Edit a Resource Request

Resource requests efficiently inform your team that you need resources for a particular project. Create a resource request when you need a resource but aren't sure who to assign, or if you lack the permissions to create assignments yourself. You can edit resource requests at any time.

• Required User Permissions

• You can manage user visibility of requests with request statuses. See Configure Assignment and Request Statuses for Resource Planning.

You can edit requests from the following places in Resource Planning:

• Requests List

• Assignments Boards

• Assignments Gantt

• Assignments Gantt (Beta)

Request List

Edit Request Information Inline

You can edit information directly on the Requests List by making inline edits.

1. Navigate to the Company level Resource Planning tool.

2. Click Requests and select Requests List.

3. Right click or double click the information in the row and column that you want to edit.
   Note: Fields that are editable inline have an orange border. If there is a black border, you cannot edit the field inline, but can from the Request Details.
   

4. Add or edit the information.

5. Click Save.

Edit Request Information from Request Details

1. Navigate to the Company level Resource Planning tool.

2. Click Requests and select Requests List.

3. Locate the resource request you want to edit and click the gear icon.

4. Edit the request details.

5. Click Save.

Edit a Resource Request from Assignment Boards

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Boards.

3. Locate the resource request you want to edit.

4. Hover over the request and click the gear icon

5. Edit the request details.

6. Click Save.

Edit a Resource Request from Assignment Gantt

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt.

3. Locate the resource request you want to edit and click the colored bar.

4. Click Edit Request.

5. Edit the request details.

6. Click Save.

Edit a Resource Request from Assignment Gantt (Beta)

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Edit the request:

   • Request Details

     1. On the list, right click the request or the request bar and click Edit Request.
        Note: You can also hover over the request in the list and click the vertical ellipsis , then select Edit Request.
        OR
        Right click the request or the request bar and click Edit Request.

     2. Edit the request details.

     3. Click Update to save.

   • Shorten or extend a request on the Gantt chart

     1. Hover over the last day of the request bar on the Gantt chart until you see the arrows.

     2. Click the arrows and move the end date using a drag-and-drop operation.

   • Move a request on the Gantt chart

     1. Click and hold the request bar. Move the request to the new date using a drag-and-drop operation.
        

         Tip

        Click the undo icon to undo an action. Click the redo icon redo a previously undone action.

• Fill a Resource Request