You can create allocation requests for resources already on your project team. Based on the dates and duration you selected, the Allocation Review section shows the impact this allocation will have on the resource.
When you submit the allocation request, it is sent for approval. You can view the status from the Resource Plan tab on the Project Resources page.
Notes:
- The fields and options you see are based on the project initiative you selected, and on the settings set by your Administrator.
- The system currency is the default currency.
To create an allocation request:
- Navigate to the Project Resources page (Project #)> Go To> Resources.
- Select the Resource Plan tab.
- From the Create menu, select Allocation, or select
> Add Allocation. The Create Request For Resource Allocation page is displayed. - Select a role from the drop-down list.
- Select the duration.
- Choose Entire Project, or Partial Project.
- If you select Partial Project, click the Calendar icon to select the start and end dates.
- Specify 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.
- Select if you are flexible on dates and effort. If this option is selected, the approver can modify the dates and effort before approving your request.
- Select a preferred resource from the list.
- Select if you are flexible on preferred users. If this option is selected, the approver can modify the preferred users before approving your request.
- Choose the Area of Expertise if these parameters are used in your system.
- Choose the Approver Identification Tag if this parameters is used in your system.
- Click Submit for Approval to send the allocation request for approval, or click Save to save changes and not submit for approval.