Sending Resource Requests from a Staffing Profile

When you are creating a staffing profile, its lines represent forecasts for roles that lack a specific resource. Once you have finished creating the staffing profile, you can send assignment requests to the resource pools specified in each staffing profile line. Assignment requests will appear for each resource pool, for the resource manager to fill.

Figure 4-7. Resource pool with unfilled resource requests

To send resource requests for your staffing profile in the New UI:

  1. Open the staffing profile in the New UI.
  2. Select the position for which you want to send resource request.
  3. Click Send Resource Requests.

    The Send Resource Requests dialog box opens.

    Note: You cannot send resource requests for the following positions:

    • Requested positions
    • Fulfilled positions
    • Softbooked positions that have zero unmet demand

    Though you can still select these positions to have them listed in the Send Resource Requests window, there are no checkboxes in front of them. Therefore, clicking Send in the Send Resource Requests window will not send resource requests for these positions.

  4. Specify or edit the resource pool to draw resources in the Resource Pool field.
  5. Specify the date by which a response should be made in the Response Needed date field.
  6. Click Send.

    The assignment requests are sent to the appropriate resource pools. See Assigning Resource Pool Resources for details on what happens once assignment requests have been made.

To send resource requests for your staffing profile in the Legacy UI:

  1. Open the staffing profile in the Legacy UI.

  2. Click Send Resource Requests.

    The Send Resource Requests dialog box opens.

  3. Select the checkbox next to each position for which you want to send an assignment request.

    Note:  

    • For positions that have resource pools specified, you cannot change their resource pools in the Legacy UI.
    • Positions that do not have resource pool specified are not included in the list
  4. Specify a date by which a response should be made in the Response Needed date field.

  5. Click Send.

    Note: If comments for staffing profile positions exceed field limitations, the comments are automatically truncated (a warning message is not displayed). Field limitations include comments larger than 2,000 characters and comments larger than 255 characters that are sent in notifications (the comment in the notification is truncated).