Table of Contents

Resource Demand

Overview

The resource demand module is the mechanism by which resources are allocated to both proposals and projects. It has the following key features:

ResourceDemand_Overview.png

  • Add Request
  • Hours dropdown
  • Select Period
  • Search
  • Data dropdown
  • View dropdown
  • More dropdown
  • Actions

Add Request

This enables the resource manager the ability to put in resource requests for a project/proposal and one or more resources. This is effectively the same feature that exists in the resource plan application.

ResourceDemand_AddResourceRequest.png

Hours dropdown

ResourceDemand_HoursDropDown.png

The resource grid displays data in Hours by default. However, you can select from several input modes:

  • Days: Enter effort in calendar days. The system automatically converts days to hours using the default calendar (e.g., 8 hours/day → 10 days = 80 hours). This mode is ideal for planners who prefer to allocate resources by days rather than hours. Row and column totals will display the total hours (not averaged like FTEs), and overall totals will be suffixed with "Days". Precision is accepted as per settings, and values are stored in hours. Granularity matches the pattern for hours (scheduled or capacity days/workdays depending on resource type).

  • FTEs: Converts the entered hours to a proportion of Full Time Equivalent (FTE) based on the default calendar. For example, if a full-time resource works 8 hours per day, 40 hours per week, then 20 hours would be shown as 0.5 FTE. This mode is useful for high-level planning and comparing resource allocations across projects or periods. Note: FTE totals are averaged, not summed, to reflect proportional allocation.

  • Capacity (%): Converts the entered hours to a percentage of the resource's available capacity for the period, based on their calendar and working pattern. For example, if a resource is available for 40 hours in a week and is allocated 20 hours, this will show as 50%. This mode helps visualize how much of a resource's time is committed versus available, supporting capacity management and avoiding over-allocation. Note: Totals are not available in Capacity (%) mode because each cell and row may be based on a different capacity value, so summing or averaging would not be meaningful.

Period

By default the resource plan will default to show the current month and the next two months. The user can use the period control to change the months shown in the grid:

ResourcePlan_PeriodSelect.png

This control enables the user the ability to search for any of the names, primary roles or other text based content in the grid:

ResourcePlan_Search.png

Data dropdown

ResourceDemand_DataDropDown.png

The data dropdown provides the user with the following additional options:

  • Export to Excel: This content of the resource plan can be exported to excel for further analysis.

View dropdown

The view dropdown provides the user with the following additional options:

ResourceDemand_ViewDropDown.png

  • Period: This changes the granularity of data in the grid. Default is monthly but this can be changed as required (Year, Month, Week, and Day).
  • Show/Hide: This enables the user to show/hide the columns and rows in the grid as required. Default is for all of these to be on except for "Full Column Heading".
  • Filter Requests: Enables the user to filter to only see certain types of request (e.g., Unfulfilled Requests Only).
  • Grouping: Enables the grid data to be grouped by Primary Role. By default, no grouping is selected.

Period Granularity

The period option in the view menu enables the user to specify the level of granularity which they wish to view resource plan data for. This option enables:

  • Day
  • Week
  • Month
  • Calendar Year
  • Fiscal Year.

24671_ResourcePlan_FiscalPeriod.png

More dropdown

The more dropdown provides the user with the following additional options:

ResourceDemand_MoreDropDown.png

  • Refresh: Enables the data in the grid to be refreshed. This can be useful if some requests have been approved and the project manager is still looking at stale data.
  • Full Screen Mode: Pops out the resource plan to take up full screen. This makes it easier to see more periods of data.
  • Expand All: Enables the user to easily see all resource demand data without opening up each project/proposal individually.
  • Collapse All: Enables the user to collapse all resource demand data back to the project/proposal level without doing this for each project/proposal individually.

Action Ellipsis

ResourceDemand_ActionEllipsis.png

Each row in the grid has an ellipsis next to it. This is where the following further actions can be undertaken:

  • Open Resource: Enables the user to open the bookable resource record for the selected resource.
  • Open Details: Opens up the request details.
  • Add Fulfilment Resource: Enables the resource manager to provide a named resource (where a generic resource request has been submitted).

