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Enabling Resource Requests and Adding Approvers

 
Default Account Permissions: Account Administrator

How to Enable Resource Requests

  1. Go to Settings > Resource Management.
    Settings_Resource_Management_left_nav_bar.png
  2. In the Resource Requests section, select Edit.
    Edit_Resource_Requests.png
  3. Toggle Enable Resource Requests to the On position.Enable_Resource_Requests_toggle.png
  4. Select Save.

How to Add Approvers in Resource Management

The account members you designate as Resource Request Approvers must have permission to edit named resources and view all projects in Master Planning through the Resource Management Access Group. If an approver does not have this permission, they will see an error message when attempting to approve a request indicating they do not have permission.

    1. Go to Settings > Resource Management.
    Settings_Resource_Management_left_nav_bar.png
  1. In the Resource Requests section, select Edit.
    Select_Edit_Resource_Requests_Already_Enabled.png
  2. With Resource Requests enabled, you can use the search box to select your Approvers.Add_Approvers_drop-down.png
  3. When you are finished, select Save.
    Save_Selected_Resource_Request_Approvers.png

How to Add Approvers in Members Settings

  1. Go to Settings > Members.
    Settings_Members_left_nav_bar.png
  2. Search for the name of the account member you want to approve requests. resource-request-search-member.png
  3. Select the account member's profile picture to open the Account Members Details side panel.
  4. In the Permissions section, check the Resource Request Approver box. resource-request-member-select-approver.png

Any member marked as an Approver will be available from the Approver drop-down menu in the Resource side panel.

TIP

You can manage who can submit Resource Requests through the Resource Management Access Group.

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