Information

globally

Information

  • In the Global Settings (Project) module, you can configure whether resource requests/approvals are to be activated globally.
  • Furthermore you can set the time grid within which resource requests can be created or approved.

Activate Resource Requests/Approvals

Information

Values

  • 1: Resource requests/approvals are inactive, i.e. all resources can be planned freely in the schedule. Modules and buttons which belong to resource requests/approvals are visible.
  • 2: Project resource requests/approvals are active, i.e. resources with activated Approval required parameter must be approved on project level via the request/approval process.
  • 3: Task resource requests/approvals are active, i.e. resources with activated Approval required parameter must be approved on task level via the request/approval process.

Note

  • If the setting is to be changed after requests have already been created, a query will be displayed asking whether the existing requests are to be archived. The setting will only be saved upon confirmation.
    • When changing the setting, the auxiliary ApplyResourceRequestCustomizingChanges migration packet, which adapts the modules to the selected setting, will be run.
    • When changing the setting, existing approval exceedance will be marked as read. They can be looked at in the Approval Exceedance module.
  • The parameter will be overwritten by the setting in the Resource requests field in the Project Core Data module.

Exclude requested resources from planning

Information

  • Via the Exclude requested resources from planning parameter in the Global Settings (Project) module, you can configure whether the requested (generic) resource is automatically removed from the task when a resource approval is adopted in the schedule.
    • This setting is activated by default.
  • If the setting is deactivated, the project manager must remove the previously requested resources manually from the planning after approvals are adapted.

Configure Time Grid

Information

Values

  • Set to months by default (value: 4).
  • Depending on the selected time grid, the resources will be loaded with the corresponding load profile.
  • 2: Day (PM_DAY load profile)
  • 3: Week (PM_WEEK load profile)
  • 4: Month (PM_MONTH load profile)
  • 5: Quarter (PM_QUART load profile)

Note

  • The time grid setting also has an influence on default values for the display period of the time scale in the resource request modules.
    • Time scale start: Date of the first request
    • Time scale end:
      • 2: Date of the first request + 27 days
      • 3: Date of the first request + 96 days
      • 4: Date of the first request + 364 days
      • 5: Date of the first request + 454 days
  • If the setting is to be changed after requests have already been created, a query will be displayed asking whether the existing requests are to be archived. The setting will only be saved upon confirmation.
    • When changing the setting, the auxiliary ApplyResourceRequestCustomizingChanges migration packet, which adapts the modules to the selected setting, will be run.
    • When changing the setting, existing approval exceedance will be marked as read. They can be looked at in the Approval exceedance module.

Project

Information

Details

  • globally predefined: the setting from the Global Settings module takes effect
  • inactive: resource requests/approvals are inactive, i.e. all resources can be planned freely in the schedule. Modules and buttons which belong to resource requests/approvals are not visible.
  • active at project level: Project resource requests/approvals are active, i.e. resources with activated Approval required parameter must be approved at project level via the request/approval process.
  • active at task level: task resource requests/approvals are active, i.e. resources with activated Approval required parameter must be approved at task level via the request/approval process.

Note

  • The listbox is only displayed in the Edit Planning Objects module if resource requests are activated on global level (Resource requests active = 1 or 2).
  • The global setting will be overwritten by the setting in the Edit Planning Objectsmodule, i.e. on project level a request level can be defined which deviates from the one defined on global level.
  • If the setting is to be changed after requests have already been created, a query will be displayed asking whether the existing requests are to be archived. The setting will only be saved upon confirmation.
  • If resource requests are activated in the project after resources have already been planned, no requests will be generated retroactively for these resources.

Resource

Information

  • For each resource you can configure via the Approval required parameter in the Resource Data Sheet whether there must be an approval for the resource when resource requests/approvals are activated.

Details

  • If the parameter is activated, the resource can only be planned if there is an approval at project or task level.
  • If the parameter is not activated, the resource can also be planned without approval.
  • The parameter is activated for person resources by default and is deactivated for all other resources.
    • In such a case, the department resource can be planned and requested, however the corresponding employees can only be planned and requested after approval.
    • If the parameter is deactivated for person resources, they will not be included in resource requests accordingly.

Notifications

Information

  Details

  • In the recipient’s e-mail client, HTML mails must be supported and activated so that the resource request journal can be received.
  • In the Global Settings (Project) module, the IP address of the smtp-server must be specified in the SMTP server address parameter (the address which can be accessed externally).
  • In the Time-Controlled Events module, the time-controlled Send automatic e-mails for resource requests event must be activated. 
  • In the Global Settings (MOD009ABF) customizing module under Customizer → Master Data 
    • , the e-mail address of the sender must be specified in the Resource request journal: e-mail sender parameter.
    • the e-mail format can be adjusted if required.
      • Here, HTML must be used.
  • For sender and possible recipient, the Message via e-mail parameter must be activated in the Users module.
  • A department manager must be specified for the requested department in the Resp. for department parameter in the User field.