Creating resource request
This topic guides you on how to create a new Resource Request. For a quick introduction and lifecycle of Resource Management, you can refer to Resource-Management-Overview.
These operations can be performed by Resource Managers and Resource Masters.
To create a new resource request
- A resource request can be created from the following two sources:
- Log in to the Portfolio Management application, and select Create > Resource Request.
- Log in to the Smart IT application and access an incident/ task, work order/ change request. On the edit view, click Manage Resources. The console shows the details of the entity along with the related resource requests and resource assignments in the form of grids. Click
New Resource Request to add a new resource request to the entity. Create the resource request by adding the required details.
On the Create Resource Request page, enter the values for the following fields.
Field Labels
Description
Request Summary
Enter a short Summary of Requests which describes the objective.
Description
This is a special type of field that supports basic formatting, images, tables, and hyperlink.
Enter details of the objective, and goal which is fulfilled by addressing this request.
Source Application
Select the application from the dropdown for which you want to create the request.
Entity Type
Select the Entity from the dropdown, this entity will be associated with the request and its subsequent assignments.
This dropdown is dynamic and is based on the value of the source application.
For Ex: If you select Agility Suite in the source application field then you might see Project, Ideas, Demands, etc. in this dropdown.
Request Type
Values can be Group or Individual.
External/Internal Entity Reference
Click on the Associate button and select the entity with which you want to associate the request. The entities that you see in this list will be dependent on the Entity Type field.
Assignment Type Preference
Types of Assignment: Full-Time, Part-Time, or On-Demand.
The value selected is copied on the resource assignment that is associated to the current resource request. This value can be changed in the resource assignment until the Assigned status and impacts the planned hours of the user assigned on the resource assignment.
Priority
Priority of the Assignment: Critical, High, Medium, or Low.
Resource Region
Select the region where the resource is based from the dropdown.
Delivery Region
Select the region where the entity associated with the request will be delivered.
For example, if a project is associated with this request, and the project will be delivered in London, then the delivery region should be London.
Scope
Scope of the Request: Internal or Customer Facing.
Estimated No. of Resources
Tentative no. of resources required to fulfill this request.
Requested Hours
Hours that will be required to fulfill this request.
Start Date
Start date of the request.
End Date
End date of the request.
Attachments
You can associate any document which can be helpful in fulfilling the request.
- Click Save. The new request is created and is opened in the Draft status.