Try It!

At this point in the project proposal process, the project requester creates a resource plan when it is known which resource roles are required to support the proposed project and there is a need to justify the demand of work from those resource roles for a given time.

To define proposal resource requirements:

1. Open the Resource Plan tab.
   
   
2. Search for and select the Generic resources with the skills that will be required on the project if the proposal is approved.
   
   
3. On a time period basis, define the number of hours each generic resource will be required to complete the project.  If multiple resources are required ensure the number of hours reflect the total effort to be completed.
   
   
4. Click Save from the at the bottom of the form when you are finished.
   
   
   Important: Once the project proposal is selected and promoted to an approved project, this resource plan moves to the project record where the proposed hours can be adjusted and submitted for approval. The committed work allocated to each requested resource in the resource plan is displayed in the Resource tab of the approved project when accessed in the Projects area of Sensei IQ.  Once a proposal is promoted to a project, a summary of the resource plan is recorded against the proposal only through the History tab.
   
   

Download Job Aid: Creating and managing proposals


Tip: Refer to this extended version of the job aid for a more detailed guide on submitting project resource requests: Job Aid: Defining proposal resource requirements. 

_{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.}