Resource Requests

UPDATE April ’22: We are no longer supporting Resource Requests in our new Resourcing tab. We are using Placeholders for our resource planning needs. 

OVERVIEW


 

Resource Requests are used during the pre-planning stages of project management to set aside hours for a Project without all of the project details in place. Often, at this stage of the project management cycle, the types of resources and a general idea for the required level of effort are known.

There are several ways to make a resource request in Cloud Coach; from the Resource Requests tab or the Resource Requests related list on both Project Details and Opportunities.

RESOURCE REQUESTS


 

RESOURCE REQUESTS TAB

To view Resource Requests, go to tabs → Resource Capacities → Work Type Capacity Estimate

The ‘New Resource Request” button opens a quick entry view.

 

The ‘New Resource Request” button opens a quick entry view.

ADMIN NOTE: The fields on the quick entry screens are all fieldsets that can customized for each record type.

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