CIPAceTM HelpManage Solicitation Resources |
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Navigate Here: Implementation > Solicitation Management > Browse Solicitations, select a solicitation > Resources tab
You can browse and manage the solicitation resources on Solicitation Management page - Resources tab.
A brief summary of each resource displays in the table. The summary includes Resource ID, Resource Name, Resource Type, Department, Role, and Role%. You can sort the records by clicking an underlined column header.
In the table, click the Resource ID link and the system will go to the Resource Management page of the corresponding resource.
To assign resources to the current solicitation, click the icon
You can further specify Role and Role% information for each resource:
❑ The available Role options are specified on the Solicitation Settings page. ❑ The Role% represents the percentage of time a resource spends on the specified role in a solicitation. Once you select a Role for the resource, the Role% will be “100” by default. You can change this value by entering a new one.
A resource can have multiple roles in a solicitation. To specify more roles for a resource, click
❑ If the total Role% of a resource is larger than 100, meaning the resource will get to “Overtime”, a confirmation message will be shown. ❑ If the same role has been assigned to the same resource more than once, a alert message will be shown and block the action.
You can remove a Role from a resource by clicking
You can delete an assigned resource from the current solicitation by clicking the icon
Click the Save button to save all above changes in the tab page.
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