Create and update resource requests in the resource plan

High level project resource requests should be created early in the project life cycle to define the resources which will be required to work on the project.  This will allow enterprise resource management to monitor resource demand and capacity and identify staffing decisions needed to ensure that resources will be available to staff approved projects.    
 

To create and submit high-level project resource requests directly in the resource plan: 

  1. Ensure you are on the Resources grouping tab of the project record and select Resource Plan.
     
  2. Use the Add a Resource to add search box and find the generic role or named resource that you want to request for the new project.
     
  3. Depending on your organizational rules, set the data entry mode to either Hours, FTE, or Capacity % then enter the numerical value for the request in the P for Proposed Column per displayed time period for each generic role and/or named resource. 

    Tip: If applicable, add and/or monitor and commentary for/from the approving line manager in the comments box at the end of each resource request row in the grid. Additionally, you can add the same generic role or names multiple times if required. 
     
  4. Once all requests have been defined, click Submit and Save to submit the resource requests.

    Important: The respective line manager set for each bookable named resource in Altus receives a notification task and email about the resource request for processing. The Proposed column in the grid remains editable so you can update the requests over time and align it with your schedule. 
     

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