Edit a Resource Allocation Request

To edit a resource allocation request:

  1. 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.
  2. Select the Resource Plan tab.
  3. Select a resource allocation and select > Edit. The Edit Request For Resource Allocation page is displayed.
  4. Edit the duration.
    1. Choose Entire Project, or Partial Project.
    2. If you select Partial Project, click the Calendar icon to select the start and end dates.
  5. Edit the effort/utilization for this resource. You can choose from the following options:
    1. 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.
    2. 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.
    3.  Select Plan Effort Total if you want to just enter the total number of hours you will require from this resource.
  6. 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.

Related Topics

Working with Project Resources

Assigning Resources to a Project

Re-assigning a Team Member to a Role

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



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Last Published Tuesday, June 9, 2020