Configuring Requests for Resource Management

In order to consider requests as work items to be tracked in Resource Management, you must associate work item fields with them. See Setting Up Request Work Item Fields for more detailed information on associating work item fields with requests.

Note: In order to view or use requests, you must have an Demand Management license.

A request work item features the fields described in Table 5-1. Request work item fields.

Table 5-1. Request work item fields

Field Name

Description

Workload/Non Workload

Whether the request work item is counted as load against the assigned resource's capacity.

Workload Category

The reporting category of the request work item.

Scheduled Start Date

The scheduled start date for the request work item.

Scheduled Finish Date

The scheduled finish date for the request work item.

Scheduled Duration

The scheduled duration for the request work item.

Scheduled Effort

The scheduled effort for the request work item.

Assigned Resource

(Already present as the Assigned User.)

Role

The role being used by the Assigned Resource.

% Complete

(Automatically updated by request workflow.)

Actual Start Date

The actual start date for the request work item.

Actual Finish Date

The actual finish date for the request work item.

Actual Duration

The actual duration for the request work item.

Actual Effort

The actual effort for the request work item.

These work item fields have Resource Management interaction built into them through request type rules and other built-in system functionality. For more information on request type rules, see the Demand Management Configuration Guide document.

The following work item fields can be safely customized with minimal impact to Resource Management functionality:

  • Workload/Non Workload (if set to No, the request is not counted as workload)

  • Workload Category

Note: Certain work item fields have strong functional defaults, such that altering the way they work could have unintended side effects. The following work item fields can have Rules that read their values, but generally should not be altered unless you need to specify effort other than full time:

  • Scheduled Duration

  • Actual Duration

  • Scheduled Effort

  • Actual Effort