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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:

  1. 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.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, select an activity and click the Assignments detail window.
  4. In the Assignments detail window, click "" Request Resources (Ctrl+Alt+Q).
  5. 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.

Related Topics

About Resource Assignments

Assigning Activity Resources

Configuring Activity Resources

Specifying Resource Assignment Rates

Adding Activity Resource Estimates

About the Recalculate Assignment Costs Feature

Open a Request for a Resource Dialog Box

Assigning Resources to Unstaffed Activities

Customizing the Open Requests for Resources Portlet


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