创建资源请求

背景

资源请求可以有效地通知你的团队，你需要特定项目的资源。当你需要资源但不确定分配给谁时，或者如果你缺乏自己创建分配的权限，请创建资源请求。

创建请求后，可以分配资源来填补该请求。请参阅填补资源请求。

需要考虑的事项

步骤

可以从资源计划中的以下位置创建请求:

步骤

可以从资源计划中的以下位置创建请求:

  • 请求列表

  • 分配面板或甘特图

  • 分配甘特图（测试版）

从请求列表创建资源请求

  1. 导航到公司级别资源计划工具。

  2. 点击请求并从下拉菜单中选择请求列表。

  3. 点击 新建。

  4. 填写"一般"请求信息。

  5. 可选:自定义字段。输入任何请求自定义字段的信息。请参阅配置资源计划的自定义字段。

  6. 可选:选择工作范围以描述工作范围。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

  7. 可选:选择分配说明以提供其他说明。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

  8. 可选:选择备注以添加任何备注。注意:此处输入的信息不包含在任何分配警报中。

  9. 点击保存。

从分配面板或甘特图创建资源请求

  1. 导航到公司级别资源计划工具。

  2. 点击分配并选择面板或甘特图。或者从项目名称的标题栏中，点击省略号Icon Ellipsis Wfp ，然后选择创建请求。

  3. 在所需项目下，点击省略号Icon Ellipsis Wfp ，然后选择创建请求。

  4. 填写"一般"请求信息。

  5. 可选:自定义字段。输入任何请求自定义字段的信息。请参阅配置资源计划的自定义字段。

  6. 可选:选择工作范围以描述工作范围。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

  7. 可选:选择分配说明以提供其他说明。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

  8. 可选:选择备注以添加任何备注。注意:此处输入的信息不包含在任何分配警报中。

  9. 点击保存。

从分配甘特图中创建资源请求（测试版）

 Tip

You can also create this by creating a copy of an existing item on the Assignments Gantt.

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. On the list, right click the project, category or subcategory for the assignment and select New Request.
    Note: You can also hover over the project, category, or subcategory and click the vertical ellipsis Icon Ellipsis Vertical and select New Request.

  4. Enter the 'Specification' information. Show /Hide Steps

    • Select the Project.

    • Select the Category.

    • Select the Subcategory.

  5. Enter the 'Resources Needed'. Show /Hide Steps

    • Labor

      • Select the Job Title.

      • Select the Quantity of labor requests to create.

    • In Beta

      Equipment.

      1. Select the Equipment Type needed.

      2. Select the Quantity of equipment requests to create.

  6. Enter out the 'Schedule' information. Show/Hide Fields

    • Start Date. The date the work assignment starts.

    • End Date. The date the work assignment ends.

    • Time or Allocation.

      • Moving the 'Set Assignment by Start Week and Duration' toggle to the ON Icon Toggle On position allows you to enter the Start Time and End Time for the assignment.

        • Overtime. If an assignment allows for overtime, You can the 'Overtime' toggle to the ON Icon Toggle On position.

          • Overtime Rates. The overtime rate for each day of the week.
            For example, overtime on a weekday may be 1.5 for time and a half, and 2 for double time on the weekend.

          • Pay Split. How many hours a person must work to initiate overtime.

            • Overtime. After the standard wage, how many hours in a shift that are considered overtime.

            • Standard. How many hours in a shift are considered the standard wage.

            • Unpaid. How many hours in a shift are unpaid.

              Example

              • 12 Hour Shift, Paid Lunch - The pay split would be 8 hours standard, and 4 hours of overtime.

              • 12 Hour Shift, Unpaid Lunch - The pay split would be 8 hours standard, 3 hours overtime, and 1 hour unpaid.

      • Moving the 'Set Assignment by Allocation' toggle to the ON Icon Toggle On position allows you to enter the Percent of the person's time that is Allocated for the request.

    • Work Days. A checkmark indicates a work day for the request.

    • Status. The assignment's status.

  7. Additional Information. Enter information for any request custom fields. See Configure Custom Fields for Resource Planning.

  8. Enter the Scope of Work.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.

  9. Enter Assignment Instructions.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.

  10. Enter any Comments to add any comments.
    Note: Information entered here is not included in any assignment alerts.

  11. Click Create.

提示

点击撤消Icon Gantt Undo撤消操作的图标。点击重做Icon Gantt Redo图标重做以前撤消的操作。

Create a Resource Request from the Assignments Gantt (Beta)

 Tip

You can also create this by creating a copy of an existing item on the Assignments Gantt.

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. On the list, right click the project, category or subcategory for the assignment and select New Request.
    Note: You can also hover over the project, category, or subcategory and click the vertical ellipsis Icon Ellipsis Vertical and select New Request.

  4. Enter the 'Specification' information. Show /Hide Steps

    • Select the Project.

    • Select the Category.

    • Select the Subcategory.

  5. Enter the 'Resources Needed'. Show /Hide Steps

    • Labor

      • Select the Job Title.

      • Select the Quantity of labor requests to create.

    • In Beta

      Equipment.

