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Planview Customer Success Center

Partially Fullfilling Staffing Requests

Note: Users must have "Process Requests" permission to see the Resource Staffing screen, and a pool of resources from which to staff in order to fulfill staffing requests. See About Staffing Permissions and Creating Staffing Profiles for information about permissions.

The Resource Staffing screen supports the various actions taken by resource managers as they manage staffing requests, including fulfilling them, partially fulfilling them, declining them, or routing them to someone else to fulfill or manage.

Partially fulfilling a staffing request means staffing the request for less time than is requested.  For example, if the initial demand is 40:

initial_request.png

You choose Edit Resource Assignments, then select the resource(s), add to the bottom pane and then reduce the Hours/Headcount value to 20. The unmet demand is reflected in the (Request Unmet Demand) record at the bottom of the dialog.

staff_partial.png

On the RM side, you see the request now with a Status of In Progress and reflecting the reduced demand, and an additional request that reflects the unmet demand. In the Details pane, the Current Fulfillment section reflects the demand that is in the progress of being staffed, and the unmet demand. Note that the related requests have the same Request # and when you select one, the related request and the selected request are both highlighted.

reduced_demand.png

On the PM side, the request is split into multiple rows to capture the unmet demand and the original request is updated. The rows are connected by visually by highlighting the unmet demand record when you click on the original request.

updated_staff_request.png

Fulfilling demand with multiple resources

Fulfilling demand with multiple resources is a variation of partially staffing a request. You would partially fulfill the initial request, and then fulfill the remainder with an additional resource. You can also partially fulfill the remainder with the second resource, and then fulfill its remainder with a third resource.