Resource requests are dealt with at the individual project level. Any user assigned an edit project role can request resource for the project(s) they are involved in. Note: resource requests can also be generated via the Resource Tab on the top navigation bar by a Resource Manager, Tag Manager or Resource Administrator.
From within a project, click on the Resourcing icon in the left sidebar. To add a new request, click on 'Add'.
A new form will be displayed. It is here that details can be entered regarding when the resource is needed and the preferred person/skill set (depending on set-up).
General Information section
- Start Date - When the resource is required from. Enables you to select from the current month forward.
- End Date - When the resource is required until. Enables you to select from the current month forward.
- Preferred User(s) – start typing the user’s name and select as needed. Note: this option will only be visible if an organisation chart has been set-up. See How to set-up an organisation chart for more information.
- User Tag(s) - select the preferred user skill set from the tags. Note: this option will only be visible if User Tags have been set-up. See User Tags (skill sets) for more information.
- Reason for Request - Populate with information as to why the request has been raised, this gives the receiver supporting information.
Requirements Section
This section of the form will either display a list of days, weeks or months depending on the site set-up.
From here, the hours required per day, week or month can be recorded. Hours can either be entered line by line, or by using the ‘Quick Edit’ button to update multiple lines at once.
Before clicking on the ‘Quick Edit’ button, use the checkboxes to the left of each line to select the dates be updated. Alternatively, tick the top checkbox to select all dates in the form. Note: Not all lines need to be completed.
Upon clicking on ‘Quick Edit’ a new pop-up will appear -
- No Action - no changes will be made to the selected lines.
- Set Minimum Value - this will reset all selected lines back to 0 hours.
- Set Maximum Value - this will set all selected lines to the maximum allocation allowed i.e. 7.5 hours for a day, 37.5 hours for a week, 160 hours for a month. Note: the maximum value is based the default working day (hrs).
- Set Value - this will set all selected lines to the hours entered.
Once completed, to submit the request click Actions> Submit.
Upon Actions > Submit, the resource request will move to a ‘submitted’ status and will become locked to the requester. A notification will be sent to the appropriate person - Resource Administrator, Resource Manager or Tag Manager.