Declining a Resource Allocation

 

If you need to remove a resource from a workspace to which they are already allocated, you can do so from Team Manager.

Note: If you decline an approved allocation, you delete all present and future data related to that allocation from Team Manager. Allocation data in the past is preserved and can be viewed from the Resource Utilization application.

To decline a resource allocation:

  1. In the bottom of the Team Manager application, click the Plus next to the resource name whose allocation you want to decline.
    A list of workspaces to which the resource is allocated displays.
  2. Next to the workspace for which you want to decline the resource allocation, click the Actions icon and click Decline Allocation.
    The Decline Resource Request window opens.

    Note: You can also reallocate the allocation. For details, see Reallocating Resource Allocations.
  3. Type a Message to the requesting project manager.
  4. Click Send to decline the allocation.
    The allocation is removed from the Resource Allocations list in Team Manager, and the requesting manager is notified of your action.

 

Related Topics: