Reject or forward resource requests

Resource demand from staffing profiles can be rejected or forwarded to a different resource pool. You can reject or forward resource request from staffing profile or the Resource Allocation Management page.

In this topic:

From staffing profile

Reject a resource request from the staffing profile or rejected to a different resource pool for assignment.

When making assignments to a staffing profile in response to resource assignment requests, the Reject and Forward buttons appear next to the Assign button and Resource Finder icon on the Staffing Profile page.

To reject resource request:

1. Open a resource pool.

2. In the Resource Requests area of the Resource Pool page, click the name of a staffing profile to open the Staffing Profile page.

3. If you are in the staffing profile New UI, next to the Assign button of the staffing profile line you want to reject, click the down arrow.

   If you are in the staffing profile Legacy UI, select the checkbox next to the unmet demand for the staffing profile lines you want to reject.

4. Click Reject.

5. In the Reject Request for Unmet Demand dialog box, the Comments field, provide a reason for rejecting the resource request and then click Done.

To forward resource request to a different resource pool:

1. If you are in the staffing profile New UI, next to the Assign button of the staffing profile line you want to forward, click the down arrow.

   If you are in the staffing profile Legacy UI, select the checkbox next to the unmet demand for the staffing profile lines you want to forward.

2. Click Forward.

3. In the Forward Request to Another Pool dialog box, the Forward to Resource Pool field, specify a different resource pool.

4. In the Staffing Profile New UI, you can check the resource availability of a specific resource when forwarding requests.

   1. Next to the Forward to Resource Pool field, click the View assignable resources in the resource pool button .

      The resource query page opens and displays all the assignable resources in the resource pool you specified.

   2. If you want to check assignable resources in another resource pool, do one of the following:

      • Click Done to close the resource query page and go back to the Forward Request to Another Resource Pool window, and then repeat step a.

      • Use the advanced resource query page.

        1. Click Advanced.

           The advanced resource query page opens in the Resource Results tab, which displays more details of assignable resources.

        2. Click the Modify Search Criteria tab.

        3. In the Resource Pool field, select the resource pool you want to check and then click Search.

           The Resource Results tab displays assignable resources in the resource pool.

        4. Click Done to close the advanced resource query page and go back to the Forward Request to Another Resource Pool dialogue box.

5. In the Comments field, provide a reason for forwarding the resource request and click Done.

Back to top

From Resource Allocation Management page

You can also reject and forward demand from the Resource Allocation Management page.

To reject a resource from the Allocation Management page:

1. Open the Resource Management Allocation page for a resource pool. For details, see Collect resource requests.

2. On the Resource Allocation Management page, next to the position to reject, click the More button in the Gantt view or the action button in the Table view, and then select Reject.

3. In the Reject Request for Unmet Demand dialog box, the Comments field, provide a resource for rejecting the resource request.

4. Click Done.

To forward a resource request from the Allocation Management page:

1. On the Resource Allocation Management page, next to the position to forward, click the More button in the Gantt view or the action button in the Table view, and then select Forward.

2. In the Forward Request to Another Pool dialog box, the Forward to Resource Pool field, specify a different resource pool.

3. In the Resource Allocation Management Gantt View, you can check the resource availability of a specific resource when forwarding requests.

   1. Next to the Forward to Resource Pool field, click the View assignable resources in the resource pool button .

      The resource query page opens and displays all the assignable resources in the resource pool you specified.

   2. If you want to check assignable resources in another resource pool, do one of the following:

      • Click Done to close the resource query page and go back to the Forward Request to Another Resource Pool window, and then repeat step a.

      • Use the advanced resource query page.

        1. Click Advanced.

           The advanced resource query page opens in the Resource Results tab, which displays more details of assignable resources.

        2. Click the Modify Search Criteria tab.

        3. In the Resource Pool field, select the resource pool you want to check and then click Search.

           The Resource Results tab displays assignable resources in the resource pool.

        4. Click Done to close the advanced resource query page and go back to the Forward Request to Another Resource Pool window.

4. In the Comments field, provide a reason for forwarding the resource request.

5. Click Done in the Gantt view or Forward in the Table view.

Back to top

See also:

• Assign resources to resource requests
• Assign promised allocations
• Create or adjust resource assignment