How to build Requests from scratch

  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, and click on the New (NewProject) command.

    OR,

    In the Requests tile, click on the INBOX button to display the Project Allocations full screen view, Requests tab, Requests Inbox sub-tab, and click on the (alert_close22.png) REQUEST button.

  5. In the Create Allocation Request dialog box, select the Allocation Request attributes.

  6. Indicate a specific resource in the Suggested Resources field, if need be.

  7. Then, enter the time-distributed Requested Effort in the Requested Effort spreadsheet.

  8. Click on the CREATE button.

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