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I would like to create an approvals system for resource booking where a project manager can create a proposed booking in schedule board for a project, which can then be approved and changed into a hard booking. I am not sure how to do this.
In this process, the default booking status must be proposed to ensure resources and not double-booked accidentally.
Hi. Would the OOTB "Resource Request" functionality work? You can find detailed instructions here.
I was looking for a way for the project manager to request a specific resource, rather than giving the choice to the resource manager as we have few resources.
Using the OOTB Resource Requests the PM is requesting a generic resource. A named one is then suggested to the PM.
1. You could simply write the name of the preferred resource on the notes that is displayed when submitting a resource request.2. As everything around resourcing is based on Resource Requirements, you could add a Resource Preference to the resource requirement record.
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