Columns

The following columns exists for Resource Demand in Altus. These are captured in four entities:

  • Resource Request
  • Resource Request Data
  • Resource Request Comment

Resource Request

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property Value
Display Name Resource Request
Name sensei_resourcerequest
Primary Column Name
Description
Display Name Name Data type Field Length Customizable Required Searchable
Bookable Resource sensei_bookableresource Lookup True False False
Created By CreatedBy Lookup True False False
Created By (Delegate) CreatedOnBehalfBy Lookup True False False
Created On CreatedOn Date and Time Date and Time True False False
Drafted By sensei_draftedby Lookup True False False
Drafted Date sensei_drafteddate Date and Time Date and Time True False True
Has Changes (deprecated) sensei_haschanges Yes/No True False False
Has Submitted Changes (deprecated) sensei_hassubmittedchanges Yes/No True False False
Import Sequence Number ImportSequenceNumber Whole number True False False
Last Approved Timestamp sensei_lastapprovedtimestamp Date and Time Date and Time True False False
Last Submitted Timestamp sensei_lastsubmittedtimestamp Date and Time Date and Time True False False
Modified By ModifiedBy Lookup True False False
Modified By (Delegate) ModifiedOnBehalfBy Lookup True False False
Modified By Approver sensei_modifiedbyapprover Yes/No True False False
Modified On ModifiedOn Date and Time Date and Time True False False
Name (Primary name column) sensei_Name Single line of text 100 True True True
Owner OwnerId Owner True False False
Owning Business Unit OwningBusinessUnit Lookup True False False
Owning Team OwningTeam Lookup True False False
Owning User OwningUser Lookup True False False
Primary Role sensei_primaryrole Lookup True False False
Project sensei_project Lookup True False False
Proposal sensei_proposal Lookup True False False
Record Created On OverriddenCreatedOn Date and Time Date Only True False False
Resource Request sensei_resourcerequestId Primary Key True False False
Reviewed By sensei_reviewedby Lookup True False False
Reviewed Date sensei_revieweddate Date and Time Date and Time True False True
Split Parent sensei_splitparent Lookup True False False
Status statecode Choice True False False
Status (deprecated) sensei_status picklist True False False
Status Reason statuscode Choice True False False
Submitted By sensei_submittedby Lookup True False False
Submitted Date sensei_submitteddate Date and Time Date and Time True False True
Time Zone Rule Version Number TimeZoneRuleVersionNumber Whole number -1 to 2147483647 True False False
UTC Conversion Time Zone Code UTCConversionTimeZoneCode Whole number -1 to 2147483647 True False False

Resource Request Status (sensei_resourcerequeststatus)

Value Label Description
955000000 Draft
955000001 Proposed
955000002 Committed
955000003 Rejected

Resource Request Data

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property Value
Display Name Resource Request Data
Name sensei_resourcerequestdata
Primary Column Name
Description
Display Name Name Data type Field Length Customizable Required Searchable
Approval Status sensei_approvalstatus picklist True False False
Approved Units (Hours) sensei_approvedunitshours Decimal True False False
Created By CreatedBy Lookup True False False
Created By (Delegate) CreatedOnBehalfBy Lookup True False False
Created On CreatedOn Date and Time Date and Time True False False
Date sensei_date Date and Time Date Only True False True
Draft Units (Hours) sensei_draftunits Decimal True False False
Import Sequence Number ImportSequenceNumber Whole number True False False
Modified By ModifiedBy Lookup True False False
Modified By (Delegate) ModifiedOnBehalfBy Lookup True False False
Modified On ModifiedOn Date and Time Date and Time True False False
Name (Primary name column) sensei_Name Single line of text 100 True True True
Owner OwnerId Owner True False False
Owning Business Unit OwningBusinessUnit Lookup True False False
Owning Team OwningTeam Lookup True False False
Owning User OwningUser Lookup True False False
Proposed Units (Hours) sensei_proposedunits Decimal True False False
Record Created On OverriddenCreatedOn Date and Time Date Only True False False
Resource Request sensei_resourcerequest Lookup True False False
Resource Request Data sensei_resourcerequestdataId Primary Key True False False
Status statecode Choice True False False
Status Reason statuscode Choice True False False
Time Zone Rule Version Number TimeZoneRuleVersionNumber Whole number -1 to 2147483647 True False False
UTC Conversion Time Zone Code UTCConversionTimeZoneCode Whole number -1 to 2147483647 True False False

Resource Request Data Approval Status (sensei_resourcerequestdataapprovalstatus)

Value Label Description
955000000 Submitted
955000001 Set By Approver
955000002 Approved