      1. Select the Equipment Type needed.

      2. Select the Quantity of equipment requests to create.

  6. Enter out the 'Schedule' information. Show/Hide Fields

    • Start Date. The date the work assignment starts.

    • End Date. The date the work assignment ends.

    • Time or Allocation.

      • Moving the 'Set Assignment by Start Week and Duration' toggle to the ON Icon Toggle On position allows you to enter the Start Time and End Time for the assignment.

        • Overtime. If an assignment allows for overtime, You can the 'Overtime' toggle to the ON Icon Toggle On position.

          • Overtime Rates. The overtime rate for each day of the week.
            For example, overtime on a weekday may be 1.5 for time and a half, and 2 for double time on the weekend.

          • Pay Split. How many hours a person must work to initiate overtime.

            • Overtime. After the standard wage, how many hours in a shift that are considered overtime.

            • Standard. How many hours in a shift are considered the standard wage.

            • Unpaid. How many hours in a shift are unpaid.

              Example

              • 12 Hour Shift, Paid Lunch - The pay split would be 8 hours standard, and 4 hours of overtime.

              • 12 Hour Shift, Unpaid Lunch - The pay split would be 8 hours standard, 3 hours overtime, and 1 hour unpaid.

      • Moving the 'Set Assignment by Allocation' toggle to the ON Icon Toggle On position allows you to enter the Percent of the person's time that is Allocated for the request.

    • Work Days. A checkmark indicates a work day for the request.

    • Status. The assignment's status.

  7. Additional Information. Enter information for any request custom fields. See Configure Custom Fields for Resource Planning.

  8. Enter the Scope of Work.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.

  9. Enter Assignment Instructions.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.

  10. Enter any Comments to add any comments.
    Note: Information entered here is not included in any assignment alerts.

  11. Click Create.

提示

点击撤消Icon Gantt Undo撤消操作的图标。点击重做Icon Gantt Redo图标重做以前撤消的操作。

步骤

可以从资源计划中的以下位置创建请求:

  • 请求列表

  • 分配面板或甘特图

  • 分配甘特图（测试版）

从请求列表创建资源请求

  1. 导航到公司级别资源计划工具。

  2. 点击请求并从下拉菜单中选择请求列表。

  3. 点击 新建。

  4. 填写"一般"请求信息。

  5. 可选:自定义字段。输入任何请求自定义字段的信息。请参阅配置资源计划的自定义字段。

  6. 可选:选择工作范围以描述工作范围。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

  7. 可选:选择分配说明以提供其他说明。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

  8. 可选:选择备注以添加任何备注。注意:此处输入的信息不包含在任何分配警报中。

  9. 点击保存。

从分配面板或甘特图创建资源请求

  1. 导航到公司级别资源计划工具。

  2. 点击分配并选择面板或甘特图。或者从项目名称的标题栏中，点击省略号Icon Ellipsis Wfp ，然后选择创建请求。

  3. 在所需项目下，点击省略号Icon Ellipsis Wfp ，然后选择创建请求。

  4. 填写"一般"请求信息。

  5. 可选:自定义字段。输入任何请求自定义字段的信息。请参阅配置资源计划的自定义字段。

  6. 可选:选择工作范围以描述工作范围。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

  7. 可选:选择分配说明以提供其他说明。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

  8. 可选:选择备注以添加任何备注。注意:此处输入的信息不包含在任何分配警报中。

  9. 点击保存。

从分配甘特图中创建资源请求（测试版）

 Tip

You can also create this by creating a copy of an existing item on the Assignments Gantt.

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. On the list, right click the project, category or subcategory for the assignment and select New Request.
    Note: You can also hover over the project, category, or subcategory and click the vertical ellipsis Icon Ellipsis Vertical and select New Request.

  4. Enter the 'Specification' information. Show /Hide Steps

    • Select the Project.

    • Select the Category.

    • Select the Subcategory.

  5. Enter the 'Resources Needed'. Show /Hide Steps

    • Labor

      • Select the Job Title.

      • Select the Quantity of labor requests to create.

    • In Beta

      Equipment.

      1. Select the Equipment Type needed.

      2. Select the Quantity of equipment requests to create.

  6. Enter out the 'Schedule' information. Show/Hide Fields

    • Start Date. The date the work assignment starts.

    • End Date. The date the work assignment ends.

    • Time or Allocation.

      • Moving the 'Set Assignment by Start Week and Duration' toggle to the ON Icon Toggle On position allows you to enter the Start Time and End Time for the assignment.

        • Overtime. If an assignment allows for overtime, You can the 'Overtime' toggle to the ON Icon Toggle On position.

          • Overtime Rates. The overtime rate for each day of the week.
            For example, overtime on a weekday may be 1.5 for time and a half, and 2 for double time on the weekend.

          • Pay Split. How many hours a person must work to initiate overtime.

            • Overtime. After the standard wage, how many hours in a shift that are considered overtime.

            • Standard. How many hours in a shift are considered the standard wage.

            • Unpaid. How many hours in a shift are unpaid.

