Access

Note

Information

  • In this module you can
    • send resource requests
    • all resource requests of a user can be viewed
    • adopt dates from approved resource requests into the planning
    • view the utilization of requested resources
    • archive or delete requests

Module Variants

BaseAll resource requests (on a project or in general) which have not been archived will be displayed.
Resource requests: archivedAll archived resource requests (on a project or in general) which have been archived will be displayed.

Details

  • In the module header, the resource requests can be filtered by different criteria  (e.g. by Status or by request period).
  • The resource requests will be sorted and grouped by their status
  • Below the time scale, the free capacities, the requested and approved values as well as the difference between these values will be displayed.

Details on Period

Requests/approvals outside the displayed period

  • In the module, the values of the displayed period and the total values are displayed for each request/approval.
  • If these values deviate, the value in the Requested total field will be highlighted in yellow to signalize that the values lie outside the displayed period.
  • In the date filter area above the time scale, you will then see an arrow pointing to the left or to the right via which you can go to the next period to look at additional values.
    • The duration of the next period equates to the duration of the currently displayed period.
    • On the Requested total or Requested total fields you will furthermore find a link via which the entire period of the request can be displayed.
  • If a request/approval is dispatched, the user will furthermore be informed that it is not possible to display all values in the selected period.

Generate requests

  • The project plans his/her projects in the Schedule module and assigns department resources (which can be planned freely) to the individual tasks.
  • Allocate the required Remaining effort for the individual resources.
  • Click on the button in the module header to put requests from the planning and open them in the Resource Requests module.
    • Alternatively, click on the button to switch to the Resource Requests module and click on the  button there.
  • The requests will be generated.
      • In project resource requests/approvals, one request will be generated per resource.
      • In task resource requests/approvals, one request will be generated per task.
      • The planned Remaining effort values are included in the request.
    • Write a comment in the Comment field if necessary.
    • Via  you can have a look at the utilization of the respective resource in the Utilization of module and the impact of the request can thus be simulated.
    • Click on to dispatch all requests or on to dispatch individual requests.
    • Confirm the query with Yes.
    • The requests will be approved and the status will be changed to in process

Adopt approvals into resource planning

  • 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.