Resource Request Comment

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property Value
Display Name Resource Request Comment
Name sensei_resourcerequestcomment
Primary Column Name
Description
Display Name Name Data type Field Length Customizable Required Searchable
Comment sensei_comment Multiple lines of text 4000 True False False
Created By CreatedBy Lookup True False False
Created By (Delegate) CreatedOnBehalfBy Lookup True False False
Created On CreatedOn Date and Time Date and Time True False False
Datestamp sensei_datestamp Date and Time Date and Time True False True
Import Sequence Number ImportSequenceNumber Whole number True False False
Modified By ModifiedBy Lookup True False False
Modified By (Delegate) ModifiedOnBehalfBy Lookup True False False
Modified On ModifiedOn Date and Time Date and Time True False False
Name (Primary name column) sensei_Name Single line of text 100 True True True
Owner OwnerId Owner True False False
Owning Business Unit OwningBusinessUnit Lookup True False False
Owning Team OwningTeam Lookup True False False
Owning User OwningUser Lookup True False False
Record Created On OverriddenCreatedOn Date and Time Date Only True False False
Resource Request sensei_resourcerequest Lookup True False False
Resource Request Comment sensei_resourcerequestcommentId Primary Key True False False
Status statecode Choice True False False
Status Reason statuscode Choice True False False
Time Zone Rule Version Number TimeZoneRuleVersionNumber Whole number -1 to 2147483647 True False False
User sensei_user Lookup True False False
UTC Conversion Time Zone Code UTCConversionTimeZoneCode Whole number -1 to 2147483647 True False False

Security Roles

Security Roles for Resource Request

Security Role Create Read Write Delete Append Append To Assign Share
Altus - PMO User Global Global Global Global Global Global Global Global
Altus - Portfolio Manager Basic Global Basic Basic Basic Basic Basic Basic
Altus - Portfolio Manager - Team Basic Global Basic Basic Basic Basic Basic Basic
Altus - Program Manager Basic Global Basic Basic Basic Basic Basic Basic
Altus - Program Manager - Team Basic Global Basic Basic Basic Basic Basic Basic
Altus - Proposal Manager Basic Global Basic Basic Basic Basic Basic Basic
Altus - Resource Manager Global Global Global Global Global Global Global Global
Altus - Strategy Executive None Global None None None None None None
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User Local Global Local Local Local Local Local Local
Altus Project Executive Local Global Local Local Local Local Local Local
Altus Project User Basic Global Basic Basic Basic Basic Basic Basic
Altus Strategy User Local Global Local Local Local Local Local Local

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.

Security Roles for Resource Request Data

Security Role Create Read Write Delete Append Append To Assign Share
Altus - PMO User Global Global Global Global Global Global Global Global
Altus - Portfolio Manager Basic Global Basic Basic Basic Basic Basic Basic
Altus - Portfolio Manager - Team Basic Global Basic Basic Basic Basic Basic Basic
Altus - Program Manager Basic Global Basic Basic Basic Basic Basic Basic
Altus - Program Manager - Team Basic Global Basic Basic Basic Basic Basic Basic
Altus - Proposal Manager Basic Global Basic Basic Basic Basic Basic Basic
Altus - Resource Manager Global Global Global Global Global Global Global Global
Altus - Strategy Executive None Global None None None None None None
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User Local Global Local Local Local Local Local Local
Altus Project Executive Local Global Local Local Local Local Local Local
Altus Project User Basic Global Basic Basic Basic Basic Basic Basic
Altus Strategy User Local Global Local Local Local Local Local Local

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.

Security Roles for Resource Request Comment

Security Role Create Read Write Delete Append Append To Assign Share
Altus - PMO User Global Global Global Global Global Global Global Global
Altus - Portfolio Manager Basic Local Basic Basic Basic Basic Basic Basic
Altus - Portfolio Manager - Team Basic Basic Basic Basic Basic Basic Basic Basic
Altus - Program Manager Basic Local Basic Basic Basic Basic Basic Basic
Altus - Program Manager - Team Basic Basic Basic Basic Basic Basic Basic Basic
Altus - Proposal Manager Basic Basic Basic Basic Basic Basic Basic Basic
Altus - Resource Manager Global Global Global Global Global Global Global Global
Altus - Strategy Executive None Global None None None None None None
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User Local Local Local Local Local Local Local Local
Altus Project Executive Local Local Local Local Local Local Local Local
Altus Project User Basic Basic Basic Basic Basic Basic Basic Basic
Altus Strategy User Local Local Local Local Local Local Local Local

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.

Dataverse Tables

Resource Request Resource Request with fields


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