Amendments can be made to an existing resource request to either change the time or the assigned resource.
Whilst within the Resourcing tab, locate the resource request and click Edit against that record. On the screen that follows, click Actions > Amend.
Change or Delete Time
Click on the Allocated Resources section and against the existing assigned resource, tick the checkbox for the time periods to be changed. Click on Actions > Delete > Selected. Note: It's possible to delete all the resources in one go, simply click Actions > Delete > All.
If the overall start or end date of the request needs changing, next click on the General Information section and amend the start/end dates.
Then, click on the Requirements section and either remove the hours for any deleted period(s) or amend them i.e. if a resource is no longer needed for a week, those hours should be deleted from the form. Alternatively, enter the new requirement for the week. If the overall start/end dates have been amended for the request, enter hours against any new lines that now appear.
The ‘Quick Edit’ button can be used to make multiple changes at once. First use the checkboxes to the left of each line to select the dates be updated. Upon clicking on ‘Quick Edit’ a new pop-up will appear -
- No Action - no changes will be made to the selected lines.
- Set Minimum Value - this will reset all selected lines back to 0 hours.
- Set Maximum Value - this will set all selected lines to the maximum allocation allowed i.e. 7.5 hours for a day, 37.5 hours for a week, 160 hours for a month. Note: the maximum value is based the default working day (hrs).
- Set Value - this will set all selected lines to the hours entered.
Once finished:
- For deletions, simply click on Actions > Allocate to generate an updated notification to the allocated resource and resource requestor.
- For amendments (change in dates or hours), click on Actions > Search Resources. Select the required resource(s) for the amended time period and then click OK. Finally, click on Actions > Allocate to generate an updated notification to the allocated resource and resource requestor.
Top Tip
- If you try to make a change to the date or hours and they keep reverting back, this means that there is still a resource allocated to that period which needs to be removed first. Check the ‘Allocated Resources’ section.
Change or Delete Resource
Click on the Allocated Resources section and against the assigned resource, tick the checkbox for the periods the resource is no longer required. Click on Actions > Delete > Selected. It's possible to delete all the resources in one go, click Actions > Delete > All. This will remove the resource from the request. Note: You cannot remove a resource from historical months.
You can then search for a new resource via Actions > Search Resources. Select the required resource(s) by putting a tick in the relevant checkboxes and then click OK. Finally, click on Actions > Allocate to generate an updated notification to the allocated resource and resource requestor.