How to build Requests from Existing Assignments

It is possible to build Allocations Requests from existing soft assignments and hard assignments.

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

  5. Click on the Build (assignResource22_md.png) command.

  6. In the Build Allocation Requests dialog box, select the needed Filter Options and Time Frame.

  7. The Allocations Requests are added to the spreadsheet.

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