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 the global Resource requests/approvals setting is activated.
• If there already are resource requests/approvals, the module will still be displayed even if the global Resource requests/approvals is deactivated.

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 viewed.
  • 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.