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Find Resources to Fulfll Role Requests

On receipt of a role requisition, find and propose at least one resource that fits the role described in the staffing requirement. If you propose multiple resources, allocate the resources appropriately so the requisition amount is divided among the resources. For example, if one resource is required for a week, propose two resources as follows:

Follow these steps:

  1. Open Home, and from Resource Management, click Resource Requisitions.
  2. Click the name of the resource requisition and then click Resources, or click the Person with List icon next to the requisition.
  3. Click Add.

    The information that appears on the Find Resources page is based on the requirements that were specified in the staffing request. You can modify the search criteria to find more eligible resources.

  4. Select a resource and click Add to place them on the list of proposed resources.

    If a requisition has a single resource, the resource is selected. The resource is the proposed candidate in the shortlist.

  5. Select the desired candidate and click Add.

    The Requisition Resources page appears with the Resources page active.

  6. If multiple resources are added to the requisition, expand each resource to edit your calculated allocation amount.
  7. Click Propose.

    The Resource Requisitions page appears and refreshes the status of the requisition to Proposed.