Creating Resource Requests

1. Do one of the following:
   • Click Request Project Resources on the Resource Requests related list of the project that you require resources.
   • Click Request Resources on the Resource Requests related list in an opportunity.
2. Complete the fields described in "Request Resources Fields".
3. If required, choose a Skill or Certification and Rating and click Add to Requested Skills and Certifications.
4. Click Add.
5. Click Save.

Searching for Resources

You can search for resources to assign to the resource requestA means of asking for resources for a project or an opportunity. using several filters in the Assign Resource section of the Resource Request Detail page. The filters that appear depend on the configuration options that your administrator has set:

1. Scroll to the Assign Resource section of the Resource Request detail page for the resource request to which you want to assign resources.
2. Select the search criteria you want as described in "Assign Resource (Single Staffer)".
3. Click Update.
   Tip

   

   On the Region/Practice/Group lists, the values are listed in alphabetic order by name, not by hierarchy.

   Each filter operates as an OR statement. For instance, if you select region A and region B, the resources in both regions are shown. Similarly, if you select regions A and B and groups C and D, resources from regions A and B and groups C and D are shown.

   If no resources are shown you can try widening the search, by selecting --None-- for some or all of the criteria and clearing the checkboxes.

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