Efficiently manage and allocate resources, enabling streamlined tracking and optimized resource use for project success.
Managing Resource Requests in Keka PSA
Keka PSA empowers project and client managers to efficiently request additional resources for their projects. The resource management team is responsible for reviewing and allocating resources based on project needs.
Accessing Resource Requests
To access and manage resource requests, navigate to the "Resources" tab in the left navigation pane. From there, select the "Resource Requests" tab.
Reviewing and Managing Requests
The Resource Requests section in Keka PSA provides a centralized platform for managing and tracking all resource requests within your organization. To effectively navigate this section, familiarize yourself with the following key features.
The Resource Requests section is categorized into five main tabs:
- Critical Requests: This tab displays urgent resource requests that require immediate attention.
To manage a resource request, under the "Actions" column by clicking the 'Add' icon.
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Allocate: Assign a resource
- Smart Allocate: This feature leverages Keka PSA's advanced algorithms to automatically suggest suitable resources based on their availability, skills, and project requirements.
- Manual Allocate: Manually select a specific resource from the available pool and assign them to the project.
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Reject a Request:
- To decline a resource request, simply click the "X" icon next to the request. You'll be prompted to provide a reason for the rejection.
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- By Project/Opportunity: View resource requests grouped by specific projects or opportunities.
To manage a resource request, click the three dots in the "Actions" column. You can:
- Allocate: Assign a resource to the project.
- Reject: Decline the request and provide a reason.
- By Role: Filter resource requests based on the required role or skill set.
To manage a resource request, click the three dots in the "Actions" column. You can:
- Allocate: Assign a resource to the project.
- Reject: Decline the request and provide a reason.
- Closed Requests: Access a history of all resolved resource requests.
Select the eye icon to access detailed information about previously resolved resource requests.
- Hiring Requests: Review and manage requests for new hires.
The "Hiring Requests" section in Keka PSA provides a centralized platform for reviewing and managing requests for new hires. When accessing this section, you'll be presented with key details about each request, including:
- Role: The specific role or position being requested.
- Project/Opportunity: The associated project or opportunity for which the hire is needed.
- Skills: The required skills or qualifications for the position.
Key Information on the Dashboard
The dashboard for hiring requests displays the following essential information:
- Request Due Date: The deadline for filling the position.
- Allocation Time: The estimated time required to find and allocate a suitable candidate.
- Actions: Available actions to manage the request, such as approving, rejecting, or commenting.
Additional Information
For more details on resource acquisition, including the Hiring Request feature, please refer to our comprehensive guide: [Resource Acquisition with Keka PSA's Hiring Request Feature]
Conclusion:
Keka PSA's resource request feature simplifies resource management and ensures efficient project execution. By effectively managing requests and allocating resources, you can optimize project outcomes and achieve your organizational goals.