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Requisitions/Allocations and Access Rights

Question asked by MatthewPalicki on Dec 15, 2011
Latest reply on Dec 15, 2011 by another_martink
Hello All, We are hoping there is some way we can enforce a couple of our own business rules through some settings somewhere or some access rights. Hopefully you can tell me if this is possible.

Business Rule #1: When Project Managers submit a Resource Requisition, they should only request ROLES not named resources, in order to allow the Resource Manager to properly respond to the request.


Business Rule #2: Resource Managers should not adjust Allocations when responding to a Requisition. In other words, if the PM asks for a Database Role for 40 hours in January, but the Resource Manager sees this team member only has 20 hours per month available, they should book 20 hours in January and leave the remainder as Unfilled Demand. Doing anything else would constitute changing the project schedule, which the Resource Manager should not do.

Can anyone help with suggestions on these? Thanks!

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