Viewing Summary Information

You can view all unfilled resource requestsA resource request to which a resource has not yet been assigned. Includes resource requests with a status of Draft, Ready to Staff, Tentative, Held and Cancelled. on a project and, depending on project requirements, choose some to delete. You can also view financial information on assignments and a project-level summary of the overall financial impact of requested and scheduled hours on the project. You could use this information to prepare a Statement of Works and as a basis for understanding your project margin.

The page appears at the end of the process of generating resource requests and assignments from project tasks. You can also view it from any project detail page.

To view summary information on a project:

  1. Navigate to a project detail page.
  2. Click View Unfilled Resource Requests .
  3. View the fields described in "Unfilled Resource Requests Fields".
  4. If you want to delete any resource requests, select them and click Delete.
  5. Click Return to Project Detail.
Notes
You can only delete unfilled resource requests if you have been granted the Resource Request Entry permission control for the parent project.

Concept Information

Task-Driven Resource Requests and Assignments Overview

Bottom-Up Planning Examples

Bottom-Up Planning

Resource Requests

Reference Materials

Generate Resource Requests from Project Tasks Fields

Unfilled Resource Requests Fields

Copy Resource Requests from Project Templates Fields

Resource Request Fields

Search Resources Fields

Request Resources Fields

© 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.