Managing a Resource Request Set

You can create a resource request sets on the Manage Resource Request Sets page. You can also add new copies of the master resource request to the set and delete resource requests in a resource request set on this page.

Creating a Resource Request Set

To create a resource request set:

1. Click Create Resource Request Set on the detail page of the resource request that you want to be the master resource request.
2. If required, choose an alternative Master Resource Request.
3. Select the number of copies of the master resource request to add to the resource request set.
4. Click Add Copies of Master Resource Request.
   Note

   

   This creates the resource request set if one does not already exist for the selected resource request.
5. To return to the original resource request, click Done.

Tip

If you want the Staffed fields of resource requests in the resource request set to update when a resource request is staffed, ensure that the Update Related Resource Requests checkbox is selected in each resource request in the set.

Adding Resource Requests to an Existing Resource Request Set

To add resource requests to an existing resource request set:

1. Click Create Resource Request Set on the detail page of a resource request that belongs to the resource request set to which you want to add resource requests.
2. Select the number of copies of the master resource request to add to the resource request set.
3. Click Add Copies of Master Resource Request.

Tip

If you want the Staffed fields of resource requests in the resource request set to update when a resource request is staffed, ensure that the Update Related Resource Requests checkbox is selected in each resource request in the set.

Holding Resources for Resource Requests in the Resource Request Set

Once you have created a resource request set, you can hold a resource for each resource request in the set using the Assign Resource section of the Resource Request Detail page:

1. Click the Resource Requests tab.
2. Click the Resource Request Id that you want to hold resources for.
3. Scroll to the Assign Resource section.
4. Enter the information that you want to search for as described in "Resource Request Fields".
5. Click Refresh.
6. [Optional]If required, click + to view the availability if the resource and edit the schedule. See "Resource Details".
7. Click Hold next to the resource that you want to hold.
8. Repeat the steps for each resource request in the set.

Deleting Resource Requests in a Resource Request Set

To delete resource requests in a resource request set:

1. Click Create Resource Request Set on the detail page of a resource request that belongs to the resource request set that you want to delete resource requests from.
2. Select the checkboxes of the resource requests that you want to delete.
3. Click Delete Resource Requests.

© 2009-2015 FinancialForce.com, inc All rights reserved. FinancialForce and FinancialForce.com are registered trademarks, and the FinancialForce.com logo is a trademark. Other product names appearing herein may be trademarks.
This document contains proprietary information of FinancialForce.com, inc and its licensors, and is subject to change without notice.