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 booked to a project.
After a resource manager works on a requisition, the requester receives a notification that someone has filled or partly filled a requisition. You can view information about the resources they offer. You can also see which staffing requirements have a "Proposed" status, meaning the resource manager has proposed allocations on the requisition. A committed (or hard) allocation for the resources does not exist because you have not yet accepted the proposals. You can open the Team menu and click Requisitions to view all the requests for the proposed amounts and accept multiple requisitions at a time. You can also drill into any individual requisition from either the team staff, or 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 schedule properties page.
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Requisition Approval Required field |
Method |
|---|---|
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Selected |
Project manager books a requisition proposed by a resource manager. |
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Selected |
Project manager hard-books a resource or role directly to the project. They have hard-booking rights and the Project – Edit access right. |
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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, review its allocations to other projects.
You can view allocation details on the team details page. To view the page, open the project and the team, and click Detail from the team menu. This page lists all of the investments to which the resource is allocated, with the number of hours the resource is allocated to each investment.
Follow these steps:
The team staff page of the project appears.
The summary page for that resource appears.
View the details of the requisition before accepting a proposed booking. 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 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."
Follow these steps:
The team staff page of the project appears.
The team requisitions page of the project appears.
The resource requisition 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 team staff page of the project. 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 booking status automatically updates to reflect the latest status.
The booking status in the staffing requirement changes based on the values in the following table:
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Planned Allocation |
Hard Allocation |
Booking Status |
|---|---|---|
|
Date range and allocation have been set |
None |
Soft |
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Date range and allocation have been set |
Equals planned allocation |
Hard |
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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.
|
|
Date range and allocation have been set |
Date range and allocation is more than planned allocation |
Mixed |
Follow these steps:
The team staff page of the project appears.
The team requisitions page of the project appears.
The team members have a booked request status. The booking status is "Hard", and the planned and committed allocations are equal.
If you are not satisfied with the proposed availability of a named resource, 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 a requisition, view the requisition properties, and then reject the requisition using the Reject button. Use the Discussions feature to record why you are rejecting a requisition.
Follow these steps:
The team staff page of the project appears.
The team requisitions page of the project appears.
The status of the requisition changes from Proposed to Open.
If the available hours of a resource are less than the total number of requested hours, the Remaining Availability Confirmation page appears.
The Remaining Availability Confirmation page indicates that the resource is overbooked when you add them to the project or investment. The 100% Resource Allocation column displays the number of hours utilized if you book the resource at 100 percent (default) of their availability. The Remaining Availability column indicates the actual number of work hours available for the resource to work on your project.
When the page appears, you can:
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