Create a Resource Request
Background
Resource requests efficiently inform your team that you need resources for a particular project. Create a resource request when you need a resource but aren't sure who to assign, or if you lack the permissions to create assignments yourself.
After a request is created, a resource can be assigned to fill that request. See Fill a Resource Request.
Things to Consider
The request form loads the project’s start date, end date, daily start time, and daily end time by default.
Prerequisites
To create requests and assignments for equipment, your project must have the following configurations:
The Equipment tool must be enabled for your project. See Add and Remove Project Tools.
Equipment records must be added to your project. See Add or Remove Equipment from Projects.
Data sync must be enabled for projects. See What is data syncing for Resource Planning?
Steps
You can create requests from the following places in Resource Planning:
Create a Resource Request from the Assignment Boards (Beta)
Navigate to the Company level Resource Planning tool.
Click Assignments and select Boards (Beta).
Click the horizontal ellipsis
for the project and click Create Request.Enter the 'Specification' information.
Enter the 'Resources Needed' information.
Enter the 'Schedule' information.
Enter Additional Information for any request custom fields. See Configure Custom Fields for Resource Planning.
Enter the Scope of Work.
Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.
Enter Assignment Instructions.
Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.
Enter any Comments to add any comments.
Note: Information entered here is not included in any assignment alerts.
Click Create.