The product applies the following rules when you unbook resource requisitions:
The planned allocation curve represents the default or total allocation amount that the service manager requests for. The hard allocation curve represents the allocation amount that the resource manager commits. The booking status for a resource changes according to the allocation amounts in the planned and hard allocation curves.
When you unbook resources, the application reduces the amount of committed or hard allocation that exceeds the planned allocation. The resulting unbook requisition subtracts from the hard allocation curve.
When you select the Replace Resources requisition type, the Unbook feature on the requisition is automatically checked. The application generates a requisition with two new properties (unbook = true and replace = true).
The unbook amount defaults to the hard allocation of the team member minus the total allocation. If the total allocation equals or exceeds the hard allocation, the unbook amount is zero.
The unbook amount defaults to unbookings from today forward. You can adjust the date and the requisition amount to only partially unbook.
For a straight unbook (replace option is off) the application does not display a Resource tab. Instead of a propose option, you can unbook or decline. When you unbook, the team member allocation is decremented without project manager approval. When you decline, the team member allocation is not decremented. In both cases, notification is sent to the project manager and the requisition status is set to booked.
Note: If you have booking rights, you can zero out the team member's hard allocation without submitting a requisition.
For a replacement unbook, the Resource tab appears. The requested amount is equal to the total allocation of the team members that you are unbooking. The team member being unbooked does not appear in the resource list. The unbooking is an attribute of the requisition. You can fill the requisition exactly as you would fill any standard requisition with options for proposed, preferred, accept, and reject. In addition to the booking, the application also performs the unbooking.
