The application supports two methods for staffing projects and other investments. One method is direct staffing where a project manager directly assigns team members to investments. In the other method, a project manager requests resources and a resource manager assigns them to investments.
In direct staffing you add a team member directly to a project. This method can also involve a multi-step staffing process, whereby the project manager initially assigns roles and establishes other staffing requirements, then sets the request status to open. A resource manager fills the request either by hard-booking (committing) the resource, or by replacing the requested role with a specific resource.
In addition to the functionality associated with direct staffing, requisitions also provide the following functionality:
Direct staffing works well when project managers tend to control their own resources. They have booking rights to the resources they need, and they can directly staff their projects. Review of project staffing can be accomplished in a couple of ways. A resource manager can look for overbookings or capacity vs. demand imbalances by studying the Resource Planning pages that highlight staffing issues across all resources and projects. Or resource managers can be given hard-booking rights so that even though project managers can plan (soft-book) their staffing, resource managers can retain the right to commit (hard-book) the individual team members.
As a resource manager, use resource requisitioning to respond to requisitions, exchange messages with the project manager, and manage requisition-related processes. CA Clarity PPM resource requisitioning allows you to create simple or detailed requisitions that request resources for multiple time periods.
A requisition is a request to staff a specific project with labor resources. The chief benefit of requisitions is planning. If you bypass a requisition and assign a resource directly to a project, you could jeopardize your own project. This is because you are assigning without knowing about the other projects the resource can be working on. Hence, you can overburden the resource or assign the wrong resource. Requisition recipients tend to be resource managers who are knowledgeable about the workloads and skills of their resources. Thus, when you submit a requisition, the resource managers assign the most appropriate resources to the projects.
You can use resource requisitioning to do the following:
Requisitions are project-specific, which means that you cannot create a requisition that staffs multiple projects at the same time. Each requisition contains a request for only one staffing requirement and can serve only one project.
For more information, including how to create requisitions, see the Project Management User Guide.
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