Create project resource requests (05:37)

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High level project resource requests should be created early in the project life cycle to define the resources which will be required to work on the project.  This will allow enterprise resource management to monitor resource demand and capacity and identify staffing decisions needed to ensure that resources will be available to staff approved projects.    

To create and submit high-level project resource requests:

  1. Ensure you are in Projects area and click Projects in the Leadership section.

  2. Ensure you are on the Resources Grouping tab and select Resource Plan.

  3. Use the Select a Resource to add search box and find the generic resource you want to request for the new project.

  4. Enter the number of hours requested per displayed time period for each generic resource.

  5. Once all requests have been defined, click Submit and Save to submit the resource requests.

Download Job Aid: Creating a new project


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.

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