Send resource requests from a staffing profile

When you finish creating the staffing profile, you can send assignment requests to the specified resource pools from the staffing profile.

Overview of sending resource requests

Lines in a staffing profile represent forecasts for roles that lack a specific resource. Once you finish creating the staffing profile, you can send assignment requests to the resource pools specified in each staffing profile line. Assignment requests then appear for each resource pool, for the resource manager to fill.

Figure 4-7. Resource pool with unfilled resource requests

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Send resource requests in New UI

To send resource requests for your staffing profile in the New UI:

  1. Open the staffing profile in the New UI.
  2. Select the position for which you want to send resource request.

  3. Click Send Resource Requests.

    The Send Resource Requests dialog box opens.

    Note: You cannot send resource requests for the following positions:

    • Requested positions
    • Fulfilled positions
    • Softbooked positions that have zero unmet demand

    Though you can still select these positions to have them listed in the Send Resource Requests window, there are no check boxes in front of them. Therefore, clicking Send in the Send Resource Requests window will not send resource requests for these positions.

  4. In the Resource Pool field, specify the resource pool from which to get resources.
  5. In the Response Needed field, specify the date by which a response should be made.

  6. Click Send.

    The assignment requests are sent to the appropriate resource pools. See Assign resource pool resources for details on what happens when assignment requests are made.

Send resource requests in Legacy UI

To send resource requests for your staffing profile in the Legacy UI:

  1. Open the staffing profile in the Legacy UI.

  2. Click Send Resource Requests.

    The Send Resource Requests dialog box opens.

  3. In the Send Resource Requests dialog box, select the check box next to each position for which you want to send an assignment request.

    Note:  

    • For positions that have resource pools specified, you cannot change their resource pools in the Legacy UI.
    • Positions that do not have resource pool specified are not included in the list

  4. In the Response Needed field, specify a date by which a response should be made.

  5. Click Send.

    Note: If comments for staffing profile positions exceed field limitations, the comments are automatically truncated (no warning message is displayed). Field limitations include comments larger than 2,000 characters and comments larger than 255 characters that are sent in notifications (the comment in the notification is truncated).

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