• Open the Resource Requests module (e.g. by clicking on the  button on an approved resource).
    • Approved resource requests will be displayed in the approved area.
    • Via the respective fields in the module header the resource requests can be filtered by tasks, resources, date, or status.
  • Click on on the required resource request to copy the approvals to the project schedule.
  • Confirm the dialog message with Yes.
  • The approved resources will be copied to the Schedule and the query will be archived.

Details

  • The new resources will be assigned to the respective tasks in the Schedule and the resources which had already been assigned will be updated.
  • If department resources were requested before, they will be removed from the planning.
  • The loads are planned via the respective PM load profile (depending on the global setting). Further information
  • Here, the values will be copied from the approval periods to the schedule and will be adjusted during scheduling while the grid will be retained (depending on the global setting).
    • When copying values, no scheduling will be performed.
  • If the planning is increased at a later point in time and the Schedule is recalculated, the Remaining effort field below the time scale is marked yellow (as soon as the approval is exceeded) or red (as soon as the approval limit is overrun). (See also Change Request)

Note

  • The option to copy automatically is only available if the request has been made at task level.
    • For requests at project level, you have to carry out the planning manually.
  • If the department manager approves a resource which does not require approval (Approval required = No) and which was included in the project planning before, the load profile of the existing resource assignment is adjusted to the respective PM load profile.
    • The existing loads are summarized along with the approved values and the user will be prompted to verify the values manually.