              Example

              • 12 Hour Shift, Paid Lunch - The pay split would be 8 hours standard, and 4 hours of overtime.

              • 12 Hour Shift, Unpaid Lunch - The pay split would be 8 hours standard, 3 hours overtime, and 1 hour unpaid.

      • Moving the 'Set Assignment by Allocation' toggle to the ON Icon Toggle On position allows you to enter the Percent of the person's time that is Allocated for the request.

    • Work Days. A checkmark indicates a work day for the request.

    • Status. The assignment's status.

  7. Additional Information. Enter information for any request custom fields. See Configure Custom Fields for Resource Planning.

  8. Enter the Scope of Work.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.

  9. Enter Assignment Instructions.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.

  10. Enter any Comments to add any comments.
    Note: Information entered here is not included in any assignment alerts.

  11. Click Create.

提示

点击撤消Icon Gantt Undo撤消操作的图标。点击重做Icon Gantt Redo图标重做以前撤消的操作。

步骤

可以从资源计划中的以下位置创建请求:

  • 请求列表

  • 分配面板或甘特图

  • 分配甘特图（测试版）

从请求列表创建资源请求

  1. 导航到公司级别资源计划工具。

  2. 点击请求并从下拉菜单中选择请求列表。

  3. 点击 新建。

  4. 填写"一般"请求信息。

  5. 可选:自定义字段。输入任何请求自定义字段的信息。请参阅配置资源计划的自定义字段。

  6. 可选:选择工作范围以描述工作范围。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

  7. 可选:选择分配说明以提供其他说明。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

  8. 可选:选择备注以添加任何备注。注意:此处输入的信息不包含在任何分配警报中。

  9. 点击保存。

从分配面板或甘特图创建资源请求

  1. 导航到公司级别资源计划工具。

  2. 点击分配并选择面板或甘特图。或者从项目名称的标题栏中，点击省略号Icon Ellipsis Wfp ，然后选择创建请求。

  3. 在所需项目下，点击省略号Icon Ellipsis Wfp ，然后选择创建请求。

  4. 填写"一般"请求信息。

  5. 可选:自定义字段。输入任何请求自定义字段的信息。请参阅配置资源计划的自定义字段。

  6. 可选:选择工作范围以描述工作范围。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

  7. 可选:选择分配说明以提供其他说明。注意:此处输入的信息会自动添加到完成请求的任务分配任务分配 对象的分配警报中。

  8. 可选:选择备注以添加任何备注。注意:此处输入的信息不包含在任何分配警报中。

  9. 点击保存。

从分配甘特图中创建资源请求（测试版）

 Tip

You can also create this by creating a copy of an existing item on the Assignments Gantt.

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. On the list, right click the project, category or subcategory for the assignment and select New Request.
    Note: You can also hover over the project, category, or subcategory and click the vertical ellipsis Icon Ellipsis Vertical and select New Request.

  4. Enter the 'Specification' information. Show /Hide Steps

    • Select the Project.

    • Select the Category.

    • Select the Subcategory.

  5. Enter the 'Resources Needed'. Show /Hide Steps

    • Labor

      • Select the Job Title.

      • Select the Quantity of labor requests to create.

    • In Beta

      Equipment.

      1. Select the Equipment Type needed.

      2. Select the Quantity of equipment requests to create.

  6. Enter out the 'Schedule' information. Show/Hide Fields

    • Start Date. The date the work assignment starts.

    • End Date. The date the work assignment ends.

    • Time or Allocation.

      • Moving the 'Set Assignment by Start Week and Duration' toggle to the ON Icon Toggle On position allows you to enter the Start Time and End Time for the assignment.

        • Overtime. If an assignment allows for overtime, You can the 'Overtime' toggle to the ON Icon Toggle On position.

          • Overtime Rates. The overtime rate for each day of the week.
            For example, overtime on a weekday may be 1.5 for time and a half, and 2 for double time on the weekend.

          • Pay Split. How many hours a person must work to initiate overtime.

            • Overtime. After the standard wage, how many hours in a shift that are considered overtime.

            • Standard. How many hours in a shift are considered the standard wage.

            • Unpaid. How many hours in a shift are unpaid.

              Example

              • 12 Hour Shift, Paid Lunch - The pay split would be 8 hours standard, and 4 hours of overtime.

              • 12 Hour Shift, Unpaid Lunch - The pay split would be 8 hours standard, 3 hours overtime, and 1 hour unpaid.

      • Moving the 'Set Assignment by Allocation' toggle to the ON Icon Toggle On position allows you to enter the Percent of the person's time that is Allocated for the request.

    • Work Days. A checkmark indicates a work day for the request.

    • Status. The assignment's status.

  7. Additional Information. Enter information for any request custom fields. See Configure Custom Fields for Resource Planning.

  8. Enter the Scope of Work.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.

  9. Enter Assignment Instructions.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.

  10. Enter any Comments to add any comments.
    Note: Information entered here is not included in any assignment alerts.

  11. Click Create.

提示

点击撤消Icon Gantt Undo撤消操作的图标。点击重做Icon Gantt Redo图标重做以前撤消的操作。

See Also

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