Amendments can be made to an existing resource request to either change the time or the assigned resource.
Whilst within the Resourcing tab, locate the resource request and click Edit against that record. On the screen that follows, click Actions > Amend.
Change the Time
Click on the Allocated Resources section and against the existing assigned resource, tick the checkbox for the periods to be changed. Click on Actions > Delete > Selected. It's possible to delete all the resources, click Actions > Delete > All.
If the overall start or end date of the request needs changing, click on the General Overview section and amend the start/end dates.
Next, click on the Requirements section and either remove the hours for any deleted period(s) or amend them i.e. if a resource is no longer needed for w/c 31/03/25, remove those hours from the requirements week. Alternatively, update the hours for that week as needed. If the overall start/end dates have been amended, enter hours against any new lines.
For deletions, click on Actions > Allocate to generate an updated notification to the allocated resource and resource requestor.
For amendments, next click on Actions > Search Resources. The existing resource will display and can be selected for the amended hours. From this screen it is also possible to search for other available users by amending the filter options.
Put a tick in the relevant checkboxes and then click OK.
Click on Actions > Allocate to generate an updated notification to the allocated resource and resource requestor.
Top Tip
- If you try to make a change to the date or hours and they keep reverting back, this means that there is still a resource allocated to that period which needs to be removed.
Change Resource
Click on the Allocated Resources section and against the assigned resource, tick the checkbox for the periods the resource is no longer required. Click on Actions > Delete > Selected. It's possible to delete all the resources, click Actions > Delete > All. This will remove the resource from the request.
You can then search for a new resource via Actions > Search Resources. Note: You cannot remove a resource from historical months. Put a tick in the relevant checkboxes and then click OK.
Click on Actions > Allocate to generate an updated notification to the allocated resource and resource requestor.