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Approve or Reject a Resource Request

 
 
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 Resource Center.

How to Approve or Reject a Resource Request via Email

  1. Open your email client, look for the subject line New Resource Request, and open the email.
  2. Click on Link to Request to view the Resource side panel. resource-request-new-request-email-notification.png
  3. 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. resource-request-update-role.png
  4. To approve a request, you must select a Team Member from the Details drop-down menu. resource-request-selecting-team-member.png
  5. Select Approve Request to fulfill the request.
    -or-
    Select Reject Request to have the requester submit a new request.
    resource-request-approve-request.png

How to Approve or Reject a Resource Request via Resource Center

  1. In the left navigation, hover over Resourcing and select Resource Center.
  2. Select the Team Members or Projects tab.
    Master-Planning-Tabs.gif
  3. To quickly find requests that need approval with the Resources filter, do the following:

    1. In the Resource Center toolbar, select the Filters button to open the Filters modal.
      Filters_button.png
    2. In the Fields section (the left pane), select Resources.
    3. In the Values section (the middle pane), select Unnamed Resources and choose to only display Requests Submitted To You.
      Resources_Filter_with_Unnamed_Resources_and_Requests_Submitted_To_You_selected.png
  4. 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.
    resource-request-resource-label-to-open-side-panel.png
  5. From the side panel, you can change the Resource Label and the Role, if necessary.
  6. In the Details section, select a Team Member from the drop-down menu. resource-request-selecting-team-member.png
  7. 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.
    Approve_or_Reject_Resource_Request.png

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