When copying resource requests to an opportunity or a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., you can change some of the values before adding the request to the project or opportunity on the Add Resource Requests page. Here is a description of the fields and buttons on the Add Resource Requests page.
Key: * – Mandatory field; R – Read-only
| Field | Description | ||
|---|---|---|---|
| Opportunity/Project Name | R | Name of the project or opportunity to which the resource requests are to be added. | |
| Region/Practice/Group | R | Region/Practice/Group of the project or opportunity to which the resource requests are to be added. | |
| Master Date | Changes the Start/End Dates depending on the value that you enter. | ||
| Checkbox | Indicates whether the resource requestA means of asking for resources for a project or an opportunity. is to be added to the project or opportunity. | ||
| Resource Role | R | Resource Role of the resource request. | |
| Primary Skill / Certification | Required primary skill or certification in the resource request. | ||
| Start/End Dates | * | Estimated start and end dates. | |
| Requested Hours | R | Estimated number of hours for the resourceA contact that works on a project.. | |
| Requested Bill Rate | Bill rate to charge for the resource. | ||
| Planned Bill Rate | Bill rate used during planning activities on fixed price resource requests when the actual bill rate is zero. | ||
| Notes | R | Notes on the resource request. |
| Button | Description |
|---|---|
| Add to Project | Adds the selected resource requests to the project. |
| Add to Opportunity | Adds the selected resource requests to the opportunity. |
| Back to Templates | Displays the Select Project Template page. |