Creating a Resource Request

You can create a resource request from the schedule of a project. Resource requests must be created at the lowest task level.

Required access roles:

  • Baseline: Leader
  • App-specific: Contracts Manager

Before you begin: The following must exist:
  • Project
  • Task
See Also
Creating a Project
Creating Tasks
  1. In the navigation pane of a project, click Schedule.
  2. Select a task to generate a resource request.
  3. In the navigation pane of the task, click Assignees.
  4. Click the Resource Request tab.
  5. From the page toolbar, click Create New .
  6. Enter the following information:
    Field Name Description
    Type Default is Resource Request.
    FTE Requested Enter the number of heads requested in Full Time Equivalents (FTE).
    Resource Request Type Resource requests can be generated to a specific organization, a request for a specific person, or a request for a specific skill. Select the type of resource request:
    • Organization - To generate a request to a specific organization, select Organization.
    • Person - To generate a request for a specific person, select Person.
    • Skill - To generate a request for a specific skill, select Skill.
    Required Organization Click to select the required organization.
    Description Enter a detailed description of the resource request.
  7. Click OK.
  8. Click the resource request name to open the Properties page.
  9. Once the created resource request lifecycle is in the Initiation state, close the task and return to the Schedule browser.
  10. Select the task.
  11. From the page Actions menu or toolbar, click Send Resource Request .
    The lifecycle is promoted.