Request Resources Fields

Here is a description of the fields and buttons that are displayed on the Request Resources page.

Note:

Some of these fields might not be visible or editable at all times, or in all package combinations.

Add Resources

Key:
* – Mandatory field
R – Read-only
O – Not displayed when creating a resource request from an opportunity.

Field		Description
Milestone	O	Milestone to which the resource request applies.
Notes		Place to enter notes.
Number of Resources	*	Number of resources like this you need.
Percent Allocated		Proportion of time (as a percentage) the resource will spend on the project. Must correspond with dates and requested hours.
Planned Bill Rate		The bill rate used during planning activities on fixed price resource requests when the actual bill rate is zero.
Project / Opportunity	R	Name of the related project or opportunity.
Region / Practice / Group	*	RPG pool from which this resource should come.
Request Priority		Priority of the resource request.
Requested Bill Rate		Bill rate your project will charge for this resource.
Requested Hours	*	Estimated number of hours for the resource.
Resource Request Name		Name of the resource request.
Resource Role	*	The resource role of the resource that you are requesting.
Start / End Date	*	Estimated start and end dates.
Suggested Resource		Name of a specific resource that you would like to use.

Field	Description
Minimum Rating	The minimum level of exposure or ability the requested resource must have in the requested skill or certification.
Skill or Certification	Name of the skill or certification to add to the request, such as "Java" or "Project Management".
Skill Set	The name of the sill set that you want to use to apply multiple skills or certifications to the resource request.

Contains the resource requests to be saved when you click Save.

Button	Description
Add	Adds the resource request in the Add Resources section to the New Resource Requests list. These resource requests are saved when you click Save.
Add Skill	Adds an empty row to the skills list so that you can add a skill to the list.
Apply Skill Set	Adds the skills in the selected skill set to the resource request.
Save	Saves the resource requests in the New Resource Request list.
	Removes the resource request from the New Resource Requests list.