Project Manager Guide: Requesting Resources for a Project
In the Wavity Project Portfolio Management Solution, requesting a resource person for a project is a straightforward process.
Users with Project Manager access can log in using their credentials and will be directed to the Project Manager Persona.
Note: The steps provided serve as sample instructions and can be customized based on specific requirements; however, the core workflow will remain the same.
Users can request a resource by clicking on Request Resources from the Quick Links.
In the Assigned Tasks table widget, select any assigned project.
Go to the Resource tab and enable Request Resource. The Create Resource Request field will appear automatically.
Click on the icon Create New Records as shown in the image below.
The Project Manager, Project Title, Start Date, End Date, and Total Required Resources will be populated automatically.
Under Resource Details, select the Resource Role; enter the Start and End Date, and the Required Hours. To request additional resource roles, click the Add (+) symbol and then click the Save button.
Once the resource is assigned, their details will appear under the Assigned Resource Persons section in the Assigned Resources field.
