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

Work and Resource Management Window

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

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

  • Click OK.
  • Select Work and Assignments from the Pivot drop-down list.
  • Select Task Information from the drop-down list to the left of the resource role.
  • 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.
  • 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.

     

  • Scroll to the right and click the value in the Additional Criteria field.
  • Select the resource level from the Rank drop-down list.
  • Click Skills.
  • Check the boxes next to the required skills.
  • Click OK.
  • Click OK and close the Task Information window.
  • Close the Task Information window.
  • 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.

  • Click Save.
  • 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.