Creating a Resource Request by Timeline

A resource request by timeline specifies a person with a certain skill set and the start and end dates for which the person is requested. Once created, the resource request can be assigned to a project.

  1. On the Resource Plan page, click Actions > Create Request.

    The Create New Resource Request page is displayed.

  2. Enter the following fields:

    Name. The name of the resource request. Or click AutoName to automatically assign the name.

    Project Role. The roll you want the requested resource to have.

    Business Skill. Click to select the primary business skill requested. Selection of the business skill is not dependent on the resource pool selected since all business skills are selectable.

    Resource Pools. Click to select the resource pool that the request will be sent to be fulfilled.

    Preferred Person. Click to request a specific person.

    Request Start Date. The starting week/month/quarter that you want the resource to start. The default date is the starting date of the project.

    Request End Date. The ending week/month/quarter for the resource. The default date is the end date of the project.

    Number of FTE. The Full Time Equivalent. The default is 1 full time person.

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

  3. Click Done.