Responding to Requests

This Document can be found in the following categories:

Response Steps

  1. Activate the Request module
  2. Modify request values if appropriate
  3. Right click one or more rows and select a response (Accept, Review, Reject)
  4. Click menu REQUEST-SAVE REQUESTS

Response Notification at Get Data

If you have modification rights to all resources when you Get Data, you will be notified if any requests are pending. "Pending" here means "Requests in the Submitted state".

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NOTE:

This message shows the count of requests in Submitted state from ALL projects in the database for the downloaded resource nodes.

If the selected project node has no projects with pending requests, there will be no requests that can be responded to when the Request Module is opened. The Response Required sheet is not visible in this case.

Response Detail

When the resource manager opens the Request Module, the Response Required worksheet is active if there are any pending requests. Right click one or more rows to respond.

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An asterisk to the left of the row indicates that there is an assignment present on the Effort Forecasts sheeet for the requested resource-skill-project.

The ACCEPT menu item is enabled if resources are checked out in the current session; if resources are not checked out, only the REVIEW and REJECT state choices are enabled.

The resource manager can change the values on the Response Required sheet for Accepted requests before saving them. The Effort Forecasts assignments will have the changed values. This does NOT change the request value.

When the resource manager clicks REQUEST-SAVE REQUESTS, Accepted requests are used to create assignments on the Effort Forecasts sheet, an automatic SAVE DATA (to the database) operation is completed, and then the requests are saved to the database with their new states.

After the SAVE REQUESTS operation is finished, Accepted and Rejected requests appear on the Requests to Me worksheet and no longer appear on this sheet.

Header Rows

Resource/Skill availability:

The availability (capacity minus total demand) of the resource or skill on the selected request row.

Current Effort values:

The current Effort Forecast values if the selected request is an update request.

Row 3:

The currently selected request with original values unless modified in this session.

Color highlighting in row 3 shows where current availability0* cannot satisfy request demand.

Current availability is calculated by subtracting ALL demand on the Resource Demand sheet from Capacity for the resource (or for all the resources who have the required skill). Demand on the Resource Demand sheet is a function of optimization and filter selections (such as the Priority Filter).

This means that the priority of the requesting project is not considered directly. The color analysis should be treated as a gross indicator of availability.

To get a more accurate reading of availability for a higher priority project, set the Priority Filter to include only projects at or above the priority of the requesting project.