Default Account Permissions: Account Administrator
NOTE
An Account Administrator must enable Resource Requests in the Resource Management Settings.
Overview
Using Resource Requests allows you to create repeatable staffing processes within your organization by establishing a specific list of approvers and requiring users to submit requests for unnamed resources.
Before you start using Resource Requests, we recommend adding Resource Custom Fields to use with resources to both classify your resource demand and follow your existing business processes. You can also add existing User Custom Fields to resources, or create new ones and make them available to resources.
Resource Request Approvers
You can designate specific account members as Resource Request Approvers. In order to approve requests, an account member must have permissions to view all projects in Master Planning and edit named resources.
Once assigned, these approvers are notified of resource requests, can select a resource to fill the role, and can approve or reject these requests in the Resource side panel.
TIP
If you have Resource Recommendations enabled, approvers will see a list of recommended account members to fill the role. Hovering over each recommendation, you can see additional information that can help you determine if a resource may be the right fit.
Related Articles
- Resource Management Settings
- Resource Side Panel Overview
- Configuring Resource Custom Fields
- Resource Requests Overview
- Enabling Resource Requests and Adding Approvers
- Submit a Resource Request
- Approve or Reject a Resource Request