In bookshelf -
When a requisition is created, it is routed to the appropriate booking manager based on the following logic:
For me is important last paragraph with sentence
Requested and booked resources are not notified. Resource notification happens when the resource is added to the project as a staff participant. The notification can be set to occur automatically when the resource is hard-booked. For more details, contact your administrator.
That means create process and send action item or there is some "hidden" settings to allow this notification based on requisition status change?
Not sure I understand your question?
Are you asking how a resource gets notified when they are added (hard-booked) to a project? - That is just the normal "project" notification. (nothing to do with requisitions really, the notification can happen any way that a resource gets added to the project).
for sure I know that resource is notificated when is added into team but even is added as soft allocated. But we are looking for notification when this soft allocation is changed to hard. The sentences which I coppied there are from standard bookshelf.
Only the users in the Requested By and Booking Manager fields receive notifications that pertain to open requisitions. Requested and booked resources are not notified. Resource notification happens when the resource is added to the project as a staff participant. The notification can be set to occur automatically when the resource is hard-booked. For more details, contact your administrator.
Well I still don't think that this is something specific with requisitions (since a resource can be hard-booked and soft-booked against a project via other means than just requisitions).
The default projects notification seems to be just "when added to project" (either hard or soft) - so if you are looking for that specific soft -> hard change, not sure that any of this helps you.
My question is just what they mean by this sentence in bookshelf.
I would think it is just saying; "the requisition functionality does not send notifications to the requested resource", and "the normal Projects notification would notify the resources when they are added to a project"
Yes, you were right in your original post Vit. David is also correct. To notify for the very specific change in booking status from soft to hard, you would have to configure a custom process. We confirmed with our talented Support staff here. That is a very specific change. Typically, the notification template for requisitions handles its own set of notifications, but that change from soft to hard booking is a specific case, and you want to notify the actual resource I believe.
For documentation, users would enable notifications here (Set Up Notifications):
Personalize CA PPM - CA PPM SaaS - 14.3 - CA Technologies Documentation
And Resource Managers would want to consult this page:
Fill Resource Requisitions - CA PPM SaaS - 14.3 - CA Technologies Documentation
Choose your version and product edition, of course. Hope this helps. Thanks for asking.
There is that sentence what I am looking for .