Resource Selection (Department Manager) MOD009DB1

Access

• Resource Management → Department Planning → Department Board panel → My Resource Requests → Click on the button

Note

• This module is only available if resource requests/approvals are activated.

Module Variants

Information

• In this module, the department manager can select the resources to which he/she wants to allocate the requested effort.

Details

• The display period will be copied from the My Resource Requests module.

• Via the Requested period: from/Requested period: to filters, the display period can be adjusted if necessary.

• If there are values which lie outside the currently displayed period, arrows will be displayed which allow you to jump to the next period.

Procedure

Select the required resources.

• The resources of the department are displayed.
  • Here, resources which do not require approval may be displayed as well (Approval required = No).
  • Person resources will be displayed by default. In the Department module variant, department resources can be looked at.
• Click on Add resource for distribution.
• The module will be closed and the resources will be inserted under the selected resource request in the My Resource Requests module.
  • If the selection includes resources for which this request has already been approved, a respective message will be displayed and the resources will not be inserted for allocation.