Editing Resource Requirements in Requests

If you are an approver or a reviewer of a request, or you have adequate permissions, you can edit the resource requirements of the request. Resource requirements in the request display in Capacity Planner.

Note: The actions you can perform on a request are determined by your enterprise role, the relationship you have to a request (if you are assigned as an approver or a reviewer of the request), and by the workspace State and Approval Status of the request. If you do not see an Edit Resource Requirements option, you do not have permission to edit the request resource requirements.

To edit resource requirements of a Request:

Open the Requests application.
A list of the requests you have permission to view displays.
Click the Actions icon next to the name of the request for which you want to edit resource requirements and select Edit Resource Requirements to open the Edit Resource Requirements window.
Any existing resource requirements are listed, along with hours.
Note: You can also click on the name of a request to open the Request Details window, then click the Actions tab and select Edit Resource Requirements to open the Edit Resource Requirements window.
By default the external billing rate of a resource requirement is set to the billing rate of the resource type assigned to the requirement. To change or update the external billing rate for the resource requirement, type the value of the new rate in the Ext. Rate box, or click the Billing Rate Selector icon and select a predefined rate. For details on using the Billing Rate Selector, see Using the Billing Rate Selector.

For more information on how billing rates are determined when they are not specified, see Billing Rate Inheritance Overview.
For overview information about billing rates, see About Billing Rates.
To update the amount of time a resource type is needed, type the new hours in the appropriate box.
The Show time by list controls how the resource requirement hours are displayed. Options are Week and Month.
To add a new resource requirement:

Click Add New Requirement.
A new line is added to the list of resource requirements.
From the Resource Type / Name list, select a resource type to add.
To specify an external billing rate for the resource requirement, type a rate value in the Ext. Rate box, or click the Billing Rate Selector icon and select a predefined rate.

If you do not specify an external rate for the resource requirement, the requirement inherits the rate of the resource type assigned to the resource requirement. For more information, see Billing Rate Inheritance Overview.
Type the number of hours the resource type is required for each month or week.

Click Save to save the changes to the resource requirements, or Cancel to close the Edit window without making any changes.