Request Resources - EcoSys - 3.02 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (3.02)

Language
English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
3.02

This procedure allows the project manager to add resources to a project in the staging phase and request resource manager for utilization of resources for a particular duration.

Also, the project manager can view the submitted utilization and approved utilization of resources.

  1. Click the Request Portal tab.

  2. Click the Staging Utilization hyperlink against the project for which you want to add resources.

  3. In the Resource Utilization Staging panel, click the Insert Row icon to add a new row for resource.

  4. Type in the comments related to the resource in the Requestor Comment field.

    If you are creating multiple rows with same Resource ID, then requestor comments must be different for each resource.

  5. (Optional) If you want to change the project, click the Project ellipsis and select the required project.

  6. Click the Resource ID ellipsis and select the resource that you want to assign to the project.

  7. Enter the number of hours for the resource to be utilized for every week in the Week Utilization Request fields.

  8. Click SAVE. The fields Submit, Resource Hierarchy Path ID, Resource Name and Line Total fields auto-populate.

    • Click the Delete Row(s) icon to delete the selected resource.

    • To view Submitted Utilization and Approved Utilization for a particular project, select the appropriate hyperlinks against the required project.