How to build Requests from scratch

  1. Log in to the HTML5 client.

  2. Select the Projects Center workspace and open the Project Card.

  3. Select the Resources tab, Project Allocations sub-tab (PM).

  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.