Collecting resources

This topic guides you on how to introduce resources related to the demand. 

These operations can be performed by the Demand Contributor creator of the demand (if the demand status is 'Draft' or 'Requested'), Demand Manager of the demand, Portfolio/Program Manager of the portfolio/program and Portfolio Master.

Once demand is in 'Assessed' status, it is not allowed to enter or edit resources.

To create a new resource

1. Log in to the Portfolio Management application
2. Navigate to Workspaces > Demands.
3. To open a Demand on the Demands workspace, click the required demand ID.
4. Go to the Resource tab and click the Add Resource button.

5. On the create Resource page, enter the values for the following fields:

   Field Labels	Description
   Summary	Name of the resource.
   Description	Details of the resource.
   Type	CMDB Object, Equipment, Investment Team, Skill. Depending on the type selected Amount is calculated automatically.
   Amount	Board, Budget Owner, C-Level, Contractor, Informal, LOB Manager.

6. Click Save.

To update a resource

1. Log in to the Portfolio Management application
2. Navigate to Workspaces > Demands.
3. To open a Demand on the Demands workspace, click the required demand ID. 
4. Go to Resource tab and click the required resource ID of the list.
5. On the resource details page, click Edit,
6. Apply changes in the resource fields.
7. Click Save.