Amendments can be made to an existing request to either reduce or increase the length of the request, or change the assigned resource.
Decreasing time
Whilst within the Resourcing tab, locate the project resource request and click Edit against that record. On the screen that follows, click Actions > Amend.
Next, click on the Resource Profile section and against the assigned resource, tick the checkbox for the month(s) no longer required. Click on ‘Delete Selected Allocations’.
In the WTE box along the top, click on and remove the existing required WTE figure. Finally, click on the Request Overview section again and change the end month in the request i.e. in this example amend the request to end in September rather than October.
Click on Actions > Allocate to generate an updated notification to the allocated resource and resource requestor.
Increasing time
Whilst within the Resourcing tab, locate the project resource request and click Edit against that record. On the screen that follows, click Actions > Amend.
On the Request Overview section increase the end month as needed and then navigate to the Resource Profile section to update the extended months with a WTE entry.
Click on Actions > Search Resource to search for and allocate a resource for the additional months. See: How to view and allocate resource.
Change the assigned resource
Whilst within the Resourcing tab, locate the project resource request and click Edit against that record. On the screen that follows, click Actions > Amend.
In the Resource Profile section, locate the resource and either tick the checkbox for the months which are no longer required, or click the ‘Select All’ button which will select all remaining months. Click ‘Delete Selected Allocations’. This will remove the resource from the request.
You can then search for a new resource via Actions > Search Resources. Note: You cannot remove a resource from historical months.