Planview: Define a Resource Requirement

Overview

Requirements are used to define resource needs at a high level. Without actually identifying a specific resource, Project Managers create Requirements based on specific criteria (e.g., skills that a resource should possess). After a Requirement has been created, these criteria can be searched on for matching resources prior to making a Reserve or Allocation.

Once a Requirement has been created, the Resource Manager can approve and assign the Requirement to a resource. See Fill, Substitute, and Deny a Resource Requirement for instructions on this process. After the Requirement has been reserved or allocated, the Project Manager can verify no other Requirements are pending or unfilled.

Before you begin:

• When accessing Planview, it is best to use Internet Explorer or Chrome.
• A work portfolio must be created prior to creating a requirement.

Define a Resource Requirement

Navigation: Work - (select project) - Work and Resource Management

1. Select Assignments - New Requirement from the drop-down list located to the left of the Plan row.

   Note: The requirements should be created at the PLAN level.


2. Locate the resource role you are requesting.
3. Check the organizational resource's box under Description.

   Note: This is a combination of ITS groups and resource roles.

4. Click OK.
5. Select Work and Assignments from the Pivot drop-down list.
6. Select Task Information from the drop-down list to the left of the resource role.
7. Verify or enter the Total Effort for the resource(s).

   Note:

   • This value defaults from the Schedule Duration listed in the WBS above.
   • The value is for a Requirement and not for a resource assignment. For example, if three employees are needed at 25 hours each, you would enter 75 hours.
8. If in Execution Stage, double-click the Addressed To field and select the Resource Manager to receive the request.

   Note:

   • If this request is being created by a Definition Project Manager during the definition stage of the Demand Management process, leave the Addressed To field blank.
   • See the ITServices organizational chart for a complete list of managers or check with your manager to determine the appropriate Resource Manager.
   • It is important that the requirement is addressed to the right Resource Manager. If left un-addressed, it may not be filled within a timely manner.

9. Scroll to the right and click the value in the Additional Criteria field.
10. Select the resource level from the Rank drop-down list.
11. Click Skills.
12. Check the boxes next to the required skills.
13. Click OK.
14. Click OK and close the Task Information window.
15. Close the Task Information window.
16. Select Fill Requirement from the drop-down list to the left of the resource to view the resource’s availability.

    Note: In order to view this screen you must have a Resource Portfolio set up.

17. Click Save.
18. Click Close.

Validate a Requirement Has Been Filled

Once a Resource Manager has reserved a resource for the requirement, the Project Manager can verify the requirement was filled through the Reserve tab.

Navigation: Work - Work - (select project) - Work and Resource Management

1. Select Work and Assignments from the pivot drop-down list.
2. Verify that a resource name and solid icon appear under the work item.

   Note: Unfilled requirements appear with a resource role and outlined head icon.

Create an Allocation From a Reserve

1. In Work and Resource Management, select Task Information from the drop-down list to the left of the reserve.
2. Click the Allocate tab and click New Alloction
3. Locate and check the box next to the resource.
4. Click OK.