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PDWare Customer Success Center

Creating Requests


In most cases a project manager does not have rights to check out resources and therefore cannot directly make assignments to projects. The request process can be used to direct requirements to functional resource managers who do have rights to make assignments.

New and Update requests are made by creating or updating assignments on the Effort Forecasts sheet and submitting them as requests to the responsible resource manager.A user can submit requests if s/he has Project Manager (P1) rights or above for the projects or Resource Data (R1) rights or above for the resources.

How to Create New Requests

  1. Create assignments on the Effort Forecasts sheet and enter required demand.
    Use the Insert Assignments dialog to create new assignments or import assignments.
  2. Select the assignment rows from which you want to create requests
  3. Click menu Database-Submit Requests
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