Teams (projects and investments) › About Task Requisitions

About Task Requisitions

The following is a high-level overview of the flow of tasks that the project and the resource managers perform. The aim is to fulfill project staffing requirements through the process of creating and submitting requisitions.

See the Resource Management User Guide for more information.

1. The project manager defines staffing requirements by adding soft-booked resources or roles as project team members.
2. The project manager creates requisitions based on the predefined staffing requirements.
3. The project manager submits new requisitions so resource managers can start looking at them. The requisition is routed to the appropriate resource managers based on the default booking manager defined for the resource or role in the requisition.
4. The resource manager addresses requisitions by proposing a list of resources. The resource manager can also decline a requisition. In both cases, the project manager is notified.
5. The project manager reviews the proposed allocations and either:
   • Rejects the proposed requisition. In this case the requisition is reopened and the resource manager is notified. The resource manager modifies and resubmits the proposals.
   • Accepts the proposed requisition. In this case the resource requisition is hard booked to the project.

     A resource manager can also directly hard-book a resource. The booking depends on the required rights and the Requisition Approval Required flag turned on.

6. The project manager can make the following changes to the resource allocation after a resource is hard-booked to a project:
   • Reduce allocation. If a resource is booked to a project for a longer time than required. Or, if a resource is unavailable during a specific period, the project manager can unbook the resource for that period.
   • Extend allocation. If a project gets extended, the project manager can request additional booking for a particular resource.
   • Replace a resource or role. If a resource is being unbooked, the project manager can request a replacement for that resource.

More information:

Create Requisitions

Edit Unopened Requisition Requests

Review and Book Proposed Allocations

Unbook Hard-Booked Resources Using Requisitions

Request Additional Bookings