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- Engagement/Project Managers who have the stage permission Project Managers can Schedule Resources
- Anyone with all three of the following conditions:
- Project stage permission Users with Permissions can Schedule Resources
- Cost center permission Request or Schedule Resources for the resource's cost center
- Cost center permission Request or Schedule Engagements for the project's cost center
- Anyone with all of the following conditions:
- Project stage permission Users with Permissions can Schedule Resources
- Cost center permission Request or Schedule Resources for the resource's cost center
- Role has hours that have already been booked
You might be wondering why you need no less than three conditions to schedule a role. The answer is that this gives you fine-grained control over what your schedulers have access to. For example, I can say that schedulers are allowed to book Tom on engagements in the USA only.
Request / Book Workflow
The main purpose of the resource scheduling tab is to request or book resources. A full overview of this process is covered in our Scheduling Overview How-To. The basic idea goes like this:
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Auto-populate the cells by right clicking on a role and choosing Copy From.
Extend Schedule beyond grid
If you have completely filled the scheduled hours grid, click the right scroll arrow to add additional weeks.
Notes
Notes are used to convey information between requestors and schedulers. Notes can be added in two places. You can add notes by editing the role and selecting the Notes tab. Roles with a note display a 
icon.
Notes can be shown on a resource's home page if the system setting Show allocation notes on Employee Schedule is enabled.
Or you can add notes directly to cells on this tab. A cell with a note displays a small triangle in the upper corner 
.
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