Creating a Resource Request for Phases

You can create a resource request when a resource plan is defined in phases.

  1. When the Resource Plan page is in "View by Phase" mode, click Actions > Create Resource Plan > Create From Phase.

    The Create Resource Request From Phase page is displayed.

  2. Enter the following fields:

    Name. The name of the resource request. Click AutoName for the system to automatically assign the name.

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

    Business Skill. Click to select the primary 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

    Preferred Person. Click to select the preferred person for the resource request.

    Number of FTE. The number of Full Time Equivalent people requested for the phase.

    Std Cost/Hr. The standard cost rate per hour (in the specified currency) for this resource request.

  3. Click Done.