Requesting Resources for Activities
When planning for an activity you can assign a role to the activity and replace that role with the appropriate resource at a later time. To assign a role with specific search criteria, including role proficiency, resource name, and resource code, use the Request Resources feature.
To request resources:
- Open one or more projects in the Projects section using one of the following methods:
- Click
Projects to open the last project or group of projects you were working with. - Click the
Projects menu and choose one of the most-recently used projects or group of projects. - Click the
Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
- On the Projects navigation bar, click
Activities. - On the Activities page, select an activity and click the Assignments detail window.
- In the Assignments detail window, click
Request Resources (Ctrl+Alt+Q). - In the Open a request for a resource dialog box, enter criteria for the resource and click Save.
Tips
- The list of available resources includes only the resources you have access to, based on resource security, and current project resources.
- You must specify a Primary Role.
- The resource request criteria is stored and available when assigning resources to roles using the Open Request for Resource portlet from Dashboards or the Role Usage tab from the Resources Analysis page.
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