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."

See the Project Management User Guide for more information.

Open

This status indicates that the requisition is active and requires 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 can be set to "New," "Proposed," or "Closed."

Note: The status "Proposed" is available if you have the Project – Attach Requisition Entry Resources access right. Also, the Requisition Approval Required setting is required to be 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 the booking manager has identified, 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 is required 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: The Status field of a requisition is located on the Requisition Properties page. The requisition owner (also named 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 notified when the requisition status changes:

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

See the CA Clarity Basics User Guide for more information.

You can set up an automated process to identify the different stages in the lifecycle of a requisition and automatically issue notifications at every stage.

More information:

Manage Automated Requisition Processes