Request Resources Fields
Here is a description of the fields and buttons that are displayed on the Request Resources page.
Add Resources
Key:
* – Mandatory field
R – Read-only
O – Not displayed when creating a resource request from an opportunity.
| Field | Description | |
|---|---|---|
| Distance Unit | The unit of distance. | |
| Maximum Distance | The maximum limit of the distance between the location of the resource and the resource request site. | |
| 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. |
Skill Selection
| Field | Description |
|---|---|
| Minimum Rating | The minimum level of exposure or ability the requested resource must have in the requested skill or certification. |
| Skill or Certification | Name of the skill or certification to add to the request, such as "Java" or "Project Management". |
| Skill Set | The name of the skill set that you want to use to apply multiple skills or certifications to the resource request. |
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 Skill | Adds an empty row to the skills list so that you can add a skill to the list. |
| Apply Skill Set | Adds the skills in the selected skill set 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. |
SECTIONS