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Submitting a resource request

Applies To: Project Operations Integrated with ERP, Project Operations Core

You can submit a generated resource requirement as a resource request. The system sends the request to a Resource Manager for fulfillment.

  1. In Project Operations, on the Projects page, select the Team tab to view a list of bookable resources.
  2. Select the generic resource that has a resource requirement from the list and then select Submit Request.

Screenshot of submitting a resource request.

The request status of the generic team member changes to Submitted.

If the Resource Manager fulfills the request by booking a named resource, the generic resource is replaced by the named resource. Otherwise, the generic resource remains on the team. If the Resource Manager proposes a named resource, the request status changes to Needs Review.