How to review Requests

  1. Log in to the HTML5 client.

  2. Select the Resources workspace, Project Allocations tab (PM).

  3. Select a project in the Project Data Selector.

  4. The Overview view shows the general situation in terms of allocations with some charts and a spreadsheet. The spreadsheet displays the list of Resources Allocated to the project along with the corresponding Allocated Effort for the selected time period, grouped by Organization.

Requests Overview

  1. In the Requests tile, click on the OVERVIEW button to display the Project Allocations full screen view, Requests tab, Requests Overview sub-tab.

  2. Use the Filters panel (FilterGrey) to narrow down the list of Allocations Requests displayed in the spreadsheet.

  3. Review the Requests.

  4. Click on the Close (close22_md.png) button to close the Project Allocations full screen view.

Requests Details

  1. In the Requests tile, click on the INBOX button to display the Project Allocations full screen view, Requests tab, Requests Inbox sub-tab.

  2. If needed, use the Filters panel (FilterGrey) to narrow down the list of Allocations Requests found in the Requests List panel.

  3. Select a Request in the Requests List panel.

  4. Review the Request.

  5. Click on the Close (close22_md.png) button to close the Project Allocations full screen view.

Alerts

  1. In the Side section available on the right-hand side of the Overview view, select the Alerts option.

  2. In the Requests section, click on one of the alerts to open the Project Allocations full screen view, Requests tab, Requests Overview sub-tab with the filter corresponding to the selected alert activated.

  3. Review the Requests.

  4. Click on the Close (close22_md.png) button to close the Project Allocations full screen view.