Teams (projects and investments) › Unbook Hard-Booked Resources Using Requisitions

Unbook Hard-Booked Resources Using Requisitions

Suppose, you reduce the scope of a project, or a resource is unavailable for a particular duration in the project. You can unbook hard-booked resources to use their unbooked time on another project.

You can unbook a resource completely or partially from projects. The unbooked amount defaults to the hard allocation of the team member less the planned allocation.

After you unbook the resource requisition, the associated resource manager is notified. The resource manager can proceed to address the unbooked resource requisition.

Follow these steps:

1. Open the project and click Team.

   The team staff page of the project appears.

2. Select the check box next to the name of the hard-booked resource you want unbooked, and from the Actions menu, click Create Requisitions.

   The create requisitions page appears.

3. In the Select Requisition Type section, select Unbook Resources (Remove all hard allocation not in plan).
4. In the Resources section, click Create and Open to unbook the resource completely.

   The team staff page of the project appears showing the booking status as "Mixed". An unbook requisition is created to unbook other resource for the entire hard-allocated amount.

Follow these steps:

Note: You can also specify the amount using the staff member page of properties, before unbooking the resource requisition.

1. Open the project and click Team.

   The team staff page of the project appears.

2. Select the check box next to the name of the hard-booked resource you want to unbook, and from the Actions menu, click Create Requisitions.

   The create requisitions page appears.

3. In the Select Requisition Type section, select Unbook Resources (Remove all hard allocation not in plan).
4. In the resources section, click Create.

   The team staff page of the project appears.

5. Click the request status link for the resource which shows a status of "New."

   The requisitions properties page appears.

6. Specify the requested amount to unbook. That is, indicate the period and the unbooking percentage. Then, change the status to "Open."
7. Save the changes.

More information:

Replace Unbooked Resource Requisitions

Teams (projects and investments)