Module Required
The functionality described below requires that you have the Resource Management module enabled in the EngageIP AdminPortal, if the module is not active the options detailed in this article will not be present in your EngageIP installation. Contact your LogiSense [glossary_exclude]account[/glossary_exclude] representative if you wish to discuss adding this module to your installation.
My resource is missing on an account whose parent was canceled or where the sub account was switched to another parent?
This occurs if the parent is canceled, the system will release the resource if the parent is canceled. You can simply add the resource again as it the user-package will be in the available list again. To ensure this does not happen, move the sub account before you cancel the old parent account.
The below image provides an example where the package is cancelled. There is a new option called 'Cancel', this is specific to resources and allows you to assign specific dates for package cancel date, prorate date, and resource release date. Select the appropriate dates and the resource will be considered 'released' on the date you specific regardless of the other dates selected.
If I add a resource on the add package screen and I select the wrong one, can I select a new one?
Yes, you can re-select a new resource, however the resource you did select will be on hold by your logged in user for 30 minutes. No one else will be able to select this resource during that time.
How do I remove or release a resource back to the system pool so it can be allocated again?
You can delete the resource from the package and it will be available for other assignments or you can cancel the package which will release the resource back to the general pool of resources (depending on your hold rules).