Edit a Resource Allocation Request
To edit a resource allocation request:
- Navigate to the Resources page by selecting Project Module Menu (Project #)> Go To > Resources or by clicking the Resources link on the Left Navigation Bar within a particular project.
- Select the Resource Plan tab.
- Select a resource allocation and from the Actions menu select Edit. The Edit Request For Resource Allocation page is displayed.
- Edit the duration.
- Choose Entire Project, or Partial Project.
- If you select Partial Project, click the Calendar icon to select the start and end dates.
- Edit the effort/utilization for this resource. You can choose from the following options:
- Select Percentage Utilization and enter the percentage of the resource's time that will be spent on this project. The default value is specified by your Administrator.
- Select Plan Effort (0) if you want to plan the effort for each week. Click the Add button to display the Add Efforts screen. Enter the number of hours for each week and click the Add Efforts button.
- Select Plan Effort Total if you want to just enter the total number of hours you will require from this resource.
- Click Save.
Note: You can edit resource allocation requests and modify effort utilization only if the resource allocation has not been submitted. To edit a submitted request you must first withdraw the request.
Working with Project Resources
Assigning Resources to a Project
Re-assigning a Team Member to a Role
Reassigning an Activity
Reassigning a Team Member
Edit Team Member Information
View Rate Change History
Using the EnterpriseTrack Email client
Using an External Email Client
Managing Your Team Picture
Deleting a Team Picture
Working with Resource Assignments
Create Request for Resource Allocation
Withdraw a Request for Resource Allocation
Reopen Resource Allocation Request
Release Project Resource Allocation
View a Team Member's Calendar