Create Allocation Request dialog box

The Create Allocation Request dialog box allows the Project Manager to request a Resource Allocation from the Resource Manager.

The following Allocation Request attributes are available for the user to define:

Organization

Allows the user to specify the Organization of the requested resource.

Job Classification

Allows the user to specify the desired Job Classification of the requested resource.

Skills

Allows the user to specify the desired Skills of the requested resource.

Priority

Allows the user to specify the priority level of the Allocation Request (default value: project Leveling Priority).

Note

The lower the number, the more important the request.

Suggested Resources

Allows the user to indicate if a specific resource is required.

The prompted Resources list will be filtered according to the Organization and Job Classification fields if they have already been filled in. In the same way, selecting a resource will automatically fill in the Organization and Job Classification fields.

Related Task

Indicates the Task to which the Allocation Request is linked.

This field is only available if the Allocation Request is created from a Soft Assignment in the Work workspace, Gantt tab, Scheduler view mode, Gantt side panel.

The Description rich-text section allows the user to enter additional information regarding the request.

The Requested Effort spreadsheet allows the user to enter the time-distributed Requested Effort.

The user can take advantage of the Time Navigation toolbar to display the relevant time period and intervals.

The Scroll Into View (scrollintoview_monochrome22_md.png) command is also available for the user to scroll through the spreadsheet to the first date with the Requested Effort > 0.

Note

The Create button will only be active (displayed in blue) if some Requested Effort has been entered in the spreadsheet.