Teams (projects and investments) › Manage Resource Requisitions › Unbook Hard-Booked Resources Using Requisitions

Unbook Hard-Booked Resources Using Requisitions

Suppose, you reduce the scope of a project, or a resource is unavailable for a particular duration in the project. You can unbook hard-booked resources to use their unallocated time on another project.

You can unbook a resource completely or partially from projects. The unbooked amount defaults to the hard allocation of the team member less the planned allocation.

After you unbook the resource requisition, the associated resource manager is notified. The resource manager can proceed to address the unbooked resource requisition.

Follow these steps:

1. Open the project and click Team.
2. Select the check box next to the name of the hard-booked resource you want unbooked, and from the Actions menu, click Create Requisitions.
3. In the Select Requisition Type section, select Unbook Resources (Remove all hard allocation not in plan).
4. To unbook the resource completely, in the Resources section, click Create and Open.

   The team staff page of the project appears showing the booking status as Mixed. An unbook requisition is created to unbook the resource for the entire hard-allocated amount.

5. To unbook the resource partially, complete the following steps:
   1. In the Resources section, click Create.

      The team staff page of the project appears.

   2. Click the request status link for the resource which shows a status of New.

      The requisitions properties page appears.

   3. Specify the unbooking amount by entering the period and the unbooking percentage. Then, change the status to Open.
6. Save the changes.

More information:

Replace Unbooked Resource Requisitions

Manage Resource Requisitions