When copying resource requests to an opportunity or a project, you can change some of the values before adding the request to the project or opportunity on the Add Resource Requests page. Here is a description of the fields and buttons on the Add Resource Requests page.
Key: * – Mandatory field; R – Read-only
| Field | Description | ||
|---|---|---|---|
| Opportunity/Project Name | R | Name of the project or opportunity to which the resource requests are to be added. | |
| Region/Practice/Group | R | Region/Practice/Group of the project or opportunity to which the resource requests are to be added. | |
| Master Date | Changes the Start/End Dates depending on the value that you enter. | ||
| Checkbox | Indicates whether the resource request is to be added to the project or opportunity. | ||
| Resource Role | R | Resource Role of the resource request. | |
| Primary Skill / Certification | Required primary skill or certification in the resource request. | ||
| Start/End Dates | * | Estimated start and end dates. | |
| Requested Hours | R | Estimated number of hours for the resource. | |
| Requested Bill Rate | Bill rate to charge for the resource. | ||
| Planned Bill Rate | Bill rate used during planning activities on fixed price resource requests when the actual bill rate is zero. | ||
| Notes | R | Notes on the resource request. |
| Button | Description |
|---|---|
| Add to Project | Adds the selected resource requests to the project. |
| Add to Opportunity | Adds the selected resource requests to the opportunity. |
| Back to Templates | Displays the Select Project Template page. |