Review a Proposed Resource Plan Scenario

Portfolio managers can share proposed role allocations for projects within a resource plan scenario during the planning process.

Typically there is one project manager that has privileges to request allocation changes and accept allocation changes, and other project managers have the privileges to only provide feedback.

Project managers receive a notification when the proposed role allocations for a project are ready for negotiations. Project managers review the proposed allocations on the Resource Demand page and can access this page from the link provided in the Notification panel, or by navigating to the Resource Demand page for the project.

You must have the appropriate security privileges to accept allocations or request changes.

To review the proposed role allocation:

  1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Resources, and then select Resource Demand.
  3. On the Resource Demand page, review the Proposed Allocation row, and compare it against the Demand row.

    Note: If the resource plan for the project has been approved and is being revised, you can also review against the approved allocations in the Allocation row.

  4. Review feedback others have provided or add your own feedback.
    • Select Discuss to open the Discussion panel.

      Note: If no comments have been posted to the Discussion panel, the Discuss icon is empty.

    To post a new comment:

    • In the Post a comment field, enter a comment, and select Post.

    To reply to a comment:

    • Select Comment.
    • In the Post a reply field, enter a reply, and select Reply.
  5. To indicate you have changes:
    1. Select Request Changes.
    2. In the Request Changes dialog box, enter change request details.
    3. Select Save.

      Note: The message is posted to the Discussion panel for the project on the Resource Demand page and for the project in the shared scenario on the Resource Planning page.

  6. To accept the allocations:
    1. Select Accept Proposed Allocations.
    2. In the Accept Proposed Allocations dialog box, optionally enter comments.
    3. Select Save.

      Note: The message is posted to the Discussion panel for the project on the Resource Demand page and for the project in the shared scenario on the Resource Planning page.

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