RE: Resource Request Workflow - No option to request for resources

Resource request workflow will not be used in your scenario because you have added planned resource and not staffed resource. In order to explain it further, first we need to explain what are the differences between these two type of resources.

Currently there are two different type of project resource. The first type is staffed resource and the second type is planned resource. A staffed resource is a resource which you can find from the ‘Resources List’ form. These resource are referenced by worker. A planned resource are project team member which are created for planning purposes. These resources are not reference by worker. To create a planned resource, user can either auto generate them from WBS by using the ‘Auto generate team’ feature or from the Projects detail form, user can click on the ‘+Add’ button from the ‘Project team and scheduling’ fast tab. Then on the ‘Add roles to project’ form, pick a role and do not specify ‘Resource’. Then click the ‘Create’ button.

In you case, you have generated the planned resource by ‘Auto generate team’ from WBS. Hence these are planned resources. Hence, you have basically created planned resource request.

As for resource request workflow, it supports staffed resource request only. Reason is because fulfilling a planned resource request is a much simpler process and it does not require to be managed by workflow process.

After user has enabled resource request workflow from ‘Project management and accounting parameters > Scheduling tab page’, resource manager/project manager security role should see the option ‘Show all requests, Planned resource only or Staffed resource only’ options in the Resource fulfilment form. Picking ‘Show all requests’ will show all the resource request while the other options will only show the specific type of resource request. Workflow options will only appear if user has chosen a staffed resource request. However, only user with resource manager security role will have the permission to fulfill planned resource request or approve / reject staffed resource request.

To enter a staffed resource request for WBS task, you can follow the following steps:

1. Logon on with an AX user with project manager security role.
2. Create a new project
3. In the Project details form, update the Project manager field from the General fast tab to become yourself.
4. Launch WBS for this project
5. Add a task
6. Publish this WBS
7. Launch resource assignment form
8. In the resource availability grid control, highlight the staffed resource which you want to assign to this WBS task.
9. Hard assign > Full capacity
10. Then you should see the following message pop up: “<Resource name> has no hard booking hours in this project to support this assignment operation. Would you like to submit a resource request for your requested hours?”. Click ‘Yes’ and submit.
11. This staffed resource should now be added to the project team as a team member. However, this resource will not be hard reserved to the project or to the task. It should be tag for request.
12. Then if you launch ‘Project management and accounting > Project resources > My resource requests
13. Then the ‘Resource fulfillment form will be launched’.  This form is meant for AX user to monitor all the resource request which they have entered. In this case, since you have updated the project ‘Project manager’ field with your ax use associated person, hence the request which you have just entered should show up here.
14. Then log on with an AX user with resource manager security role and permission to approve resource request workflow.
15. Launch ‘Project manager and accounting > Project resources > Resource fulfillment’.
16. Then the ‘Resource fulfillment form will be launched’. Resource manager will be able to view all types of resource requests.
17. Select the staffed resource request which you have just entered.
18. Clicks on the ‘Request details’ button from the action plane.
19. Then you can view the details of data which can help resource manager to decide how to fulfill this resource request.
20. Scenario 1 – Approve as is:
    1. To approve this request, you can simply highlight the resource in the Staffed resource fast tab of the resource availability view control grid. Then clicks on ‘Workflow > Approve’.
21. Scenario 2 – Approve it by a different resource:
    1. To fulfill this resource request with a different staffed resource, user can expand ‘Available resources’ fast tab.
    2. Pick a staffed resource in this resource availability view control grid.
    3. And then clicks ‘Workflow > Approve’.
22. Scenario 3 – Approve it with multiple resources:
    1. You can fulfill this request with multiple resources. It can be done by highlighting the different days from different resource either in the Staffed resource fast tab (the original requested resource) or from the staffed resource which is in the available resources fast tab. As long as you don’t highlight the same day by multiple resources, the workflow button should be enabled.
23. After workflow is completed, you re-opened WBS and it should then hard reserved to the task.