Requisitions › Resource Requisition Overview › Types of Requisition Status

Types of Requisition Status

The following describes the different requisition status types and describes a typical use for that status:

New

All requisitions begin as "New." They retain their "New" status until the owner submits the requisition or manually changes the status. When you are ready for a booking manager to fill the request, change the status to "Open."

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

Open

This status indicates that the requisition is active and needs to be filled. The requestor who creates the requisition is the one who changes the status to "Open." The booking manager is notified. From "Open," the status may be set to "New," "Proposed," or "Closed."

Note: The status "Proposed" is available if you have the Project – Attach Requisition Resources access right and the Requisition Approval Required setting is selected for the project.

Proposed

The booking manager proposes bookings to fulfill the requisition. The requestor is notified. The requestor reviews the proposed resources. If the requestor rejects the resources that were identified by the booking manager, the requisition status changes to "Open."

Booked

This status indicates that a project manager or resource manager has accepted (booked) the resource on the requisition. The requisition status automatically changes to "Booked" and the resource is notified. "Booked" status is available:

• If you have the Project – Edit access right and requisition approval is required.
• If you have the Project – Attach Requisition Resources access right and requisition approval is not required.

Closed

This status indicates that no more work needs to happen on a requisition. Only the requestor can close a requisition. If the booking manager declines an open requisition, the requisition status automatically changes to Closed.

Note: A requisition's Status field is located on the Requisition Properties page. Though the requisition owner (also called a requestor) is the only person who can change its initial status from "New" to something else (typically "Open"), recipients can change the status from "Open" to "Proposed," "Booked," or "Closed."

The following table shows the parties who are notified when a requisition status changes:

You can determine your requisition notification format (that is, the message layout and delivery method) from your Account Settings: Notifications page.

Note: See the Common Features and Personal Options User Guide for more information.

If desired, you can set up an automated process that identifies different stages in a requisition's lifecycle and automatically issues notifications when each stage is reached.

More information:

Manage Automated Requisition Processes