Editar

Compartir por


Accept or reject a proposed project resource

Applies To: Project Operations Integrated with ERP, Core deployment - deal to proforma invoicing.

This article provides information about how to approve or reject a proposed project resource.

When a Resource Manager proposes a named resource to fill the generic resource request for a project, the Request Status field for the generic team member is be updated to Needs Review. The request is sent to the project manager for approval or rejection.

Generic team member with a proposal.

The grid on the Proposed Resources tab on the Project Team Member page shows the proposed resource’s current bookings. After the proposal is accepted, the grid is updated to reflect that booking.

To accept the proposed resource and book that resource on your team, click Accept Proposals.
To reject the proposal, click Reject Resource.

Accepting a resource proposal.

Similar to directly fulfilling a generic resource request with a named resource, the generic resource is replaced and the assigned tasks is updated with the named team member.