Viewing Resource Requests in a Plan Template

You can view the individual resource requests in a resource plan template.

Before you begin: The resource must exist on the Resource Plan Templates page. See Viewing Resource Plan Templates.

  1. From the Resource Plan Templates page, click the name of a template.

    Each template is defined by the following columns:

    Name. The name of the resource request.

    Project Role. The project role of the resource.

    Resource Pool. The resource pool belonging to the resource.

    Std Cost/Hr. The standard cost per hour for this resource.

    Phase. The hours/FTE requested for each template phase.

    Total. The total hours/FTE requested for the resource.

  2. To edit one or more entries, click Enable Edit and make any changes to editable fields for the resource requests you choose. Click Save when finished.

  3. To edit the same field for all entries, choose the field under Mass Update. Then select the value you want to update.

  4. To delete a resource request, click to select it, and then click Delete Resource on the toolbar.