Try It!

If your enterprise resource managers have not already updated the initial generic resource requests and assigned named resources to your project, you should work with them to identify who will be assigned to your project at this time. 

To replace proposal generic resources with names resources:

1. From the Resources Grouping tab, open the Resource Plan tab.
   
   
2. Select the ellipses (…) to the left of the Generic Resource name and select Change Resource.
   
   
3. Select the approved named resource who will be assigned to your project. 
   
   
   Tip: The Resource Heatmap to the right of each resource will help you confirm the resource has availability to work on your project.
   
   
4. Review and update the Proposed values per time period to ensure they reflect the current project requirements.
   
   
5. Once all requests have been defined, click Submit and Save to submit the resource requests.
   
   

To define new named project resource requests:

1. From the Resources Grouping tab, open the Resource Plan tab.
   
   
2. Search for and select the additional approved named resource who will be assigned to your project.
   
   
3. On a time period basis, define the number of hours you require this new resource on your project.
   
   
4. Select Save and Submit at the bottom of the form to make all the resource request changes available to the appropriate resource managers.
   
   

To adjust project based on resource request review results:

1. From the Resources Grouping tab, open the Resource Plan tab.
   
   
2. Review the approved resource requests to identify any changes by Resource Management and be prepared to adjust the project schedule and/or submit additional resource requests as appropriate.
   
   

Download Job Aid: Completing the project plan


Tip: Refer to this extended version of the job aid for a more detailed guide on submitting project resource requests: Job Aid: Creating and Submitting Project Resource Requests

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}