Resource requests are dealt with at the individual project level. Any user assigned an edit project role can request resources for the project(s) that they are involved in.
From within a project, click on Project Level Actions > Resource Requests. All previous resource requests will be visible and new requests can be raised via Add.
A new form will be displayed. It is here that details can be entered regarding when the resource is needed and the preferred skill set.
- Start Date - This is the specific start date (day and month) that the resource is required from.
- End Date - This is the specific end date (day and month) that the resource is required until.
- Hours Requested - This is how many hours the task will take to complete
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User Tags - These are the skill sets required for the task (fed from User Tags).
Once the form has been completed, click Actions > Submit.
Upon Actions > Submit, the resource request will move to a ‘submitted’ status and will become locked to the requester. The Resource Administrator(s) will receive a notification email containing a link to the request.
Top Tip
The skill sets listed in the resource form are pulled from the corresponding User Tag look-up table. As new user tags are created in Verto, these will automatically appear in future forms.