Changing resource request statuses

When a new resource request is created, by default, its status is set to Draft.

The following users can move the resource request to different statuses throughout its lifecycle:

• Resource Manager, the creator of the parent resource request
• Resource Masters
• Idea Manager of the idea, if the related entity is an idea
• Demand Manager of the demand, if the related entity is a demand
• Project Manager of the project, if the related entity is a project
• Users with additional write access in the project
• Task user assignee of the task
• Portfolio Manager of the portfolio
• Portfolio Masters
• Entity user assignee of the external entity

To change a resource request status

1. Open the resource request. You can access the resource request from two sources: 
   • In Portfolio Management application:
     • Log in to the Portfolio Management application.
     • Navigate to Workspace > Resource Requests .
     • Click the required request ID.
   • In Smart IT application:
     • Log in to the Smart IT application and access an incident/ task/ work order/ change request.
     • In 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 the required request ID. 

2. On the resource request details page, click Next. The following table lists the required status change based on actions you can perform on a resource request: 

   From status	Action	Change to status
   Draft	Resource manager have added the necessary details to the resource request. Resource manager starts detailed planning of resources and wants to add qualifications.	Plan/Prepare
   Plan/Prepare	Resource manager has completed planning stage and qualifications have been added. Request is ready to send for approval to the approvers of the resource group.	Waiting for Approval
   Approved	Resource manager considers that resource request is completed and resource assignments are completed. If there are resource assignments opened then they are completed automatically.	Completed

To cancel a resource request

Only resource requests with status Draft or Plan/Prepare can be cancelled.

1. Open the resource request. You can access the resource request from two sources: 
   • In Portfolio Management application:
     • Log in to the Portfolio Management application.
     • Navigate to Workspace > Resource Requests .
     • Click the required request ID.
   • In Smart IT application:
     • Log in to the Smart IT application and access an incident/ task/ work order/ change request.
     • In 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 the required request ID. 
2. On the resource request details page, click Cancel. 
3. On the confirmation dialogue box, click Yes.