The Requisitions Process

The following steps outline the high-level process for fulfilling project staffing requirements through requisitions.

The project manager defines staffing requirements by adding soft-booked resources or roles as project team members.
The project manager creates requisitions based on the predefined staffing requirements.
The project manager submits new requisitions so resource managers can start looking at them. The requisition is routed to the appropriate resource managers. The resource managers are determined based on the default booking manager that is defined for the resource or role in the requisition.
The resource manager addresses requisitions by proposing a list of resources. The resource manager can also decline a requisition. In both cases, the project manager is notified.
The project manager reviews the proposed allocations and completes one of the following actions:
- Rejects the proposed requisition. In this case, the requisition is reopened and the resource manager is notified. The resource manager modifies and resubmits the proposals.
- Accepts the proposed requisition. In this case, the resource requisition is hard booked to the project.