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Fulfill Resource Requisitions
Requests for named resources include a proposed resource making it easier for you to respond. To address requests for named resources, open a requisition and address it individually. Or, select multiple requisitions and propose them back to the project manager.
Follow these steps:
- Open Home, and from Resource Management, click Resource Requisitions.
- Click the Person with List icon next to a requisition.
- Click Propose to propose the resource back to the project manager for the requested time and allocation amount.
The Resource Requisitions page appears and refreshes the status of the requisition to Proposed.
- To address multiple named requests:
- Select the list of named resources and click Propose to propose the allocations to the project manager.
- Edit the allocation amounts for the requested named resources directly in the grid.
- Select the list of named resources and click Propose to propose the allocations to the project manager.
The Resource Requisitions page appears and refreshes the status of the requisition to Proposed.
- Confirm the changes in the resource histogram that displays how much the project manager requests on a weekly basis:
- The yellow part of the histogram represents the amount of hours that the resource is needed on this particular project.
- The green part represents the time needed on other projects.
- The red part shows where the resource is over-allocated.
- If the Requisition Approval Required option for the project is turned off (no project manager approval required):
- The Book button appears on the page instead of the Propose button. To hard-book the resource onto the project automatically without the project manager approval, click Book.
- If you do not have the Project – Edit access right, the Propose button appears on the page instead of the Book button. Click Propose to submit the booking for approval, rather than directly booking to the project. Later, when your project manager views the Project Team: Requisitions page, the Book and Reject buttons appear on the page.
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