Monitor Resource Plan Negotiations for a Proposed Resource Plan Scenario

Monitor the status of the resource plan negotiations with the project managers for each project in the proposed resource plan scenario using the Resource Planning page. Comments are captured in the Discussion dialog box and change requests and approvals are indicated in the Resource Review Status column as well as in the Discussion dialog box for each project.

To monitor resource plan scenario proposals:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. From the Main Menu, select Resources, and then select Resource Planning.
  4. On the Resource Planning page, select the proposed scenario.
  5. In the Show list, select Included Projects.
  6. View the Resource Review Status column to review the status of the role allocation negotiations for each project. The values are Pending, Changes Requested, or Accepted.
  7. Select Discuss for the project to open the Discussion panel for the project.

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