View the Resource Requests List

Objective

To view the Requests List to see a list of resource requests.

Background

The Requests List provides a list of all open resource requests that have been submitted. You can choose what information to display as well as arrange the columns in the order you prefer.

Things to Consider

• Required User Permissions

Steps

1. Navigate to the Company level Resource Planning tool.
2. Click Requests and select Requests List.
3. Select the Group.
   
4. Click the columns  icon to select the columns to show on the list.
5. Mark the tickboxes for the columns you want to show:
   • Project. The project associated with the request.
   • Project #. The project's project number.
   • Job Title. The assignee's job title. See Configure Job Titles for Resource Planning.
   • Tags. The request's tags. See Configure Tags for Resource Planning.
   • Status. The request status. See Configure Request and Assignment Statuses for Resource Planning.
   • Start Date. The request's start date.
   • End Date. The request's end date.
   • Created by. The user who created the request.
   • Category. The project's category. See Create Project Categories for Resource Planning.
   • Subcategory. The project's subcategory. See Create Project Categories for Resource Planning.
   • Created. The date the request was created.
   • Start Time. The request's start time.
   • End Time. The request's end time.
   • % Allocation. The percent of the assignment's allocation. See What is a Resource Allocation Type?
   • [Custom Fields]. Custom fields that are created for requests appear at the end of the list.
6. To change the order in which the columns appear, click on the column header and use a drag-and-drop operation to move it to the desired location.
7. Click Save.

See Also

• Search, Sort and Filter the Resource Requests List
• Create Saved Views for Resource Planning