisitions page appears.
The status of the requisition changes from Proposed to Open.
If a resource's available hours are less than the total number of requested hours, instead of the Booking Confirmation page appearing, the Remaining Availability Confirmation page appears.
The Remaining Availability Confirmation page indicates that the resource is overbooked if you add them to the project or investment. The 100% Resource Allocation column lists the number of hours that is used if you book the resource at 100% of their availability, which is the default booking percentage. The Remaining Availability column indicates the actual number of work hours the resource has available to work on your project. When this page appears, you can:
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