Request Resources Fields

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

Notes
Some of these fields may 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.

Skills and Certifications

Field Description
Minimum Rating The minimum level of exposure or ability the requested resource must have in the requested skill or certification.
Skill/Certification Name of the skill or certification to add to the request, such as "Java" or "Project Management".

Requested Skills and Certifications

Contains the requested skills and certifications attached to the resource request in the Add Resources section.

New Resource Requests

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

Buttons

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 to Requested Skills and Certifications Adds the selected Skill / Certification and Minimum Rating 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.

Concept Information

Resource Requests

Related Tasks

Creating Resource Requests

Copying Resource Requests from a Project Template

Searching for Resources

Viewing Summary Information

© 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.