Default Account Permissions: Account Administrator
NOTE
In order to submit, approve, or reject a request, you must first have Resource Requests enabled in your Resource Management Settings.
Overview
There are two ways you can approve or reject a resource request: from your email inbox or from Master Planning.
How to Approve or Reject a Resource Request via Email
- Open your email client, look for the subject line New Resource Request, and open the email.
- Click on Link to Request to view the Resource side panel.
- You can change the Resource Label to distinguish between senior and more junior-level roles, as well as the Role to ensure the correct rate is being used.
- To approve a request, you must select a Team Member from the Details drop-down menu.
- Select Approve Request to fulfill the request.
-or-
Select Reject Request to have the requester submit a new request.
How to Approve or Reject a Resource Request via Master Planning
- Go to Planning > Master Planning.
- Select the Team Members or Projects tab.
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To quickly find requests that need approval with the Resources filter, do the following:
- In the Master Planning toolbar, select the Filters button to open the Filters modal.
- In the Fields section (the left pane), select Resources.
- In the Values section (the middle pane), select Unnamed Resources and choose to only display Requests Submitted To You.
- In the Master Planning toolbar, select the Filters button to open the Filters modal.
- Expand the project or unnamed resource to see what needs approval and on what projects, then select the Resource Label to open the Resource side panel.
- From the side panel, you can change the Resource Label and the Role, if necessary.
- In the Details section, select a Team Member from the drop-down menu.
- Once you have selected the desired team member, select Approve Request.
- or -
To have the requester start over and submit a new request, select Reject Request.
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